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ZooWork Market · Skill

portfolio-analyzer

This skill should be used when the user asks to "analyze my portfolio", "review my investments", "check my asset allocation", "how is my portfolio performing", "what should I rebalance", "compare to benchmarks", "do you have concerns with my portfolio", "is my allocation appropriate for retirement", or provides brokerage statements, holdings CSVs, portfolio PDFs, or screenshots. Also triggered by mentions of portfolio risk, concentration, diversification, sector allocation, or investment performance metrics.

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mrelph
mrelph-claude-agents-skills-portfolio-analyzer · v1.0.2
分类未分类
安装次数22
更新时间2026-10-26T18:55:42.063Z
校验状态待验证