portfolio-analyzer

Name: portfolio-analyzer
Availability: InStock
Author: hanlinlibham

Automate portfolio analysis and generate six-sheet Excel reports with risk metrics and Brinson attribution.

1|2|Updated Feb 6, 2026

Search Tags:#analysis #reporting #portfolio #excel #attribution #risk-metrics #brinson

Ready to run

npx skills add https://github.com/hanlinlibham/skills --skill portfolio-analyzer-hanlinlibham

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: portfolio-analyzer
Source: https://github.com/hanlinlibham/skills/tree/main/portfolio-analyzer
Command: npx skills add https://github.com/hanlinlibham/skills --skill portfolio-analyzer-hanlinlibham

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, numpy, openpyxl, windpy-sdk, and includes scripts (resource) and references (resource) components.

What problem does it solve?

投资组合多维分析与 Excel 报告生成的繁琐工作由本技能自动化完成，帮助用户快速从原始 NAV、交易和归因数据中得到可视化、可对比的分析结果。

Core Features & Use Cases

支持多组合对比基准的收益分析、风险指标计算、Brinson 三因素行业归因，以及资产大类归因。
自动生成 Excel 报告（6 张工作表）并提供仪表盘式概览、风险分析、收益归因与交易明细等。

Quick Start

Provide a portfolio Excel file to generate the six-sheet portfolio analysis report.

Frequently Asked Questions about portfolio-analyzer

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I automate Excel reporting for portfolio analysis and risk metrics?▼

Automating Excel reporting for portfolio analysis is achieved by computing risk metrics, Brinson attribution, and performance comparisons from NAV data, directly generating a comprehensive six-sheet Excel workbook.

What is Brinson attribution and how does it work for portfolio benchmarking?▼

Brinson attribution is a three-factor method used for portfolio benchmarking that decomposes active return into allocation, selection, and interaction effects across asset classes and industries to explain performance differences.

Do I need Wind data access to calculate portfolio risk metrics and performance attribution?▼

Yes, you need Wind data access to calculate portfolio risk metrics and performance attribution, along with an input portfolio Excel file containing NAV and attribution data to process the analysis.

How to generate a six-sheet Excel workbook for multiple portfolio comparisons?▼

Generating a six-sheet Excel workbook for multiple portfolio comparisons requires providing an input portfolio Excel file with NAV and attribution data to produce dashboard overviews, risk analysis, and transaction details.

Can I use Python pandas and numpy for asset-class and industry attribution analysis?▼

Yes, you can use Python pandas and numpy for asset-class and industry attribution analysis, as the Skill leverages these dependencies alongside openpyxl to compute metrics and format the Excel output.

What are the limitations of using openpyxl for portfolio analysis Excel reporting?▼

A key limitation is that openpyxl handles Excel formatting and workbook generation but cannot fetch market data, meaning you must independently secure Wind data access and structure input NAV files before reporting.