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Portfolio Analyzer

Checked
onewave-ai·vlatest·data·MIT

Analyzes investment portfolios to reveal asset allocation, risk levels, and potential areas for optimization – boosting informed financial decisions.

Repository

Install on your platform

Showing Claude Code. One command installs this skill into any of the agents below.

  1. 1

    Run this in your project

    terminal
    $ npx skills add onewave-ai/claude-skills --skill portfolio-analyzer -a claude-code

  2. Uses the open-source skills CLI and needs Node.js. Add -g to install it for your user instead of this project.

What we know about this skill

Publisher

onewave-ai

Taken from the source listing. We haven't verified who controls this account.

Install target

Live repository

Not pinned. Installing fetches whatever the repository holds at the time you run the command.

No human has reviewed this code. The checks below are a static scan of the files at one commit — nobody has run this skill or judged whether it works. A skill runs with whatever access you give your agent, so read the source before you install it.

Automated safety checks

scanned

This skill passed all 6 checks. We read its files at one commit and looked for the things that make a skill dangerous to run — not for whether it works.

  • Declares what it does: passed

    SKILL.md parses and declares a name and a description.

    SKILL.md exists, its frontmatter parses, and it declares a name and a description.

  • No undeclared network calls: passed

    Makes no network calls.

    Every host the skill dials — from its scripts, its config endpoints or the commands it tells the agent to run — is either well-known package and API infrastructure or declared in its own frontmatter. Links in documentation are not counted.

  • No obfuscated payloads: passed

    No encoded or obfuscated payloads.

    No base64, hex or compressed blob is decoded and then executed, and no encoded shell commands.

  • No credential access: passed

    Reads no keys, tokens, keychains or credential files.

    Neither the code nor the SKILL.md instructions read SSH keys, cloud credentials, keychains, token stores, browser cookie databases or dotfiles that hold secrets.

  • No pipe-to-shell installers: passed

    No pipe-to-shell or download-and-run installers.

    No `curl … | sh` pattern, in the code or in the instructions, that runs code fetched at run time.

  • Pinned to a commit: passed

    Scanned onewave-ai/claude-skills at f317e08649.

    The exact upstream commit SHA that was scanned is recorded, so the result refers to specific bytes.

Commit
f317e08649
Manifest
portfolio-analyzer/SKILL.md
Scanned
1 file, 58 lines
This is a static scan, not a review. It reads the skill's files; it does not run them, and it cannot tell you whether the skill is any good or whether the code does what its description says. A skill runs with whatever access you give your agent.
What each check looks for →

About this skill

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.