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portfolio-analysis

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Turn broker data into insights and dashboards.

Finance & Accounting#investment#dashboard#csv#data-analytics#portfolio-analysis#vision-extraction
Authorperlowja
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Analyze investment portfolios from broker CSV exports, Excel files, PDFs, or photos/screenshots of broker statements. Use when the user asks about holdings, performance, bonds, analyst ratings, news, synthesis, dashboard, or wants to prepare for advisor meetings. Also triggers when the user attaches an image/PDF of a brokerage statement — vision extracts holdings automatically. Covers multi-account consolidation (401k, ESPP, brokerage), deterministic financial math, analyst consensus, news sentiment, portfolio optimization, multi-factor synthesis, and interactive dashboards.

Core Features & Use Cases

  • Multi-account consolidation (401k, ESPP, brokerage) for holistic performance views.
  • Deterministic financial math and multi-factor synthesis producing dashboards and narrative visuals.
  • Vision-backed extraction of data from images/PDFs to auto-ingest holdings and generate reports.

Quick Start

Run a full portfolio analysis on the user’s broker data to generate holdings, performance, and a dashboard.

Dependency Matrix

Required Modules

pandasnumpyopencv-python

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: portfolio-analysis
Download link: https://github.com/perlowja/InvestorClaw/archive/main.zip#portfolio-analysis

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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