{"task":"Use Portfolio Analytics in an agent workflow","recommendations":[{"rank":1,"skill":"Portfolio Analytics","slug":"portfolio-analytics","description":"Measure portfolio returns, risk, drawdowns, benchmarks, rolling metrics, and strategy performance from approved data.","confidence":"0.99","match_score":99,"raw_match_score":460.8360450454583,"match_label":"Strong task match","safety_adjusted_score":472.8360450454583,"install":"npx -y skills add agiprolabs/claude-trading-skills --skill portfolio-analytics","repository":"https://github.com/agiprolabs/claude-trading-skills/tree/main/skills/portfolio-analytics","stats":{"stars":267,"downloads":0,"rating":0,"quality_score":47.1},"quality":{"score":75,"tier":"strong","label":"Strong","summary":"Solid option that is likely worth shortlisting for production workflows.","signals":[{"label":"GitHub stars","value":"267","tone":"neutral"},{"label":"Freshness","value":"2mo ago","tone":"positive"},{"label":"Install ready","value":"Yes","tone":"positive"},{"label":"License","value":"MIT","tone":"neutral"}],"warnings":["Portfolio and trade-log data can be sensitive; validate assumptions, fees, and benchmark handling before reporting results."]},"trust":{"version":"trust-score-v4","score":77,"tier":"strong","label":"Strong shortlist","summary":"Good trust signals with a few areas worth checking before rollout.","recommendedAction":"Test in a sandbox workflow and compare its install path with close alternatives.","dimensions":[{"id":"github_adoption","label":"GitHub adoption","score":62,"weight":0.13,"status":"info","detail":"267 GitHub stars"},{"id":"repo_activity","label":"Stars/forks activity","score":51,"weight":0.08,"status":"warn","detail":"267 stars, 0 forks; issue activity unavailable in current metadata"},{"id":"maintenance","label":"Recent maintenance","score":88,"weight":0.14,"status":"pass","detail":"2mo since push"},{"id":"license","label":"License clarity","score":86,"weight":0.09,"status":"pass","detail":"MIT"},{"id":"documentation","label":"README/SKILL.md completeness","score":90,"weight":0.14,"status":"pass","detail":"Metadata includes enough usage and workflow context"},{"id":"dependency_risk","label":"Dependency/runtime risk","score":90,"weight":0.12,"status":"pass","detail":"no major dependency risk hints in public metadata"},{"id":"installability","label":"Install availability","score":92,"weight":0.1,"status":"pass","detail":"npx -y skills add agiprolabs/claude-trading-skills --skill portfolio-analytics"},{"id":"install_safety","label":"Install command safety","score":92,"weight":0.1,"status":"pass","detail":"standard package or runtime install path"},{"id":"permission_surface","label":"Permission surface","score":100,"weight":0.07,"status":"pass","detail":"no high-risk permission surface in public metadata"},{"id":"repository","label":"Repository evidence","score":86,"weight":0.04,"status":"pass","detail":"https://github.com/agiprolabs/claude-trading-skills/tree/main/skills/portfolio-analytics"},{"id":"review_status","label":"Review status","score":66,"weight":0.05,"status":"info","detail":"AI review data available"},{"id":"agent_outcomes","label":"Agent Proven outcomes","score":54,"weight":0.13,"status":"info","detail":"No agent outcome data yet"}],"checks":[{"status":"info","label":"GitHub adoption","detail":"267 GitHub stars"},{"status":"warn","label":"Stars/forks activity","detail":"267 stars, 0 forks; issue activity unavailable in current metadata"},{"status":"pass","label":"Recent maintenance","detail":"2mo since push"},{"status":"pass","label":"License clarity","detail":"MIT"},{"status":"pass","label":"README/SKILL.md completeness","detail":"Metadata includes enough usage and workflow context"},{"status":"pass","label":"Dependency/runtime risk","detail":"no major dependency risk hints in public metadata"},{"status":"pass","label":"Install availability","detail":"npx -y skills add agiprolabs/claude-trading-skills --skill portfolio-analytics"},{"status":"pass","label":"Install command safety","detail":"standard package or runtime install path"},{"status":"pass","label":"Permission surface","detail":"no high-risk permission surface in public metadata"},{"status":"pass","label":"Repository evidence","detail":"https://github.com/agiprolabs/claude-trading-skills/tree/main/skills/portfolio-analytics"},{"status":"info","label":"Review status","detail":"AI review data available"},{"status":"info","label":"Agent Proven outcomes","detail":"No agent outcome data yet"},{"status":"warn","label":"Ownership","detail":"No approved owner claim yet"},{"status":"info","label":"OpenAgentSkill usage","detail":"No local usage activity yet"},{"status":"info","label":"Agent outcomes","detail":"No agent outcome data yet"}],"strengths":["AI review approved","Install path is available","Repository evidence is available","Recently maintained repository","Install command has no obvious high-risk pattern"],"warnings":["Portfolio and trade-log data can be sensitive; 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validate assumptions, fees, and benchmark handling before reporting results.