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portfolio-review

Assess investment portfolios by synthesizing internal knowledge base data with real-time market metrics.

Updated May 30, 2026
Search Tags:#investment#reporting#portfolio#financial analysis#valuation#stock
One-click install
npx skills add https://github.com/zhaojun1/skills --skill portfolio-review-zhaojun1
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-review
Source: https://github.com/zhaojun1/skills/tree/main/portfolio-review
Command: npx skills add https://github.com/zhaojun1/skills --skill portfolio-review-zhaojun1

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill solves the problem of fragmented investment tracking by providing a centralized, objective, and periodic health check for your entire portfolio, preventing emotional decision-making.

Core Features & Use Cases

  • Full-Spectrum Dashboard: Generates a comprehensive report including valuation temperature, financial performance, and management sentiment.
  • Data-Driven Insights: Aggregates information from your internal knowledge base (reports, transcripts) and real-time market data.
  • Use Case: When you want to review your holdings after a market shift, this Skill scans your knowledge base to identify which companies are approaching sell-side valuation or require attention due to recent management changes.

Quick Start

Trigger the portfolio-review skill to generate a full health report for all my current holdings.

Frequently Asked Questions about portfolio-review

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

FAQPage Schema
How do I run an automated investment portfolio health check?▼

A portfolio health check provides an objective, centralized assessment of your holdings to prevent emotional decision-making. It evaluates valuation temperature, financial performance, and management sentiment across multiple asset classes.

Does portfolio reporting work with internal knowledge bases and real-time market data?▼

Portfolio reporting aggregates information from your internal knowledge base, such as reports and transcripts, alongside real-time market data. This data-driven approach provides objective insights for systematic review across multiple asset classes.

What is the best way to evaluate stock valuation and management sentiment for my holdings?▼

To evaluate stock valuation and management sentiment, trigger a comprehensive health assessment. The skill scans internal knowledge base data and real-time metrics to identify which holdings require immediate attention after a market shift.

Can I use financial analysis tools to review holdings after a market shift?▼

Financial analysis tools can review holdings after a market shift by scanning your knowledge base to identify companies requiring attention. This prevents fragmented investment tracking and highlights recent management changes.

Do I need external financial data providers to perform systematic portfolio reviews?▼

You need external financial data providers to perform systematic portfolio reviews because the skill relies on real-time market metrics. This integration ensures accurate valuation temperature and financial trend analysis.

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