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portfolio-monitoring

Extract KPIs and flag budget variances from portfolio company financial packages.

1|Updated Mar 9, 2026
Search Tags:#dashboard#portfolio#kpi#financial-analysis#variance-analysis#covenant#excel-pdf
One-click install
npx skills add https://github.com/kiryteo/opencode-setup --skill portfolio-monitoring-kiryteo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-monitoring
Source: https://github.com/kiryteo/opencode-setup/tree/main/skills/portfolio-monitoring
Command: npx skills add https://github.com/kiryteo/opencode-setup --skill portfolio-monitoring-kiryteo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Ingest and analyze portfolio company financials to monitor performance against plan, enabling faster decision-making and covenant risk awareness for boards and management.

Core Features & Use Cases

  • Ingest & normalize monthly/quarterly financial packages (Excel, PDF) from multiple portfolio companies.
  • KPI extraction: Revenue, EBITDA, cash balance, debt, capex, working capital.
  • Variance & covenant analysis: Compare to budget, flag deviations, and surface covenant risk for review.
  • Board-ready summaries: Generate concise executive dashboards and summaries for investor materials.

Quick Start

Provide the latest monthly financial package (Excel or PDF) for a portfolio company to generate KPI insights and variance analysis.

Frequently Asked Questions about portfolio-monitoring

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

FAQPage Schema
How do I monitor portfolio company financials against budget?▼

Monitor portfolio company financials against budget by ingesting monthly or quarterly Excel and PDF packages, extracting KPIs like Revenue and EBITDA, and flagging variances to plan for review.

Can I extract financial KPIs from PDF and Excel packages automatically?▼

Yes, extract financial KPIs from PDF and Excel packages automatically. The skill normalizes financial data to pull Revenue, EBITDA, cash balance, debt, capex, and working capital metrics for analysis.

How do I check covenant compliance across multiple portfolio entities?▼

Check covenant compliance across multiple portfolio entities by analyzing extracted financial metrics against defined thresholds. The skill surfaces covenant risk assessments during quarterly reporting workflows.

What is the best way to generate a board-ready portfolio performance dashboard?▼

Generate a board-ready portfolio performance dashboard by ingesting financial packages, analyzing KPI variances to budget, and compiling executive summaries with covenant risk flags into concise investor materials.

Does portfolio variance analysis work with multiple companies at once?▼

Portfolio variance analysis works with multiple companies by ingesting and normalizing financial packages from various portfolio entities, comparing KPIs against their respective budgets to identify deviations.

Do I need to provide formatted Excel files for portfolio KPI extraction?▼

You need to provide the latest monthly or quarterly financial packages in Excel or PDF format. The skill processes these documents to extract KPIs and perform variance analysis against the plan.

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