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review","Stars/forks activity: 267 stars, 0 forks; issue activity unavailable in current metadata"]},"outcomeEvidence":{"total":0,"successes":0,"failures":0,"notRelevant":0,"successRate":null,"installAttempts":0,"riskBlocked":0,"setupRequired":0,"installSuccessRate":null,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"recentSuccessRate":null,"recentFailureRate":null,"uniqueAgents":0,"agentProvenScore":0,"agentProvenLabel":"Needs first agent run","lastOutcomeAt":null,"label":"No agent outcome data yet"},"autoInstall":{"allowed":false,"sandboxRequired":true,"policy":"human_review_before_install","reason":"Human review or sandbox validation is required before automatic installation."},"bestFor":["Finance","agent-skill","portfolio","performance-analysis","drawdown","backtesting"],"doNotUseFor":["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","Autonomous investment, trading, tax, or suitability decisions without a qualified human review"],"knownRisks":["Portfolio and trade-log data can be sensitive; validate assumptions, fees, and benchmark handling before reporting results.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review","Stars/forks activity: 267 stars, 0 forks; issue activity unavailable in current metadata"]},"safety":{"score":65,"level":"review_before_install","label":"Review before install","safety_tier":{"tier":"reviewed","label":"Reviewed with permission notes","badge":"REVIEWED","summary":"Usable candidate, but the agent should surface permission and audit notes before installation.","recommended_action":"Require human approval before installing into a real workspace.","auto_install_policy":"review","reasons":["Financial research output is not financial advice; require human review before any live investment decision","65/100 agent safety score"]},"auto_install_allowed":false,"human_review_required":true,"blocked":false,"audit_risk":"needs_review","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"],"constraints_applied":{"max_risk":"medium","needs_install_command":true,"min_stars":0}},"safety_gate":{"tier":"reviewed","label":"Reviewed with permission notes","badge":"REVIEWED","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.","reasons":["Financial research output is not financial advice; require human review before any live investment decision","65/100 agent safety score"]},"supply_profile":{"track":{"slug":"finance","label":"Finance and quant workflows","shortLabel":"Finance","description":"Market data, SEC filings, portfolio analysis, quant research, backtesting, and risk workflows."},"scenario":{"label":"Finance and quant","description":"I need my agent to analyze markets, financial data, filings, portfolios, and quant strategies.","useCases":[{"slug":"finance-quant","title":"Finance and quant"},{"slug":"research-agents","title":"Research agents"},{"slug":"browser-automation","title":"Browser automation"}]},"applicableAgents":["Claude Code","OpenAI Agents","CLI","Codex","Cursor"],"install":{"ready":true,"command":"npx -y skills add agiprolabs/claude-trading-skills --skill portfolio-analytics","primaryTarget":"CLI","targetCount":4},"githubQuality":{"stars":267,"starsLabel":"267","forks":0,"license":"MIT","qualityScore":75,"trustScore":77,"auditScore":81},"maintenance":{"status":"active","label":"2mo since push","daysSincePush":47,"lastPushedAt":"2026-06-24T00:00:00+00:00"},"risk":{"level":"needs_review","label":"Needs review","requiresReview":true,"notes":["Financial research output is not financial advice; require human review before any live investment decision","Portfolio and trade-log data can be sensitive; validate assumptions, fees, and benchmark handling before reporting results.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review","Stars/forks activity: 267 stars, 0 forks; issue activity unavailable in current metadata"]},"coverageTags":["Finance","Finance and quant","agent-skill","portfolio","performance-analysis","drawdown","backtesting","Claude Code"]},"audit":{"audit_score":81,"risk_level":"needs_review","risk_label":"Needs review","warnings":["Financial research output is not financial advice; require human review before any live investment decision","Portfolio and trade-log data can be sensitive; validate assumptions, fees, and benchmark handling before reporting results.