portfolio-analysis SKILL.md skillA
portfolio-analysis from cxcscmu/skilllearnbench is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add cxcscmu/skilllearnbench/portfolio-analysis@git:20260424.d50cf5aPins git:20260424.d50cf5a in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- cxcscmu/skilllearnbench
- Path
skills/b1-one-shot-claude-haiku-4-5/financial-analysis/portfolio-analysis/SKILL.md- Versions recorded
- 1
- Latest version
- git:20260424.d50cf5a, committed Apr 24, 2026
- Size
- 9,087 bytes
- Repository stars
- 91
- License
- MIT
Analyzing fund portfolios including AUM extraction, holdings counts, and portfolio composition.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Portfolio Analysis for Hedge Funds
## Overview
Portfolio analysis involves extracting fund-level information (AUM, total holdings, composition) from 13-F filings and comparing across time periods.
## Key Metrics
### 1. Assets Under Management (AUM)
**Location**: SUMMARYPAGE.tsv
```python
import pandas as pd
def get_fund_aum(accession_number, summarypage_df):
"""
Extract AUM for a specific fund
"""
fund_summary = summarypage_df[
summarypage_df['ACCESSION_NUMBER'] == accession_number
]
# Look for AUM-related fields in the data
# Common field names: AUM, ASSETS_UNDER_MANAGEMENT, TOTALASSETS, etc.
# Check available columns first
available_cols = fund_summary.columns.tolist()
print(f"Available columns: {available_cols}")
# If found, extract and convert to numeric
for col in available_cols:
if 'AUM' in col.upper() or 'ASSET' in col.upper() or 'TOTAL' in col.upper():
try:
aum_value = pd.to_numeric(
fund_summary[col].iloc[0],
errors='coerce'
)
return aum_value
except:
continue
…Read the whole file at its exact version.
How to install
mdr add cxcscmu/skilllearnbench/portfolio-analysis@sha256:4a3afa6c06ba5e54The line at the top of this page pins the label git:20260424.d50cf5a, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_ncrwug3t4fhmvcat)
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Versions
The registry has recorded 1 version of this file, committed on Apr 24, 2026.
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (9087 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
cxcscmu/skilllearnbench · 91 stars · license MIT · pushed 2026-10-02 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_ncrwug3t4fhmvcat GET https://markdownregistry.com/api/v1/resolve?ref=cxcscmu/skilllearnbench/portfolio-analysis GET https://markdownregistry.com/api/v1/blob/4a3afa6c06ba5e543bbb658ac7f7de9ad2ebead2417fe9baffdf5db5e202d2bf
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.