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Portfolio Value (AUM & PnL)

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Monitor end-of-day portfolio snapshots and daily profit/loss changes.

Finance & Accounting#portfolio analysis#equity monitoring#AUM tracking#PnL analysis#market exposure
Authorguyman-tr
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill provides real-time insights into portfolio performance, enabling users to track assets under management (AUM), equity, and profit/loss with precision.

Core Features & Use Cases

  • End-of-Day Snapshots: Access current state of AUM, equity, and market exposure.
  • Daily PnL Tracking: Monitor realized and unrealized profit/loss changes daily.
  • Copy vs Manual Equity Split: Analyze copy-based and manual equity allocations.
  • Use Case: For financial analysts, the skill helps in understanding the impact of market movements on investment portfolios.

Quick Start

Query the Portfolio Value (AUM & PnL) skill for the total AUM on a specific date.

Dependency Matrix

Required Modules

None required

Components

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 Value (AUM & PnL)
Download link: https://github.com/guyman-tr/Databricks_Knowledge/archive/main.zip#portfolio-value-aum-pnl

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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