fund-monitor - Fund Portfolio Monitoring and Alerts
Monitor fund portfolios, alert on abnormal fluctuations, and generate periodic reports.
Tags
Updated: 2026-05-28Capabilities
Typical Inputs
Typical Outputs
What this skill does
- monitor fund portfolio
- track net value
- calculate returns
- check alert rules
- trigger alerts
- generate daily report
- generate weekly report
- generate monthly report
- track performance
- monitor risks
Inputs
- portfolio file
- portfolio ID
- alert threshold
- report period
- holdings data
Outputs
- monitoring status
- alert notifications
- daily report
- weekly report
- monthly report
- risk metrics
Requirements
- Python environment
- numpy>=1.20.0
- pandas>=1.3.0