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review"]},"install_targets":[{"id":"openagentskill-cli","label":"CLI","title":"OpenAgentSkill CLI","kind":"command","value":"npx -y skills add agiprolabs/claude-trading-skills --skill portfolio-analytics","description":"Use the registry command when your workflow supports the OpenAgentSkill installer.","copyLabel":"Copy command"},{"id":"codex","label":"Codex","title":"Codex install prompt","kind":"agent-prompt","value":"Install the \"Portfolio Analytics\" agent skill from https://github.com/agiprolabs/claude-trading-skills/tree/main/skills/portfolio-analytics. 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: Measure portfolio returns, risk, drawdowns, benchmarks, rolling metrics, and strategy performance from approved data. 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\":\"portfolio-analytics\",\"task\":\"Install Portfolio Analytics\",\"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.","description":"Give Codex a repo-aware install prompt when the skill is not available through a local CLI.","copyLabel":"Copy prompt"},{"id":"claude-code","label":"Claude Code","title":"Claude Code skill prompt","kind":"agent-prompt","value":"Add \"Portfolio Analytics\" as a Claude Code skill from https://github.com/agiprolabs/claude-trading-skills/tree/main/skills/portfolio-analytics. 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: Measure portfolio returns, risk, drawdowns, benchmarks, rolling metrics, and strategy performance from approved data. 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\":\"portfolio-analytics\",\"task\":\"Install Portfolio Analytics\",\"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.","description":"Use this prompt to ask Claude Code to add the skill and explain the local activation steps.","copyLabel":"Copy prompt"},{"id":"cursor","label":"Cursor","title":"Cursor rule prompt","kind":"agent-prompt","value":"Turn \"Portfolio Analytics\" from https://github.com/agiprolabs/claude-trading-skills/tree/main/skills/portfolio-analytics 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: Measure portfolio returns, risk, drawdowns, benchmarks, rolling metrics, and strategy performance from approved data. 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\":\"portfolio-analytics\",\"task\":\"Install Portfolio Analytics\",\"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.","description":"Use this when installing as Cursor project rules or reusable agent instructions.","copyLabel":"Copy prompt"}],"urls":{"web":"https://www.openagentskill.com/skills/portfolio-analytics","api":"https://www.openagentskill.com/api/agent/skills/portfolio-analytics","install_api":"https://www.openagentskill.com/api/skills/portfolio-analytics/install","audit":"https://www.openagentskill.com/skills/portfolio-analytics/audit","repository":"https://github.com/agiprolabs/claude-trading-skills/tree/main/skills/portfolio-analytics"},"decision":{"readiness_score":74,"readiness_label":"Strong shortlist","headline":"Companion skill for Finance and quant","role":"Companion skill","adoption_stage":"Shortlist","primary_fit":"Finance and quant","best_for":["Finance and quant workflows","Claude Code teams","builders willing to evaluate younger projects"],"risks":["Portfolio and trade-log data can be sensitive; validate assumptions, fees, and benchmark handling before reporting results.","No OpenAgentSkill engagement data yet"],"proof_points":["recent repository activity","install command or GitHub repo available","75/100 quality profile"],"next_steps":["Install it in a sandbox agent and run one Finance and quant task end to end.","Compare output quality, latency, and failure behavior against at least one alternative.","Promote it into production only after reviewing repository permissions, license, and maintenance signals."]},"use_cases":[{"slug":"finance-quant","title":"Finance and quant","url":"https://www.openagentskill.com/use-cases/finance-quant"},{"slug":"research-agents","title":"Research agents","url":"https://www.openagentskill.com/use-cases/research-agents"}],"recommendation_reasons":["Matches task terms: use, portfolio, analytics, agent","Install handoff is available","Repository freshness signal is available","Registry match score 99"],"reasoning":"Strong task match. Evidence: 47 quality score. Measure portfolio returns, risk, drawdowns, benchmarks, rolling metrics, and strategy performance from approved data."