Portfolio valuations workflow — firm selection, dashboard, bulk-create valuations on one or many companies (refresh, manual EV), and dive-in on a single valuation. TRIGGER when the user mentions working on, reviewing, or running portfolio valuations, takes a closer look at a specific company's valuation, or updates the EV / company value (e.g.
Install
npx skills add carta/plugins --skill carta-portfolio-valuationsnpx skills add carta/plugins --skill carta-portfolio-valuations -a claude-code -gnpx skills add carta/plugins --skill carta-portfolio-valuations -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-investors/skills/carta-portfolio-valuationsgh skill install carta/plugins carta-portfolio-valuationsgit 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-valuations ~/.claude/skills/carta-portfolio-valuations # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-investors/skills/carta-portfolio-valuations ~/.agents/skills/carta-portfolio-valuations # Codex, Cursor, Gemini CLI, Copilot, OpenCode