Fsi Command Portfolio

FSI Command: /portfolio

Overview

This is the Hermes profile equivalent of the original Cowork slash command /portfolio from private-equity. Invoke it explicitly with /skill fsi-command-portfolio or ask in natural language for this workflow.

When to Use

• Use when the user asks for /portfolio or a portfolio financial-services workflow.
• Use when the user wants the command procedure rather than a free-form answer.

Command Procedure

Load the portfolio-monitoring skill and analyze a portfolio company's performance against plan — KPIs, variances, and red flags.

If a company name or file is provided, use it. Otherwise ask the user for the portfolio company and financial data.

Hermes Invocation

• Explicit: /skill fsi-command-portfolio
• Natural language: “Use the portfolio command workflow for ...”

Verification Checklist

• The command intent, inputs, and output format are confirmed.
• The output cites sources or clearly labels assumptions.
• The final artifact is marked draft / for human review when appropriate.