},{"rank":2,"skill":"Portfolio Monitoring","slug":"anthropic-portfolio-monitoring","description":"Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries.","confidence":"0.98","match_score":98,"raw_match_score":455.0329697367808,"match_label":"Strong task match","safety_adjusted_score":467.0329697367808,"install":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","repository":"https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring","stats":{"stars":34158,"downloads":0,"rating":0,"quality_score":66.33},"quality":{"score":100,"tier":"excellent","label":"Excellent","summary":"High-confidence pick with strong adoption and healthy maintenance signals.","signals":[{"label":"GitHub stars","value":"34K","tone":"positive"},{"label":"Freshness","value":"6d ago","tone":"positive"},{"label":"Install ready","value":"Yes","tone":"positive"},{"label":"License","value":"Apache-2.0","tone":"neutral"}],"warnings":["The workflow can process confidential portfolio financial packages; review data access and retention before use."]},"trust":{"version":"trust-score-v4","score":83,"tier":"strong","label":"Strong shortlist","summary":"Good trust signals with a few areas worth checking before rollout.","recommendedAction":"Test in a sandbox workflow and compare its install path with close alternatives.","dimensions":[{"id":"github_adoption","label":"GitHub adoption","score":100,"weight":0.13,"status":"pass","detail":"34K GitHub stars"},{"id":"repo_activity","label":"Stars/forks activity","score":75,"weight":0.08,"status":"info","detail":"34K stars, 0 forks; issue activity unavailable in current metadata"},{"id":"maintenance","label":"Recent maintenance","score":100,"weight":0.14,"status":"pass","detail":"6d since push"},{"id":"license","label":"License clarity","score":86,"weight":0.09,"status":"pass","detail":"Apache-2.0"},{"id":"documentation","label":"README/SKILL.md completeness","score":90,"weight":0.14,"status":"pass","detail":"Metadata includes enough usage and workflow context"},{"id":"dependency_risk","label":"Dependency/runtime risk","score":90,"weight":0.12,"status":"pass","detail":"no major dependency risk hints in public metadata"},{"id":"installability","label":"Install availability","score":92,"weight":0.1,"status":"pass","detail":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring"},{"id":"install_safety","label":"Install command safety","score":92,"weight":0.1,"status":"pass","detail":"standard package or runtime install path"},{"id":"permission_surface","label":"Permission surface","score":86,"weight":0.07,"status":"pass","detail":"filesystem or document access"},{"id":"repository","label":"Repository evidence","score":86,"weight":0.04,"status":"pass","detail":"https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring"},{"id":"review_status","label":"Review status","score":66.33,"weight":0.05,"status":"info","detail":"AI review data available"},{"id":"agent_outcomes","label":"Agent Proven outcomes","score":54,"weight":0.13,"status":"info","detail":"No agent outcome data yet"}],"checks":[{"status":"pass","label":"GitHub adoption","detail":"34K GitHub stars"},{"status":"info","label":"Stars/forks activity","detail":"34K stars, 0 forks; issue activity unavailable in current metadata"},{"status":"pass","label":"Recent maintenance","detail":"6d since push"},{"status":"pass","label":"License clarity","detail":"Apache-2.0"},{"status":"pass","label":"README/SKILL.md completeness","detail":"Metadata includes enough usage and workflow context"},{"status":"pass","label":"Dependency/runtime risk","detail":"no major dependency risk hints in public metadata"},{"status":"pass","label":"Install availability","detail":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring"},{"status":"pass","label":"Install command safety","detail":"standard package or runtime install path"},{"status":"pass","label":"Permission surface","detail":"filesystem or document access"},{"status":"pass","label":"Repository evidence","detail":"https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring"},{"status":"info","label":"Review status","detail":"AI review data available"},{"status":"info","label":"Agent Proven outcomes","detail":"No agent outcome data yet"},{"status":"warn","label":"Ownership","detail":"No approved owner claim yet"},{"status":"info","label":"OpenAgentSkill usage","detail":"No local usage activity yet"},{"status":"info","label":"Agent outcomes","detail":"No agent outcome data yet"}],"strengths":["AI review approved","Install path is available","Repository evidence is available","Recently maintained repository","Large GitHub adoption signal","Install command has no obvious high-risk pattern"],"warnings":["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."],"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"},"installReadiness":{"ready":true,"command":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","policy":"human_review_before_install","label":"Human review before install","notes":["Install path is available","Repository evidence is available","License is declared","No Agent Proven outcome evidence yet","6d since push","Financial domain: human review is required before use in a live investment workflow."]