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portfolio-report

Generate an interactive HTML portfolio analysis report from a Fidelity CSV export.

Updated Mar 2, 2026
Search Tags:#risk assessment#portfolio analysis#retirement planning#financial planning#yfinance#investment report#fidelity csv
One-click install
npx skills add https://github.com/kishchal/portfolio-report --skill portfolio-report
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-report
Source: https://github.com/kishchal/portfolio-report/tree/main
Command: npx skills add https://github.com/kishchal/portfolio-report --skill portfolio-report

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires yfinance, numpy, and includes scripts (resource) and assets (resource) components.

What problem does it solve?

This Skill automates the creation of comprehensive, interactive HTML reports from Fidelity CSV exports, providing deep insights into portfolio performance, allocation, and risk.

Core Features & Use Cases

  • Automated Report Generation: Transforms raw portfolio data into visually rich, interactive HTML reports.
  • In-depth Analysis: Includes features like risk classification, investment suggestions, withdrawal planning, and tax-loss harvesting analysis.
  • Use Case: When a user wants to understand their investment performance and get actionable advice, they can simply provide their Fidelity CSV export to generate a detailed report.

Quick Start

Run the portfolio report skill using your Fidelity CSV file located at '/path/to/Portfolio_Positions.csv'.

Frequently Asked Questions about portfolio-report

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

FAQPage Schema
How do I generate a portfolio analysis report from a Fidelity CSV export?▼

You can generate an interactive portfolio analysis report by running the skill with your Fidelity CSV file path. It consolidates holdings, risk classification, and withdrawal scenarios into a visually rich HTML document.

Can I model tax-efficient retirement withdrawals and Social Security income?▼

Yes, the portfolio report includes a retirement withdrawal planner with tax-efficient sequencing and Social Security income modeling. It simulates various withdrawal scenarios to help optimize your retirement income strategy.

Does the investment report tool support Monte Carlo simulation and fund overlap analysis?▼

Yes, the investment report supports Monte Carlo simulation for outcome forecasting and Fund X-Ray overlap analysis to detect duplicate holdings. It also generates auto-driven risk insights using yfinance data.

Do I need Python and yfinance installed to run the portfolio analysis?▼

Yes, you need Python 3 with the yfinance and numpy packages installed to run the portfolio analysis. These dependencies are required for data-driven risk classification and numerical calculations.

What financial planning features are included for rebalancing and tax-loss harvesting?▼

The financial planning features include rebalancing trade list generation and tax-loss harvesting analysis. It also provides fund expense drag analysis and what-if scenario comparisons to optimize your investment strategy.

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