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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".

70

Quality

88%

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SecuritybySnyk

Passed

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SKILL.md
Quality
Evals
Security

Quality

Content

72%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 well-structured, concise workflow with concrete KPI lists and traffic-light thresholds, but it is missing explicit validation/verification checkpoints for an operation that surfaces covenant-breach flags, which caps workflow clarity. Ingestion mechanics are also under-specified.

Suggestions

Add explicit validation checkpoints in the workflow — e.g., after KPI extraction, reconcile figures back to the source package, and confirm covenant levels against the credit agreement before raising a Red flag.

Name a concrete ingestion/extraction approach or tool for Excel/PDF packages (or point to a reference script) so the 'extract key financials' step is executable rather than abstract.

Tighten the Step 2 KPI lists by collapsing the Financial/Operational bullet redundancy with the intro sentence to reclaim a few tokens.

DimensionReasoningScore

Conciseness

Lean, well-organized bullet structure with no explaining of concepts Claude already knows (e.g., no definition of EBITDA); the exhaustive KPI lists and slight redundancy between Step 2's intro and its lists keep it just short of fully lean.

4 / 5

Actionability

Specific KPI lists, explicit Green/Yellow/Red thresholds, and a 5-item output template give mostly executable guidance; the 'how' of ingesting/extracting from Excel/PDF is left abstract with no tool or method named.

4 / 5

Workflow Clarity

A clear 4-step sequence with explicit variance thresholds is present, but it lacks validation checkpoints (e.g., reconcile extracted KPIs to source, confirm covenant levels against the credit agreement before flagging red); for a skill touching financial packages and covenant-breach flags, the missing verification cap applies.

3 / 5

Progressive Disclosure

A single self-contained file under ~60 lines with well-organized headers (Workflow, Important Notes) and no nested or buried references; for a short single-file skill this is well-structured.

5 / 5

Total

16

/

20

Passed

Description

100%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, third-person description that concretely states capabilities and gives explicit, natural trigger phrases for when to use it. It clearly answers both 'what' and 'when' with minimal conflict risk.

DimensionReasoningScore

Specificity

Lists multiple concrete actions — 'Ingests monthly/quarterly financial packages (Excel, PDF)', 'extracts KPIs', 'flags variances to budget', 'produces summary dashboards' — giving comprehensive coverage of what the skill does.

5 / 5

Completeness

Explicitly answers both what (ingest/extract/flag/produce) and when, via a clear 'Use when...' clause plus concrete trigger phrases.

5 / 5

Trigger Term Quality

Combines natural use-case phrases ('reviewing portfolio company financials', 'preparing board materials', 'monitoring covenant compliance') with explicit trigger variants ('review portfolio company', 'monthly financials', 'covenant check', 'portfolio update'), covering synonyms a user would naturally say.

5 / 5

Distinctiveness Conflict Risk

Occupies a distinct PE/portfolio-finance niche ('portfolio company', 'covenant compliance', 'board materials') with triggers unlikely to fire for unrelated skills.

5 / 5

Total

20

/

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
Reviewed

Table of Contents

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