},"agentCompatibility":["Claude Code","Codex","skills.sh","Cursor","OpenAgentSkill CLI"],"riskSummary":{"level":"medium","label":"Review before production","notes":["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."]},"outcomeEvidence":{"total":0,"successes":0,"failures":0,"notRelevant":0,"successRate":null,"installAttempts":0,"riskBlocked":0,"setupRequired":0,"installSuccessRate":null,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"recentSuccessRate":null,"recentFailureRate":null,"uniqueAgents":0,"agentProvenScore":0,"agentProvenLabel":"Needs first agent run","lastOutcomeAt":null,"label":"No agent outcome data yet"},"autoInstall":{"allowed":false,"sandboxRequired":true,"policy":"human_review_before_install","reason":"Human review or sandbox validation is required before automatic installation."},"bestFor":["Finance","agent-skill","portfolio-monitoring","kpi","financial-statements","board-reporting"],"doNotUseFor":["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","Autonomous investment, trading, tax, or suitability decisions without a qualified human review"],"knownRisks":["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":{"score":75,"level":"review_before_install","label":"Review before install","safety_tier":{"tier":"reviewed","label":"Reviewed with permission notes","badge":"REVIEWED","summary":"Usable candidate, but the agent should surface permission and audit notes before installation.","recommended_action":"Require human approval before installing into a real workspace.","auto_install_policy":"review","reasons":["Financial research output is not financial advice; require human review before any live investment decision","75/100 agent safety score"]},"auto_install_allowed":false,"human_review_required":true,"blocked":false,"audit_risk":"needs_review","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"],"constraints_applied":{"max_risk":"medium","needs_install_command":true,"min_stars":0}},"safety_gate":{"tier":"reviewed","label":"Reviewed with permission notes","badge":"REVIEWED","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.","reasons":["Financial research output is not financial advice; require human review before any live investment decision","75/100 agent safety score"]},"supply_profile":{"track":{"slug":"finance","label":"Finance and quant workflows","shortLabel":"Finance","description":"Market data, SEC filings, portfolio analysis, quant research, backtesting, and risk workflows."},"scenario":{"label":"Finance and quant","description":"I need my agent to analyze markets, financial data, filings, portfolios, and quant strategies.","useCases":[{"slug":"research-agents","title":"Research agents"},{"slug":"finance-quant","title":"Finance and quant"},{"slug":"coding-agents","title":"Coding agents"}]},"applicableAgents":["Claude Code","OpenAI Agents","CLI","Codex","Cursor"],"install":{"ready":true,"command":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","primaryTarget":"CLI","targetCount":4},"githubQuality":{"stars":34158,"starsLabel":"34K","forks":0,"license":"Apache-2.0","qualityScore":100,"trustScore":83,"auditScore":91},"maintenance":{"status":"fresh","label":"6d since push","daysSincePush":6,"lastPushedAt":"2026-08-04T00:00:00+00:00"},"risk":{"level":"needs_review","label":"Needs review","requiresReview":true,"notes":["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.","Needs review"]},"coverageTags":["Finance","Finance and quant","agent-skill","portfolio-monitoring","kpi","financial-statements","board-reporting","Claude Code"]},"audit":{"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."]