portfolio-pulse
OfficialYour weekly snapshot of portfolio changes
Finance & Accounting#monitoring#portfolio#data-analysis#investments#digest#family-office#portfolio-pulse
Authorintelligent-alpha
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: portfolio-pulse Download link: https://github.com/intelligent-alpha/plugins/archive/main.zip#portfolio-pulse Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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