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finance-portfolio - Investment Portfolio Analyzer

Analyzes investment portfolio allocation, diversification, costs, and tax efficiency with rebalancing recommendations.

Tags

Updated: 2026-05-28
financeinvestingportfolioasset allocationrebalancing

Capabilities

compute allocation breakdownscalculate weighted expense ratioidentify diversification risksgenerate rebalancing trades

Typical Inputs

investment accountsholdings detailsinvestor profile

Typical Outputs

FINANCE-PORTFOLIO.md

What this skill does

  • compute allocation breakdowns
  • calculate weighted expense ratio
  • identify diversification risks
  • generate rebalancing trades
  • output portfolio score
  • recommend fund swaps
  • analyze tax placement
  • check target-date fund

Inputs

  • investment accounts
  • holdings details
  • investor profile

Outputs

  • FINANCE-PORTFOLIO.md

Requirements

  • Markdown output support

Source

  • Spec: SKILL.md

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