{"eval":{"version":"openagentskill-skill-eval-v1","slug":"anthropic-portfolio-monitoring","name":"Portfolio Monitoring","generated_at":"2026-08-10T20:09:00.568Z","task_input":"Evaluate Portfolio Monitoring before installing it in an AI agent workflow","status":"review","score":87,"risk_level":"medium","decision":{"recommendation":"manual_review","reason":"Require human approval before installing into a real workspace.","auto_install_allowed":false,"policy":"review","human_review_required":true},"task_fit":{"score":84,"suited_tasks":["Research agents workflows","Claude Code teams","teams that value GitHub adoption signals","Search sources","Extract claims","Synthesize findings","Retrieve market data","Compare financial signals"],"suited_agents":["Claude Code","Codex","skills.sh","Cursor","OpenAgentSkill CLI","OpenAI Agents","CLI"]},"install":{"command":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","ready":true,"policy":"review","safety_label":"Review before install","targets":[{"id":"openagentskill-cli","label":"CLI","kind":"command","value":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring"},{"id":"codex","label":"Codex","kind":"agent-prompt","value":"Install the \"Portfolio Monitoring\" agent skill from https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"anthropic-portfolio-monitoring\",\"task\":\"Install Portfolio Monitoring\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."},{"id":"claude-code","label":"Claude Code","kind":"agent-prompt","value":"Add \"Portfolio Monitoring\" as a Claude Code skill from https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"anthropic-portfolio-monitoring\",\"task\":\"Install Portfolio Monitoring\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."},{"id":"cursor","label":"Cursor","kind":"agent-prompt","value":"Turn \"Portfolio Monitoring\" from https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"anthropic-portfolio-monitoring\",\"task\":\"Install Portfolio Monitoring\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."}]},"trust":{"score":83,"label":"Strong shortlist","version":"trust-score-v4","evidence":{"stars":"34K GitHub stars","repoActivity":"34K stars, 0 forks","lastPushed":"6d since push","license":"Apache-2.0","repository":"https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring","install":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","installSafety":"standard package or runtime install path","permissionSurface":"filesystem or document access","documentation":"Strong README/SKILL.md context","agentOutcomes":"No agent outcome data yet"}},"audit":{"score":91,"risk_level":"needs_review","risk_label":"Needs review","warnings":["Financial research output is not financial advice; require human review before any live investment decision","The workflow can process confidential portfolio financial packages; review data access and retention before use.","Financial research output is not financial advice; require human review before any live investment decision."]},"safety_gate":{"score":75,"tier":"reviewed","label":"Reviewed with permission notes","auto_install_policy":"review","blocked":false,"permission_hints":[{"id":"network","label":"Network access","reason":"Skill likely fetches remote pages, APIs, repositories, or external services.","severity":"medium"},{"id":"filesystem","label":"Filesystem access","reason":"Skill may read or write project files, documents, generated artifacts, or local workspace state.","severity":"medium"}],"policy_warnings":["Financial research output is not financial advice; require human review before any live investment decision"]},"checks":[{"id":"task_fit","label":"Task fit","status":"pass","score":84,"required_for_auto_install":true,"detail":"Task wording matches this skill metadata.","evidence":["Evaluate Portfolio Monitoring before installing it in an AI agent workflow","Finance","Research agents workflows; Claude Code teams; teams that value GitHub adoption signals"]},{"id":"install_path","label":"Install path","status":"pass","score":92,"required_for_auto_install":true,"detail":"Install handoff is available.","evidence":["npx -y skills add anthropics/financial-services --skill portfolio-monitoring"]},{"id":"install_safety","label":"Install command safety","status":"pass","score":92,"required_for_auto_install":true,"detail":"standard package or runtime install path","evidence":["npx -y skills add anthropics/financial-services --skill portfolio-monitoring"]},{"id":"trust_score","label":"Trust score","status":"pass","score":83,"required_for_auto_install":true,"detail":"Good trust signals with a few areas worth checking before rollout.","evidence":["Strong shortlist","34K GitHub stars","Apache-2.0"]},{"id":"audit_score","label":"Audit score","status":"warn","score":91,"required_for_auto_install":true,"detail":"Needs review","evidence":["Financial