Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance.
Install
npx skills add anthropics/financial-services --skill portfolio-monitoringnpx skills add anthropics/financial-services --skill portfolio-monitoring -a claude-code -gnpx skills add anthropics/financial-services --skill portfolio-monitoring -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/vertical-plugins/private-equity/skills/portfolio-monitoringgh skill install anthropics/financial-services portfolio-monitoringgit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring ~/.claude/skills/portfolio-monitoring # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring ~/.agents/skills/portfolio-monitoring # Codex, Cursor, Gemini CLI, Copilot, OpenCode