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portfolio-pulse

Summarize portfolio activity across managers and direct holdings for a specified time window.

Updated Apr 24, 2026
Search Tags:#monitoring#portfolio#data-analysis#investments#digest#family-office#portfolio-pulse
One-click install
npx skills add https://github.com/intelligent-alpha/plugins --skill portfolio-pulse
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-pulse
Source: https://github.com/intelligent-alpha/plugins/tree/main/intelligent-alpha/skills/portfolio-pulse
Command: npx skills add https://github.com/intelligent-alpha/plugins --skill portfolio-pulse

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The digest helps reduce the time spent understanding portfolio movements by providing a concise, comprehensive view of changes, watch items, and silent signals across the entire portfolio.

Core Features & Use Cases

  • Consolidated weekly/monthly digest across all managers and direct holdings.
  • Highlights changes, upcoming items to watch, and quiet signals to surface risk and opportunities.
  • Reads manager letters, portfolio data, and relationship notes captured during the period to produce actionable insights.

Quick Start

Summarize portfolio activity for the last 30 days across all managers and direct holdings to produce a concise digest.

Frequently Asked Questions about portfolio-pulse

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

FAQPage Schema
How do I get a weekly portfolio digest across multiple managers and direct holdings?▼

A portfolio digest summarizes activity across all managers and direct holdings for a specified time window, highlighting changes, watch items, and quiet signals. It defaults to a 30-day window unless overridden.

What is the best way to consolidate family office portfolio changes for a morning review?▼

Consolidating family office portfolio changes involves pulling context from family rules and overlays, reading manager letters, and consolidating current data to produce actionable insights for morning or weekly reviews.

Can I summarize portfolio activity for a custom time window instead of the default 30 days?▼

Yes, you can override the default 30-day window. Specifying a custom time window allows the portfolio digest to summarize activity, changes, and quiet signals precisely for that period.

How does a portfolio digest identify silent signals and upcoming risks?▼

A portfolio digest identifies silent signals by reading manager letters, portfolio data, and relationship notes captured during the period. It surfaces risks and opportunities by highlighting what is quiet alongside active changes.

Does portfolio monitoring require specific data formats to produce sourced notes?▼

Portfolio monitoring requires manager letters, direct holdings data, and relationship notes as input. The digest consolidates this current data with family rules and overlays to provide sourced notes.

When should I use an automated portfolio digest instead of manual data analysis?▼

Use an automated portfolio digest when you need to reduce time spent understanding portfolio movements. It provides a concise, comprehensive view of changes, watch items, and silent signals across the entire portfolio for reviews.

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