research output is not financial advice; require human review before any live investment decision"]},{"id":"agent_safety_gate","label":"Agent safety gate","status":"warn","score":75,"required_for_auto_install":true,"detail":"Usable candidate, but the agent should surface permission and audit notes before installation.","evidence":["Require human approval before installing into a real workspace.","Financial research output is not financial advice; require human review before any live investment decision"]},{"id":"readme_skillmd_completeness","label":"README/SKILL.md completeness","status":"pass","score":90,"required_for_auto_install":false,"detail":"Metadata includes enough usage and workflow context","evidence":["Strong README/SKILL.md context"]},{"id":"license_clarity","label":"License clarity","status":"pass","score":86,"required_for_auto_install":true,"detail":"Apache-2.0","evidence":["Apache-2.0"]},{"id":"recent_maintenance","label":"Recent maintenance","status":"pass","score":100,"required_for_auto_install":false,"detail":"6d since push","evidence":["6d since push"]},{"id":"permission_surface","label":"Permission surface","status":"pass","score":86,"required_for_auto_install":true,"detail":"filesystem or document access","evidence":["Network access: medium","Filesystem access: medium"]},{"id":"alternatives","label":"Alternatives available","status":"pass","score":82,"required_for_auto_install":false,"detail":"Alternative skills are available for comparison.","evidence":["anthropic-earnings-analysis","anthropic-three-statement-model","himself65-company-valuation","himself65-earnings-preview"]}],"blockers":[],"warnings":["Audit score: Needs review","Agent safety gate: Usable candidate, but the agent should surface permission and audit notes before installation.","Financial research output is not financial advice; require human review before any live investment decision","The workflow can process confidential portfolio financial packages; review data access and retention before use.","Financial research output is not financial advice; require human review before any live investment decision."],"validation_plan":["Inspect repository, README/SKILL.md, license, and recent commits before production use.","Install in an isolated workspace or sandbox with no production secrets available.","Run the smallest representative task and record files touched, commands run, network access, and outputs.","Compare the selected skill against at least one alternative when the eval status is review or failed.","Promote only after the agent reports a successful verification result and unresolved warnings are accepted."],"do_not_use_when":["teams that need a vendor-supported SLA","production agents without a repository review","The workflow can process confidential portfolio financial packages; review data access and retention before use.","Financial research output is not financial advice; require human review before any live investment decision","Financial research output is not financial advice; require human review before any live investment decision.","Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace"],"alternatives":[{"slug":"anthropic-earnings-analysis","name":"Equity Research Earnings Analysis","url":"https://www.openagentskill.com/skills/anthropic-earnings-analysis","stars":34158,"install_command":"npx -y skills add anthropics/financial-services --skill earnings-analysis","trust_score":84,"audit_score":92},{"slug":"anthropic-three-statement-model","name":"3-Statement Financial Model","url":"https://www.openagentskill.com/skills/anthropic-three-statement-model","stars":34158,"install_command":"npx -y skills add anthropics/financial-services --skill 3-statement-model","trust_score":84,"audit_score":92},{"slug":"himself65-company-valuation","name":"Company Valuation","url":"https://www.openagentskill.com/skills/himself65-company-valuation","stars":3139,"install_command":"npx -y skills add himself65/finance-skills --skill company-valuation","trust_score":82,"audit_score":89},{"slug":"himself65-earnings-preview","name":"Earnings Preview","url":"https://www.openagentskill.com/skills/himself65-earnings-preview","stars":3139,"install_command":"npx -y skills add himself65/finance-skills --skill earnings-preview","trust_score":82,"audit_score":89}],"machine_metadata":{"version":"openagentskill-agent-metadata-v2","skill":{"slug":"anthropic-portfolio-monitoring","name":"Portfolio Monitoring","description":"Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries.","category":"Finance","url":"https://www.openagentskill.com/skills/anthropic-portfolio-monitoring","repository":"https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring","github_repo":"anthropics/financial-services"},"suited_tasks":["Research agents workflows","Claude Code teams","teams that value GitHub adoption