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portfolio-monitoring

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".

Quality

89%

Does it follow best practices?

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SecuritybySnyk

Passed

No findings from the security scan

The canonical home for this skill is portfolio-monitoring in anthropics/financial-services

SKILL.md
Quality
Evals
Security

Quality

Content

86%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A tight, well-structured analytical skill: lean token usage, concrete KPI lists and variance thresholds, a defined output format, and good guardrails asking for missing budgets and covenant terms. The main gaps are the unspecified mechanics of Excel/PDF extraction in Step 1 and the absence of any data-validation checkpoint before variances are flagged.

Suggestions

In Step 1, name concrete extraction tooling (e.g., pandas/openpyxl for Excel, pdfplumber for PDF) so the ingestion step is executable rather than implied.

Add a validation checkpoint after KPI extraction — e.g., tie extracted totals to the package's summary page and sanity-check against the prior period before classifying green/yellow/red.

Define the trend-analysis comparison basis concretely (e.g., specify periods or minimum data points) so Step 4 is unambiguous when only two periods are available.

DimensionReasoningScore

Conciseness

The body is a lean checklist: no concept explanations (nothing teaches what EBITDA or a covenant is), no library comparisons, no filler — lines like 'Green: Within 5% of plan' and 'Output should be board-ready — concise, factual, no fluff' each earn their place. It fully assumes Claude's competence.

5 / 5

Actionability

Guidance is concrete for an instruction-only skill: exact KPI lists, explicit thresholds ('Within 5%', '5-15% below plan', '>15%'), and a five-part output template with an example opener ('Company X is tracking [ahead/behind/on] plan…'). It is not a 5 because the ingestion step gives no concrete tooling for Excel/PDF extraction (no library, command, or method), leaving the riskiest step underspecified.

4 / 5

Workflow Clarity

A clear four-step sequence (Ingest → KPI Extraction & Variance → Flag & Summarize → Trend Analysis) with clarification checkpoints ('Always ask for the budget/plan to compare against if not provided', 'ask the user for the credit agreement terms'). It is not a 5 because there is no validation step on the extracted data (e.g., tie totals out or sanity-check KPI values against prior period) before flagging red/yellow.

4 / 5

Progressive Disclosure

The skill is ~55 self-contained lines with no bundle files (references/, scripts/, assets/ are absent) and no need for external references; content is well-organized under clear section headers. Per the simple-skill guideline, well-organized sections with no external dependencies earn a 5.

5 / 5

Total

18

/

20

Passed

Description

88%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong description: concrete third-person capability statements, an explicit 'Use when…' clause, and a natural trigger list that together answer both what the skill does and when to invoke it. The only weaknesses are slightly incomplete trigger synonym coverage (no file extensions or common variants like 'board deck') and minor overlap risk with generic finance/spreadsheet skills.

Suggestions

Add file extensions and common synonyms to the trigger list (e.g., '.xlsx', 'quarterly results', 'board deck', 'portfolio review') to raise trigger term coverage.

Sharpen distinctiveness by anchoring triggers on the niche phrasing already present (e.g., prefer 'portfolio company review' over the generic 'monthly financials') to reduce overlap with generic financial-analysis skills.

DimensionReasoningScore

Specificity

The description lists multiple concrete actions — 'Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards' — with comprehensive coverage of the skill's function. It is not a 4 because there are no meaningful gaps: ingestion, extraction, variance flagging, and output are all named specifically in third-person voice.

5 / 5

Completeness

It explicitly answers both 'what' ('ingests… extracts KPIs, flags variances to budget, and produces summary dashboards') and 'when' ('Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on…') with concrete trigger phrases, matching the anchor-5 pattern exactly.

5 / 5

Trigger Term Quality

Triggers 'monthly financials', 'covenant check', 'portfolio update', and 'review portfolio company' are natural phrases a user in this domain would say, and 'Excel, PDF' appear in the capability statement. It is not a 5 because common synonyms and file extensions are missing (e.g., '.xlsx', 'quarterly results', 'board deck'), and not a 3 because keyword coverage is broad and domain-appropriate.

4 / 5

Distinctiveness Conflict Risk

'Portfolio company', 'covenant compliance', and 'board materials' carve a clear private-equity/credit niche with distinct triggers. It is not a 5 because 'monthly financials' and 'Excel, PDF' carry minor overlap risk with generic financial-analysis or spreadsheet skills.

4 / 5

Total

18

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository

anthropics/financial-services

Path

plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md

Reviewed

Table of Contents

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