portfolio-monitoring
anthropics/financial-servicesOfficial collectionCloud & DevOpsOffice & PDFData & analytics
portfolio-monitoring is a skill in anthropics/financial-services, last changed 20 May 2026. It is instructions only: no scripts, no named hosts and no pre-approved tools.
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
At a glance
What it can touch
- Instructions only
It is instructions only: no scripts, no named hosts and no pre-approved tools.
How much a skill can do, not whether it is risky.
Pattern check
Nothing flagged
That isn't proof the skill is harmless.
Commit 6056506 · 3 Nov 2026
How the check worksPattern check: nothing flagged
That isn't proof the skill is harmless.
Install
Each tab says whether it installs commit 6056506, the one we checked, or the latest version.
OpenCode also looks in .agents/skills/ and ~/.agents/skills/, so use the Any agent steps.
Goose also looks in .agents/skills/ and ~/.agents/skills/, so use the Any agent steps.
Windsurf (Devin Desktop) also looks in .agents/skills/ and ~/.agents/skills/, so use the Any agent steps.
Zed also looks in .agents/skills/ and ~/.agents/skills/, so use the Any agent steps.
Roo Code also looks in .agents/skills/ and ~/.agents/skills/, so use the Any agent steps.
Factory Droid also looks in .agents/skills/ and ~/.agents/skills/, so use the Any agent steps.
Junie also looks in .agents/skills/ and ~/.agents/skills/, so use the Any agent steps.
Amp also looks in .agents/skills/ and ~/.agents/skills/, so use the Any agent steps.
No install command here reaches Kiro. Copy the skill's folder into .kiro/skills/ in your project, or ~/.kiro/skills/ for all your projects. anthropics/financial-services/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring (opens in a new tab)
Antigravity also looks in .agents/skills/, so the Any agent steps reach it with This project. For All projects, see where Antigravity looks.
Cline also looks in .claude/skills/, so the Claude Code steps reach it with This project. For All projects, see where Cline looks.
Claude Code
Pinned to commit 6056506, the one we checked.
From your project's root folder:
tmp="$(mktemp -d)" &&git clone -q --depth 1 --filter=blob:none --no-checkout https://github.com/anthropics/financial-services.git "$tmp" &&git -C "$tmp" fetch -q --depth 1 origin 60565064557ca77b12f62aa7877f365d111c129d &&git -C "$tmp" sparse-checkout set -- plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring &&git -C "$tmp" checkout -q 60565064557ca77b12f62aa7877f365d111c129d &&mkdir -p .claude/skills &&mkdir .claude/skills/portfolio-monitoring &&cp -R "$tmp"/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/. .claude/skills/portfolio-monitoring/ &&rm -rf "$tmp"If Claude Code was already running and this created the skills folder, run /reload-skills.
Claude apps
Pinned to commit 6056506, the one we checked.
Skills in the Claude apps belong to your account rather than to a project.
Make portfolio-monitoring.zip, with the skill folder at the top level:
tmp="$(mktemp -d)" &&git clone -q --depth 1 --filter=blob:none --no-checkout https://github.com/anthropics/financial-services.git "$tmp" &&git -C "$tmp" fetch -q --depth 1 origin 60565064557ca77b12f62aa7877f365d111c129d &&git -C "$tmp" sparse-checkout set -- plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring &&git -C "$tmp" checkout -q 60565064557ca77b12f62aa7877f365d111c129d &&out="$(mktemp -d)" &&cp -R "$tmp"/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring "$out"/portfolio-monitoring &&(cd "$out" && zip -qr - portfolio-monitoring) > portfolio-monitoring.zip &&rm -rf "$tmp" "$out"In Claude, open Customize > Skills, select +, then + Create skill > Upload a skill, and choose portfolio-monitoring.zip.
On Free, Pro and Max plans, turn on Code execution and file creation (Create and edit files in newer settings) under Settings > Capabilities.
Codex
Pinned to commit 6056506, the one we checked.
From your project's root folder:
tmp="$(mktemp -d)" &&git clone -q --depth 1 --filter=blob:none --no-checkout https://github.com/anthropics/financial-services.git "$tmp" &&git -C "$tmp" fetch -q --depth 1 origin 60565064557ca77b12f62aa7877f365d111c129d &&git -C "$tmp" sparse-checkout set -- plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring &&git -C "$tmp" checkout -q 60565064557ca77b12f62aa7877f365d111c129d &&mkdir -p .agents/skills &&mkdir .agents/skills/portfolio-monitoring &&cp -R "$tmp"/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/. .agents/skills/portfolio-monitoring/ &&rm -rf "$tmp"Codex picks up new skills on its own; restart it if this one does not appear.
Cursor
Pinned to commit 6056506, the one we checked.
