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portfolio-monitoring

Extract portfolio KPIs and compare them against budgets to generate variance summaries.

Updated May 27, 2026
Search Tags:#trend analysis#board reporting#portfolio monitoring#budget vs actual#kpi variance#financial package#twse mcp
One-click install
npx skills add https://github.com/cwstedctw/financial-services-tw --skill portfolio-monitoring-cwstedctw
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-monitoring
Source: https://github.com/cwstedctw/financial-services-tw/tree/main/taiwan-finance/skills/portfolio-monitoring
Command: npx skills add https://github.com/cwstedctw/financial-services-tw --skill portfolio-monitoring-cwstedctw

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

幫你在收到月／季財務或投組資料後，快速整理出各公司相對計畫（含預算）的KPI差異，並標出需要關注的紅／黃燈，避免只看單一報表而忽略趨勢與偏差原因。

Core Features & Use Cases

  • KPI 萃取與差異分析：從使用者提供的財務包中抽取營收、EBITDA、現金、負債、資本支出與營運資金等關鍵指標，計算相對於預算／前期的變動。
  • 紅黃綠標記與彙總：以與計畫差距（例如 -5% 與 -15% 區間）做風險分級，輸出可讀、董事會等級的重點摘要與警訊情境。
  • 趨勢解讀：在提供多期資料時，針對營收、EBITDA、現金等指標進行趨勢判讀，並對照先前假設或承作情境。

Quick Start

你可以把投組公司在某一季的財務包（Excel/PDF/CSV）上傳，並要求我根據其中的數字萃取KPI、與預算做差異分析，且用紅黃綠標出需要立即關注的項目。

Frequently Asked Questions about portfolio-monitoring

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

FAQPage Schema
How do I automate portfolio monitoring and budget vs actual variance analysis from financial packages?▼

Portfolio monitoring automates budget vs actual variance analysis by extracting KPIs from Excel, PDF, or CSV financial packages and comparing them against provided plans to generate summaries with red or yellow flags for board reporting.

Can I generate board-ready KPI variance reports from multiple reporting periods for trend analysis?▼

Yes, you can supply financial packages across multiple monthly or quarterly reporting periods to perform trend analysis on revenue, EBITDA, and cash flow indicators against prior assumptions and generate board-ready KPI variance reports.

What is the best way to flag financial KPI deviations for board reporting?▼

The best way to flag KPI deviations is by applying variance thresholds, such as minus 5 percent for yellow and minus 15 percent for red, to generate a management summary with risk flags and actionable questions for board reporting.

Does portfolio monitoring work with Excel, PDF, and CSV financial packages?▼

Yes, portfolio monitoring works with user-supplied financial packages in Excel, PDF, and CSV formats to extract key performance indicators and calculate actual versus budget variances for your portfolio companies.

What limitations should I expect when analyzing missing numbers in financial packages?▼

When analyzing financial packages with missing numbers, the Skill enforces verification placeholders rather than estimating values, meaning you must manually verify and fill these gaps to complete the KPI variance summary accurately.

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