Routes to the Portfolio Analytics App, Schedule of Investments, Co-Investor Lookup, or Performance Benchmarks. Trigger on any of: "portfolio analytics app", "analytics app", "portfolio analytics dashboard", "KPI dashboard", "company KPIs", "portfolio console", "microapp", "portfolio analytics for [firm]", "SOI", "schedule of investments", "fund holdings", "what is the fund invested in"…
Install
npx skills add carta/plugins --skill carta-portfolio-analytics-routingnpx skills add carta/plugins --skill carta-portfolio-analytics-routing -a claude-code -gnpx skills add carta/plugins --skill carta-portfolio-analytics-routing -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-investors/skills/carta-portfolio-analytics-routinggh skill install carta/plugins carta-portfolio-analytics-routinggit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-investors/skills/carta-portfolio-analytics-routing ~/.claude/skills/carta-portfolio-analytics-routing # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-investors/skills/carta-portfolio-analytics-routing ~/.agents/skills/carta-portfolio-analytics-routing # Codex, Cursor, Gemini CLI, Copilot, OpenCode