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prism-analyst

Official

Automate in-depth analysis of Prism deals and transactions.

Finance & Accounting#portfolio analysis#transaction analysis#financial metrics#prism#nav
AuthorCardoAI
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates complex analysis of Prism deals and transactions, saving you time and ensuring accurate insights.

Core Features & Use Cases

  • Portfolio Analysis: Analyze sector allocation, top companies, KPIs, NAV, and financial metrics.
  • Transaction Analysis: Understand stratification, delinquency/loss/prepayment analysis, and full portfolio reports.
  • Use Case: Imagine you need to analyze the performance of a specific portfolio. Use this Skill to generate a comprehensive report, including a comparison with the prior year.

Quick Start

Use the prism-analyst skill to analyze the performance of the portfolio with deal ID '12345'.

Dependency Matrix

Required Modules

prism-api

Components

scriptsreferencesassets

💻 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: prism-analyst
Download link: https://github.com/CardoAI/cardoai-client-plugins/archive/main.zip#prism-analyst

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