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Portfolio Monitoring

Ingest Excel, PDF, and CSV financial packages to extract KPIs and flag variances.

Updated May 6, 2026
Search Tags:#variance-analysis#board-materials#portfolio-monitoring#financial-packages#kpi-extraction#covenant-checks
One-click install
npx skills add https://github.com/nvmohinani/financial_services --skill portfolio-monitoring-nvmohinani
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Portfolio Monitoring
Source: https://github.com/nvmohinani/financial_services/tree/main/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring
Command: npx skills add https://github.com/nvmohinani/financial_services --skill portfolio-monitoring-nvmohinani

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Track and analyze portfolio company performance by ingesting monthly/quarterly financial packages (Excel, PDF), extracting KPIs, flagging variances to budget, and producing board-ready summaries. This enables faster decision-making and governance for private equity portfolios.

Core Features & Use Cases

  • Ingest financial packages (Excel, PDF, CSV) and identify reporting periods
  • Extract KPIs: Revenue, EBITDA, cash balance, debt, capex, working capital
  • Perform variance analysis and flag variances with clear color indicators
  • Generate executive summaries, KPI tables, and covenant status for board materials and management reporting
  • Use cases include reviewing portfolio company performance, covenant monitoring, and preparing board decks

Quick Start

Ingest the latest portfolio company financial package and generate a variance analysis dashboard.

Frequently Asked Questions about Portfolio Monitoring

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

FAQPage Schema
How do I extract KPIs and perform variance analysis from portfolio company financial packages?▼

Variance analysis extracts KPIs like Revenue, EBITDA, and cash balance from portfolio company financial packages, flagging deviations to budget with clear color indicators to produce board-ready summaries.

Can I ingest Excel, PDF, and CSV files for private equity portfolio monitoring?▼

Yes, private equity portfolio monitoring supports ingesting Excel, PDF, and CSV financial packages, automatically identifying reporting periods to track performance against plan.

What is the best way to automate covenant checks for board material preparation?▼

Board material preparation automates covenant checks by ingesting financial data, extracting relevant debt and working capital KPIs, and generating covenant status summaries for management reporting.

How do I generate executive summaries and KPI tables for board decks?▼

Executive summaries and KPI tables for board decks are generated by ingesting monthly or quarterly financial packages, extracting metrics, and producing board-ready variance dashboards.

Does portfolio monitoring work for monthly and quarterly financial reporting periods?▼

Portfolio monitoring handles both monthly and quarterly financial reporting periods, ingesting submitted packages to track performance against budget and flag variances for governance and decision-making.

What KPIs can I track for private equity portfolio companies?▼

Private equity portfolio monitoring tracks KPIs including Revenue, EBITDA, cash balance, debt, capex, and working capital, performing variance analysis against plan for board materials.

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