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.
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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!
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Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →First SeenJun 3, 2026
