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.
npx skills add https://github.com/onewave-ai/claude-skills --skill portfolio-analyzer