Summary
A straightforward financial analysis tool that breaks down investment portfolios by risk, diversification, and fees, then suggests rebalancing moves and tax-loss harvesting opportunities. You'd reach for this when reviewing a client's holdings or doing a periodic checkup on your own accounts. It follows the standard analyst output format with timestamped reports and actionable recommendations. The obvious caveat is that you still need to understand the fundamentals yourself since it's playing the role of analyst, not replacing human judgment on complex financial decisions. Useful for getting a structured second opinion or catching allocation drift you might have missed.
Install to Claude Code
npx -y skills add onewave-ai/claude-skills --skill portfolio-analyzer --agent claude-codeInstalls into .claude/skills of the current project.
Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →
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Files
SKILL.mdView on GitHub
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
# Portfolio Analyzer Output
**Generated**: {timestamp}
---
## Results
[Your formatted output here]
---
## Recommendations
[Actionable next steps]
Best Practices
- Be Specific: Focus on concrete, actionable outputs
- Use Templates: Provide copy-paste ready formats
- Include Examples: Show real-world usage
- Add Context: Explain why recommendations matter
- 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:
- Understand user's context and goals
- Generate comprehensive output
- Provide actionable recommendations
- Include examples and templates
- Suggest next steps
Remember: Focus on delivering value quickly and clearly!
Featured
Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →
