prism-analyst

Automate multi-agent retrieval of Prism deal and portfolio data.

3|Updated Jul 7, 2026

Search Tags:#portfolio analysis #transaction analysis #financial metrics #prism #nav

Ready to run

npx skills add https://github.com/CardoAI/cardoai-client-plugins --skill prism-analyst

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: prism-analyst
Source: https://github.com/CardoAI/cardoai-client-plugins/tree/main/plugins/prism-analyst/skills/prism-analyst
Command: npx skills add https://github.com/CardoAI/cardoai-client-plugins --skill prism-analyst

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires prism-api, and includes scripts (resource) and references (resource) and assets (resource) components.

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'.

Frequently Asked Questions about prism-analyst

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

FAQPage Schema

How do I automate Prism portfolio analysis for sector allocation and NAV metrics?▼

Prism portfolio analysis is automated by using the Skill to retrieve data via Prism API, handling multi-agent queries to evaluate sector allocation, top companies, KPIs, and NAV financial metrics. You simply provide the deal ID to generate comprehensive reports.

Can I use prism-analyst to generate a portfolio report comparing performance with the prior year?▼

Yes, you can analyze portfolio performance by specifying a deal ID like '12345' to generate a comprehensive report. The Skill retrieves the necessary transaction data to compare current financial metrics and stratification with the prior year.

Does transaction analysis support delinquency, loss, and prepayment calculations?▼

Transaction analysis supports delinquency, loss, and prepayment calculations by retrieving specific deal data from the Prism API. It stratifies the transactions to provide insights into full portfolio reports and historical performance trends.

Do I need Prism API access to run deal and transaction queries?▼

Yes, Prism API access is required to query and retrieve data. The Skill acts as an automation layer that handles complex queries and multi-agent retrieval directly from the Prism MCP tools to ensure accurate financial analysis.

What is the best way to analyze Prism deals without manually querying financial metrics?▼

The best way to analyze Prism deals without manual querying is to use an automation Skill that handles domain-specific retrieval. It processes complex queries related to portfolio and transaction analysis directly through the connected API.

Are there limitations when retrieving complex financial data from Prism MCP tools?▼

Retrieval limitations depend entirely on the Prism API access and the specific deal IDs available. The Skill automates the multi-agent querying process but cannot retrieve data or generate metrics for deals that are not accessible through your existing API permissions.