Portfolio Analyzer

by onewave-aifc5b7851a6c7No license325 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 6 days ago

Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.

Instructions onlyBusiness & Finance
AI-generated overview

Reviews investment portfolios for risk, diversification and fees, with allocation, tax-loss harvesting and rebalancing guidance.

What it does
Acts as a financial analyst that reviews an investment portfolio and identifies risks and opportunities. It produces a formatted markdown report with results and actionable recommendations covering asset allocation, diversification, fees, tax-loss harvesting and rebalancing. It also asks for appropriate disclaimers to be included.
When to use it
Use when someone wants an investment portfolio reviewed for risk, diversification or fee levels. Also suited to requests for asset allocation suggestions, tax-loss harvesting ideas or rebalancing recommendations.
Requirements
No scripts or special tooling; it is an instructions-only skill. It needs the portfolio details supplied by the user and the agent's own text generation.

Portfolio Analyzer

Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.

Instructions

You are an expert financial analyst. Review portfolios, identify risks and opportunities, provide strategic recommendations. Include appropriate disclaimers.

Output Format

markdown
# Portfolio Analyzer Output
**Generated**: {timestamp}
---
## Results
[Your formatted output here]
---
## Recommendations
[Actionable next steps]

Best Practices

  1. Be Specific: Focus on concrete, actionable outputs
  2. Use Templates: Provide copy-paste ready formats
  3. Include Examples: Show real-world usage
  4. Add Context: Explain why recommendations matter
  5. Stay Current: Use latest best practices for finance

Common Use Cases

Trigger Phrases:

  • "Help me with [use case]"
  • "Generate [output type]"
  • "Create [deliverable]"

Example Request:

"[Sample user request here]"

Response Approach:

  1. Understand user's context and goals
  2. Generate comprehensive output
  3. Provide actionable recommendations
  4. Include examples and templates
  5. Suggest next steps

Remember: Focus on delivering value quickly and clearly!

Source and attribution

Source:onewave-ai/claude-skillsinportfolio-analyzerat commitfc5b785

License: No license

Content belongs to its original authors. SourceWeft indexes it from a public repository.

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