signals","Search sources","Extract claims","Synthesize findings","Retrieve market data","Compare financial signals"],"suited_agents":["Claude Code","Codex","skills.sh","Cursor","OpenAgentSkill CLI","OpenAI Agents","CLI"],"install":{"command":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","ready":true,"targets":[{"id":"openagentskill-cli","label":"CLI","kind":"command","value":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring"},{"id":"codex","label":"Codex","kind":"agent-prompt","value":"Install the \"Portfolio Monitoring\" agent skill from https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"anthropic-portfolio-monitoring\",\"task\":\"Install Portfolio Monitoring\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."},{"id":"claude-code","label":"Claude Code","kind":"agent-prompt","value":"Add \"Portfolio Monitoring\" as a Claude Code skill from https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"anthropic-portfolio-monitoring\",\"task\":\"Install Portfolio Monitoring\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."},{"id":"cursor","label":"Cursor","kind":"agent-prompt","value":"Turn \"Portfolio Monitoring\" from https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"anthropic-portfolio-monitoring\",\"task\":\"Install Portfolio Monitoring\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."}],"handoff_url":"https://www.openagentskill.com/api/skills/anthropic-portfolio-monitoring/install","manifest_url":"https://www.openagentskill.com/api/registry/manifest/anthropic-portfolio-monitoring"},"trust":{"score":83,"label":"Strong shortlist","version":"trust-score-v4","install_policy":"human_review_before_install","evidence":{"stars":"34K GitHub stars","repoActivity":"34K stars, 0 forks","lastPushed":"6d since push","license":"Apache-2.0","repository":"https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring","install":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","installSafety":"standard package or runtime install path","permissionSurface":"filesystem or document access","documentation":"Strong README/SKILL.md context","agentOutcomes":"No agent outcome data yet"},"outcome_evidence":{"total":0,"successes":0,"failures":0,"not_relevant":0,"success_rate":null,"recent_success_rate":null,"recent_failure_rate":null,"install_attempts":0,"install_success_rate":null,"risk_blocked":0,"setup_required":0,"avg_output_quality":null,"production_outcomes":0,"last_outcome_at":null,"label":"No agent outcome data yet"},"auto_install":{"allowed":false,"sandbox_required":true,"reason":"Human review or sandbox validation is required before automatic installation."},"best_for":["Finance","agent-skill","portfolio-monitoring","kpi","financial-statements","board-reporting"],"known_risks":["The workflow can process confidential portfolio financial packages; review data access and retention before use.","Financial research output is not financial advice; require human review before any live investment decision."]},"agent_proven":{"version":"agent-proven-v1","score":0,"tier":"unproven","label":"Needs first agent run","summary":"No agent outcome reports yet. Use Resolve, run one narrow sandbox task, then report the result.","metrics":{"totalOutcomes":0,"successfulOutcomes":0,"failedOutcomes":0,"installAttempts":0,"installSuccessRate":null,"successRate":null,"recentSuccessRate":null,"recentFailureRate":null,"riskBlocked":0,"setupRequired":0,"notRelevant":0,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"uniqueAgents":0,"lastOutcomeAt":null},"signals":[],"penalties":["No real agent outcome evidence yet"]},"audit":{"score":91,"risk_level":"needs_review","risk_label":"Needs review","warnings":["Financial research output is not financial advice; require human review before any live investment decision","The workflow can process confidential portfolio financial packages; review data access and retention before use.","Financial research output is not financial advice; require human review before any live investment decision."]},"safety_gate":{"tier":"reviewed","label":"Reviewed with permission notes","auto_install_policy":"review","auto_install_allowed":false,"human_review_required":true,"blocked":false,"recommended_action":"Require human approval before installing into a real workspace."