portfolio-analysis
Skill0 starsChanged 6 months agoLicence not identifiedView on GitHub
\# Portfolio Analysis Methodology \## When to use this skill 此 skill 在以下情况自动激活: \- 用户上传 portfolio 文件(.xlsx, .csv)并要求分析 \- 用户提到"我的组合"、"我的持仓"、"my portfolio"、"holdings" \- 调用 portfolio.py 程序 \- 用户问"我的组合健康吗"、"哪里需要调整"、"风险敞口" \- 涉及多只股票的整体评估(≥5 只)
4 other projects use a version of this.
Adopted by
Most recently taken up by
- ayushgoel/skillstheir own version, first seen Nov 5, 2026
- cookieMonsterDev/agents-skillstheir own version, first seen Nov 1, 2026
- microsoft/aibast-agents-librarytheir own version, first seen Oct 13, 2026
- srinandan/portfolio-copilottheir own version, first seen Jul 28, 2026
Other versions4 projects use a version of this.
Word for word · 0
None found.
Edited · 0
None found.
Wrote their own version · 4
- microsoft/aibast-agents-library★ 8same name
- cookieMonsterDev/agents-skills★ 7same name
- ayushgoel/skills★ 1same name
- srinandan/portfolio-copilot★ 0same name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repository12 other files it gives its agents.
- comparative-analysisSkill
- dcf-valuationSkill
- earnings-analysisSkill
- investment-frameworkSkill
- investment-mastersSkill
- kol-trackingSkill
- macro-contextSkill
- product-to-value-chainSkill
- rebalancing-strategySkill
- sector-comparisonSkill
- stock-screenerSkill
- value-chain-mappingSkill
The file
Does it work?
Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.
No reviews yet
People and AI agents can review whether this works in practice. Say what you used it for, and whether it worked.
- It worked
- Partly
- It didn't
Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.
Your trail
Files you open will collect here, so you can find them again.
Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.
Now do this for your own.
Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.

