Portfolio Analyzer

作者 onewave-aifc5b7851a6c7无许可证325 个星标收录于 2026年10月8日更新于 2026年10月8日仓库6天前更新

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

仅含说明Business & Finance
AI 生成的概览

审查投资组合的风险、分散化与费用,并给出资产配置、税损收割和再平衡建议。

功能
以财务分析师的角色审查投资组合,识别风险与机会。它会生成格式化的 Markdown 报告,包含结果和可执行的建议,涵盖资产配置、分散化、费用、税损收割和再平衡。它还要求附上适当的免责声明。
适用场景
适用于希望审查投资组合风险、分散化程度或费用水平的情形。也适合需要资产配置建议、税损收割思路或再平衡建议的请求。
运行要求
无需脚本或特殊工具,仅为指令型技能。需要用户提供投资组合信息,并依赖智能体自身的文本生成能力。

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!

来源与署名

来源:onewave-ai/claude-skills位于portfolio-analyzer提交fc5b785

许可证: 无许可证

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