},"quality":{"score":100,"label":"Excellent"},"supply":{"track":"Finance and quant workflows","scenario":"Finance and quant","maintenance":"6d since push","risk":"Needs review"},"alternative_skills":[{"slug":"anthropic-earnings-analysis","name":"Equity Research Earnings Analysis","url":"https://www.openagentskill.com/skills/anthropic-earnings-analysis","stars":34158,"install_command":"npx -y skills add anthropics/financial-services --skill earnings-analysis","trust_score":84,"audit_score":92},{"slug":"anthropic-three-statement-model","name":"3-Statement Financial Model","url":"https://www.openagentskill.com/skills/anthropic-three-statement-model","stars":34158,"install_command":"npx -y skills add anthropics/financial-services --skill 3-statement-model","trust_score":84,"audit_score":92},{"slug":"himself65-company-valuation","name":"Company Valuation","url":"https://www.openagentskill.com/skills/himself65-company-valuation","stars":3139,"install_command":"npx -y skills add himself65/finance-skills --skill company-valuation","trust_score":82,"audit_score":89},{"slug":"himself65-earnings-preview","name":"Earnings Preview","url":"https://www.openagentskill.com/skills/himself65-earnings-preview","stars":3139,"install_command":"npx -y skills add himself65/finance-skills --skill earnings-preview","trust_score":82,"audit_score":89}],"do_not_use_when":["teams that need a vendor-supported SLA","production agents without a repository review","The workflow can process confidential portfolio financial packages; review data access and retention before use.","Financial research output is not financial advice; require human review before any live investment decision","Financial research output is not financial advice; require human review before any live investment decision.","Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace"],"agent_contract":{"task_input":"Evaluate Portfolio Monitoring before installing it in an AI agent workflow","recommended_action":"Require human approval before installing into a real workspace.","install_policy":"review","minimum_review_before_use":["Trust: 83/100 Strong shortlist","Audit: 91/100 Needs review","Safety: 75/100 Review before install","Review repository, license, install command, and permission surface before production use."],"expected_agent_output":{"selected_skill":"anthropic-portfolio-monitoring (Portfolio Monitoring)","install_command":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","risk_summary":"Needs review; Reviewed with permission notes; Review before production","verification_result":"Report the smallest successful task, files touched, warnings, and any missing setup."}},"outcome_feedback":{"endpoint":"https://www.openagentskill.com/api/agent/outcome","method":"POST","requires_resolve_event_id":true,"event_id_source":"Use install_receipt.outcome_feedback.event_id or feedback.event_id returned by /api/agent/resolve for the current task.","expected_outcomes":["success","failed","not_relevant","blocked_by_risk","setup_required"],"payload_template":{"event_id":"<install_receipt.outcome_feedback.event_id or feedback.event_id from /api/agent/resolve>","skill_slug":"anthropic-portfolio-monitoring","task":"Evaluate Portfolio Monitoring before installing it in an AI agent workflow","agent":"codex","outcome":"success","install_used":true,"risk_blocked":false,"setup_required":false,"task_success":true,"output_quality":4,"error_type":null,"human_review_required":false,"workspace":"sandbox","time_to_useful_ms":120000,"notes":"Report the smallest successful task, setup friction, files touched, and risk notes."}},"endpoints":{"web":"https://www.openagentskill.com/skills/anthropic-portfolio-monitoring","api":"https://www.openagentskill.com/api/agent/skills/anthropic-portfolio-monitoring","audit":"https://www.openagentskill.com/skills/anthropic-portfolio-monitoring/audit","eval":"https://www.openagentskill.com/api/agent/evals?slug=anthropic-portfolio-monitoring&task=Evaluate%20Portfolio%20Monitoring%20before%20installing%20it%20in%20an%20AI%20agent%20workflow&max_risk=medium","resolve":"https://www.openagentskill.com/api/agent/resolve?task=Evaluate%20Portfolio%20Monitoring%20before%20installing%20it%20in%20an%20AI%20agent%20workflow&agent=codex&max_risk=medium","receipt":"https://www.openagentskill.com/api/agent/receipt?task=Evaluate%20Portfolio%20Monitoring%20before%20installing%20it%20in%20an%20AI%20agent%20workflow&agent=codex&max_risk=medium&format=text","install":"https://www.openagentskill.com/api/skills/anthropic-portfolio-monitoring/install","manifest":"https://www.openagentskill.com/api/registry/manifest/anthropic-portfolio-monitoring"}},"endpoints":{"web":"https://www.openagentskill.com/skills/anthropic-portfolio-monitoring","api":"https://www.openagentskill.com/api/agent/skills/anthropic-portfolio-monitoring","eval":"https://www.openagentskill.com/api/agent/evals?slug=anthropic-portfolio-monitoring","audit":"https://www.openagentskill.com/skills/anthropic-portfolio-monitoring/audit","resolve":"https://www.openagentskill.com/api/agent/resolve?task=Evaluate%20Portfolio%20Monitoring%20before%20installing%20it%20in%20an%20AI%20agent%20workflow&agent=codex&max_risk=medium"}},"meta":{"endpoint":"/api/agent/evals","mode":"skill_eval","purpose":"Pre-install eval contract for a single skill. Agents should read this before installing a reusable skill.","generated_at":"2026-08-10T20:09:00.569Z"}}