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sammyTI
sammyTICOMMUNITY
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Portfolio Monitoring

Extract financial KPIs from Excel, PDF, or CSV reports and analyze variances.

Updated May 3, 2026
Search Tags:#portfolio#financial analysis#variance analysis#covenant monitoring#KPI extraction
One-click install
npx skills add https://github.com/sammyTI/dotcompany-template --skill portfolio-monitoring-sammyti
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Portfolio Monitoring
Source: https://github.com/sammyTI/dotcompany-template/tree/main/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring
Command: npx skills add https://github.com/sammyTI/dotcompany-template --skill portfolio-monitoring-sammyti

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill enables professionals to efficiently analyze and monitor portfolio company financials, identifying variances and assessing performance against plans.

Core Features & Use Cases

  • Financial Data Extraction: Ingests monthly or quarterly financial packages such as Excel, PDF, or CSV files to retrieve key financial KPIs.
  • Variance Analysis & Flagging: Compares actuals against budgets, highlights deviations with color-coded flags, and summarizes performance.
  • Use Case: When reviewing a portfolio company's quarterly report, use this Skill to extract KPIs, analyze variances, flag critical issues, and prepare a concise summary for board review.

Quick Start

Upload the financial package and ask the AI to analyze performance and flag variances based on the latest data.

Frequently Asked Questions about Portfolio Monitoring

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

FAQPage Schema
How do I extract financial KPIs from portfolio company reports?▼

To extract financial KPIs, upload your financial packages in Excel, PDF, or CSV formats. The Skill processes these files to retrieve key metrics, compare actuals against budgets, and summarize performance for investment decision-making.

What is the best way to automate variance analysis for portfolio monitoring?▼

Automate variance analysis by uploading monthly or quarterly financial reports. The tool compares actuals with budgets, highlights deviations using color-coded flags, and provides summarized insights to streamline portfolio financial analysis.

Can I use this for covenant compliance monitoring from PDF and Excel files?▼

Yes, you can use this for covenant monitoring by processing Excel, PDF, or CSV financial packages. It extracts performance data and flags critical issues to help assess compliance and support investment decision-making.

How do I flag financial deviations in a quarterly board review report?▼

Flag financial deviations by feeding the quarterly report into the Skill. It compares actuals against budgets, identifies variances, and flags critical issues to prepare a concise performance summary for board review.

Does portfolio financial analysis work with CSV file formats?▼

Yes, portfolio financial analysis works with CSV, Excel, and PDF file formats. The Skill ingests these financial packages to extract KPIs, analyze variances, and provide trend analysis for portfolio companies.

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