portfolio-analyzer

What it does

This skill enables AI agents to analyze and evaluate investment portfolios based on user-provided data. It processes financial information to generate insights, helping users understand asset allocation and performance metrics.

When to use it

• Reviewing current stock holdings to identify over-concentration in specific sectors.
• Evaluating the diversification balance between equities, bonds, and cash equivalents.
• Analyzing historical performance data to assess risk tolerance alignment.
• Preparing financial summaries for personal budgeting or retirement planning sessions.

Key capabilities

• Ingests user-defined portfolio data including ticker symbols and quantities.
• Calculates key metrics such as total value, average cost basis, and unrealized gains/losses.
• Provides structured analysis of asset distribution across different investment categories.
• Generates actionable recommendations based on the analyzed financial snapshot.

Example prompts

• "Analyze my current portfolio consisting of AAPL (50 shares), MSFT (30 shares), and GOOGL (20 shares) and tell me about sector exposure."
• "Review this list of mutual funds I own and check if they are properly diversified across market caps."
• "Calculate the total value and average cost basis for my crypto holdings: BTC (1.5), ETH (5), and SOL (100)."

Tips & gotchas

Ensure you provide accurate ticker symbols, quantities, and current prices when sharing portfolio data to avoid calculation errors. The skill relies on the data you input; it does not automatically fetch real-time market prices unless explicitly programmed to do so within your agent's environment.