From your project's root folder:
tmp="$(mktemp -d)" &&git clone -q --depth 1 --filter=blob:none --no-checkout https://github.com/anthropics/financial-services.git "$tmp" &&git -C "$tmp" fetch -q --depth 1 origin 60565064557ca77b12f62aa7877f365d111c129d &&git -C "$tmp" sparse-checkout set -- plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring &&git -C "$tmp" checkout -q 60565064557ca77b12f62aa7877f365d111c129d &&mkdir -p .cursor/skills &&mkdir .cursor/skills/portfolio-monitoring &&cp -R "$tmp"/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/. .cursor/skills/portfolio-monitoring/ &&rm -rf "$tmp"Copilot & VS Code
Pinned to commit 6056506, the one we checked.
From your project's root folder:
tmp="$(mktemp -d)" &&git clone -q --depth 1 --filter=blob:none --no-checkout https://github.com/anthropics/financial-services.git "$tmp" &&git -C "$tmp" fetch -q --depth 1 origin 60565064557ca77b12f62aa7877f365d111c129d &&git -C "$tmp" sparse-checkout set -- plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring &&git -C "$tmp" checkout -q 60565064557ca77b12f62aa7877f365d111c129d &&mkdir -p .github/skills &&mkdir .github/skills/portfolio-monitoring &&cp -R "$tmp"/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/. .github/skills/portfolio-monitoring/ &&rm -rf "$tmp"In a running Copilot CLI session, run /skills reload.
Or install it with gh skill, which also installs the commit we checked. Needs GitHub CLI 2.90 or later.
gh skill install anthropics/financial-services plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/SKILL.md@60565064557ca77b12f62aa7877f365d111c129d --agent github-copilot --scope projectGemini CLI
Pinned to commit 6056506, the one we checked.
From your project's root folder:
tmp="$(mktemp -d)" &&git clone -q --depth 1 --filter=blob:none --no-checkout https://github.com/anthropics/financial-services.git "$tmp" &&git -C "$tmp" fetch -q --depth 1 origin 60565064557ca77b12f62aa7877f365d111c129d &&git -C "$tmp" sparse-checkout set -- plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring &&git -C "$tmp" checkout -q 60565064557ca77b12f62aa7877f365d111c129d &&mkdir -p .gemini/skills &&mkdir .gemini/skills/portfolio-monitoring &&cp -R "$tmp"/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/. .gemini/skills/portfolio-monitoring/ &&rm -rf "$tmp"In a running session, run /skills reload.
Or use Gemini CLI’s own installer. Installs the latest version, not the one we checked.
gemini skills install https://github.com/anthropics/financial-services.git --path plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring --scope workspaceAny agent
Pinned to commit 6056506, the one we checked.
OpenCode, Goose, Windsurf (Devin Desktop), Zed, Roo Code, Factory Droid, Junie, Amp and Antigravity read .agents/skills in a project.
From your project's root folder:
tmp="$(mktemp -d)" &&git clone -q --depth 1 --filter=blob:none --no-checkout https://github.com/anthropics/financial-services.git "$tmp" &&git -C "$tmp" fetch -q --depth 1 origin 60565064557ca77b12f62aa7877f365d111c129d &&git -C "$tmp" sparse-checkout set -- plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring &&git -C "$tmp" checkout -q 60565064557ca77b12f62aa7877f365d111c129d &&mkdir -p .agents/skills &&mkdir .agents/skills/portfolio-monitoring &&cp -R "$tmp"/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/. .agents/skills/portfolio-monitoring/ &&rm -rf "$tmp"Or use the skills CLI from skills.sh. Installs the latest version, not the one we checked. The skills CLI reports installs to skills.sh unless you set DISABLE_TELEMETRY=1.
npx skills@1.7.4 add anthropics/financial-services --skill portfolio-monitoringWhat it can touch
From the files and frontmatter at commit 6056506. This is how much a skill can do, not whether it is risky.
Instructions only
It is instructions only: no scripts, no named hosts and no pre-approved tools.
Pattern check
Pattern check: nothing flagged · commit 6056506 · 3 Nov 2026
We checked every text file in this skill, at commit 6056506 on 3 Nov 2026, against 45 published patterns such as download-and-run commands, hidden text and credential access. We don't run the skill, we don't read the web pages it points to, and we can't judge everything its instructions might lead an agent to do. In published tests, pattern checks like this one missed most malicious skills. Read the skill before you install it — especially anything it asks you to download or run.
Format check
Each agent reads SKILL.md a little differently. We check the file against each one's published rules; we don't run the skill in any agent.
Agent Skills specPasses
The open format from agentskills.io, held to the strictest version of each rule among the agents we check.
- Note
There is no license field, so readers can't tell whether they may reuse the skill. O2
Fix: Add license: with an SPDX name such as MIT or Apache-2.0, or the name of a bundled licence file.
- Note
- Claude CodePasses
Claude apps & API uploadPasses
Uploading to claude.ai or the Claude API, or packaging with Anthropic's script, accepts only the six spec fields and stops on anything else.
- Note
The description is 440 characters. The claude.ai Help Center says 200 at most, though Anthropic's API docs and validator allow 1,024. D4
Fix: If the claude.ai upload refuses it, trim the description to 200 characters.
- Note
- OpenAI (Codex & API)Passes
- VS Code & CopilotPasses
SKILL.md
Files
1 file
| Path | Size |
|---|---|
| SKILL.md (opens in a new tab) | 2.3 KB |
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