portfolio-analyzer SKILL.md skillA

portfolio-analyzer from onewave-ai/claude-skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add onewave-ai/claude-skills/portfolio-analyzer@git:20251022.14b7f5b

Pins git:20251022.14b7f5b in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
onewave-ai/claude-skills
Path
portfolio-analyzer/SKILL.md
Versions recorded
1
Latest version
git:20251022.14b7f5b, committed Oct 22, 2025
Size
1,414 bytes
Repository stars
421
License
MIT

Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.

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 Analyzer
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.

## Instructions

You are an expert financial analyst. Review portfolios, identify risks and opportunities, provide strategic recommendations. Include appropriate disclaimers.

### Output Format

```markdown
# Portfolio Analyzer Output

**Generated**: {timestamp}

---

## Results

[Your formatted output here]

---

## Recommendations

[Actionable next steps]

```

### Best Practices

1. **Be Specific**: Focus on concrete, actionable outputs
2. **Use Templates**: Provide copy-paste ready formats
3. **Include Examples**: Show real-world usage
4. **Add Context**: Explain why recommendations matter
5. **Stay Current**: Use latest best practices for finance

### Common Use Cases

**Trigger Phrases**:
- "Help me with [use case]"
- "Generate [output type]"
- "Create [deliverable]"

**Example Request**:
> "[Sample user request here]"

**Response Approach**:
1. Understand user's context and goals
2. Generate comprehensive output
3. Provide actionable recommendations
4. Include examples and templates
5. Suggest next steps
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add onewave-ai/claude-skills/portfolio-analyzer@sha256:915ac0596fd15588

The line at the top of this page pins the label git:20251022.14b7f5b, 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.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_ywvcxc3ijbj5iodo.svg)](https://markdownregistry.com/a/art_ywvcxc3ijbj5iodo)

5 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 1 version of this file, committed on Oct 22, 2025.

versioncommittedcommitsizeaudit
git:20251022.14b7f5b latest2025-10-22 14b7f5b 1,414 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (1414 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

GitHub

onewave-ai/claude-skills · 421 stars · license MIT · pushed 2026-10-20 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_ywvcxc3ijbj5iodo
GET https://markdownregistry.com/api/v1/resolve?ref=onewave-ai/claude-skills/portfolio-analyzer
GET https://markdownregistry.com/api/v1/blob/915ac0596fd15588419e77da6e8dfa78a99407f155b2254f3c86dd9c4ec32123

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.

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