How do I install the Portfolio Monitoring skill?

Run npx skillmds@latest add hvkshetry/portfolio-monitoring in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Portfolio Monitoring safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Portfolio Monitoring?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Portfolio Monitoring free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Portfolio Monitoring?

hvkshetry (@hvkshetry) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Portfolio Monitoring by hvkshetry — Agent Skill

Name: Portfolio Monitoring
Author: hvkshetry

File contents

Portfolio Monitoring (Private / Illiquid)

Track performance of non-public holdings and connect results to household portfolio decisions.

MCP Tool Map

Illiquid holdings source-of-truth: finance-graph.list_assets, finance-graph.list_valuation_observations, finance-graph.upsert_financial_statement_period, finance-graph.upsert_statement_line_items
Estate-planning boundary: estate-planning is for legal/succession ownership records, not valuation or PL/CFS/BS storage
Household portfolio context: ghostfolio.account, ghostfolio.portfolio, portfolio-analytics.get_condensed_portfolio_state
Market and macro context: market-intel-direct.get_market_snapshot, market-intel-direct.get_macro_context_panel
Public comp disclosure benchmarks: sec-edgar.sec_edgar_company, sec-edgar.sec_edgar_financial, sec-edgar.sec_edgar_filing
Tax impact context: only use household-tax.assess_exact_support for supported exact household-tax cases

Workflow

Step 1: Ingest Operating Package

Collect manual KPI inputs: revenue, EBITDA, cash, debt, capex, working capital, backlog, churn, orders.
Capture reporting period and budget/plan reference.
Maintain asset metadata via normalized taxonomy (asset_class_code, asset_subclass_code) and explicit jurisdiction_code/valuation_currency.

Step 2: Variance and Trend Review

Compute actual vs budget variance.
Flag material misses and explain operational drivers.
Separate one-off noise from structural change.

Step 3: External Benchmarking

Select public comps and pull recent disclosure metrics.
Compare growth, margins, leverage, and valuation bands.

Step 4: Portfolio and Tax Relevance

Assess how updated private valuation/risk affects total household allocation.
Report portfolio totals with explicit semantics: investments_value_ex_cash, cash_balance, net_worth_total.
Summarize likely tax outcomes of hold, partial sale, or recap scenarios.

Step 5: Monitoring Output

KPI dashboard.
Red/amber/green risk flags.
Required management follow-ups.
Next-period watch items.

---name: portfolio-monitoringdescription: Monitor illiquid/private holdings and operating KPIs against plan, with valuation and risk implications.---# Portfolio Monitoring (Private / Illiquid)Track performance of non-public holdings and connect results to household portfolio decisions.## MCP Tool Map- Illiquid holdings source-of-truth: `finance-graph.list_assets`, `finance-graph.list_valuation_observations`, `finance-graph.upsert_financial_statement_period`, `finance-graph.upsert_statement_line_items`- Estate-planning boundary: `estate-planning` is for legal/succession ownership records, not valuation or PL/CFS/BS storage- Household portfolio context: `ghostfolio.account`, `ghostfolio.portfolio`, `portfolio-analytics.get_condensed_portfolio_state`- Market and macro context: `market-intel-direct.get_market_snapshot`, `market-intel-direct.get_macro_context_panel`- Public comp disclosure benchmarks: `sec-edgar.sec_edgar_company`, `sec-edgar.sec_edgar_financial`, `sec-edgar.sec_edgar_filing`- Tax impact context: only use `household-tax.assess_exact_support` for supported exact household-tax cases## Workflow### Step 1: Ingest Operating Package- Collect manual KPI inputs: revenue, EBITDA, cash, debt, capex, working capital, backlog, churn, orders.- Capture reporting period and budget/plan reference.- Maintain asset metadata via normalized taxonomy (`asset_class_code`, `asset_subclass_code`) and explicit `jurisdiction_code`/`valuation_currency`.### Step 2: Variance and Trend Review- Compute actual vs budget variance.- Flag material misses and explain operational drivers.- Separate one-off noise from structural change.### Step 3: External Benchmarking- Select public comps and pull recent disclosure metrics.- Compare growth, margins, leverage, and valuation bands.### Step 4: Portfolio and Tax Relevance- Assess how updated private valuation/risk affects total household allocation.- Report portfolio totals with explicit semantics: `investments_value_ex_cash`, `cash_balance`, `net_worth_total`.- Summarize likely tax outcomes of hold, partial sale, or recap scenarios.### Step 5: Monitoring Output- KPI dashboard.- Red/amber/green risk flags.- Required management follow-ups.- Next-period watch items.

Frequently asked questions

Portfolio Monitoring