},"install_targets":[{"id":"openagentskill-cli","label":"CLI","title":"OpenAgentSkill CLI","kind":"command","value":"npx -y skills add anthropics/financial-services --skill portfolio-monitoring","description":"Use the registry command when your workflow supports the OpenAgentSkill installer.","copyLabel":"Copy command"},{"id":"codex","label":"Codex","title":"Codex install prompt","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.","description":"Give Codex a repo-aware install prompt when the skill is not available through a local CLI.","copyLabel":"Copy prompt"},{"id":"claude-code","label":"Claude Code","title":"Claude Code skill prompt","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.","description":"Use this prompt to ask Claude Code to add the skill and explain the local activation steps.","copyLabel":"Copy prompt"},{"id":"cursor","label":"Cursor","title":"Cursor rule prompt","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.","description":"Use this when installing as Cursor project rules or reusable agent instructions.","copyLabel":"Copy prompt"}],"urls":{"web":"https://www.openagentskill.com/skills/anthropic-portfolio-monitoring","api":"https://www.openagentskill.com/api/agent/skills/anthropic-portfolio-monitoring","install_api":"https://www.openagentskill.com/api/skills/anthropic-portfolio-monitoring/install","audit":"https://www.openagentskill.com/skills/anthropic-portfolio-monitoring/audit","repository":"https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring"},"decision":{"readiness_score":100,"readiness_label":"Production-ready","headline":"Primary pick for Research agents","role":"Primary pick","adoption_stage":"Adopt","primary_fit":"Research agents","best_for":["Research agents workflows","Claude Code teams","teams that value GitHub adoption signals"],"risks":["The workflow can process confidential portfolio financial packages; review data access and retention before use.","No OpenAgentSkill engagement data yet"],"proof_points":["34,158 GitHub stars","recent repository activity","install command or GitHub repo available","100/100 quality profile"],"next_steps":["Install it in a sandbox agent and run one Research agents task end to end.","Compare output quality, latency, and failure behavior against at least one alternative.","Promote it into production only after reviewing repository permissions, license, and maintenance signals."]},"use_cases":[{"slug":"research-agents","title":"Research agents","url":"https://www.openagentskill.com/use-cases/research-agents"},{"slug":"finance-quant","title":"Finance and quant","url":"https://www.openagentskill.com/use-cases/finance-quant"}],"recommendation_reasons":["Matches task terms: use, portfolio, agent, workflow","Strong GitHub adoption: 34,158 stars","Install handoff is available","Repository freshness signal is available","Registry match score 98"],"reasoning":"Strong task match. Evidence: 34K GitHub stars, 66 quality score. Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries."},{"rank":3,"skill":"Portfolio Health Check","slug":"geeksfino-portfolio-health-check","description":"Audit concentration, factor exposure, correlation, liquidity, and stress-test risks in an existing portfolio.","confidence":"0.88","match_score":88,"raw_match_score":410.7638771634976,"match_label":"Good task match","safety_adjusted_score":422.7638771634976,"install":"npx -y skills add Geeksfino/finskills --skill portfolio-health-check","repository":"https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check","stats":{"stars":271,"downloads":0,"rating":0,"quality_score":43.44},"quality":{"score":71,"tier":"strong","label":"Strong","summary":"Solid option that is likely worth shortlisting for production workflows.","signals":[{"label":"GitHub stars","value":"271","tone":"neutral"},{"label":"Freshness","value":"5mo ago","tone":"positive"},{"label":"Install ready","value":"Yes","tone":"positive"},{"label":"License","value":"Apache-2.0","tone":"neutral"}],"warnings":["Portfolio and suitability conclusions require human review and up-to-date holdings data."]},"trust":{"version":"trust-score-v4","score":75,"tier":"strong","label":"Strong shortlist","summary":"Good trust signals with a few areas worth checking before rollout.","recommendedAction":"Test in a sandbox workflow and compare its install path with close alternatives.","dimensions":[{"id":"github_adoption","label":"GitHub adoption","score":62,"weight":0.13,"status":"info","detail":"271 GitHub stars"},{"id":"repo_activity","label":"Stars/forks activity","score":51,"weight":0.08,"status":"warn","detail":"271 stars, 0 forks; issue activity unavailable in current metadata"},{"id":"maintenance","label":"Recent maintenance","score":76,"weight":0.14,"status":"info","detail":"5mo since push"},{"id":"license","label":"License clarity","score":86,"weight":0.09,"status":"pass","detail":"Apache-2.0"},{"id":"documentation","label":"README/SKILL.md completeness","score":90,"weight":0.14,"status":"pass","detail":"Metadata includes enough usage and workflow context"},{"id":"dependency_risk","label":"Dependency/runtime risk","score":90,"weight":0.12,"status":"pass","detail":"no major dependency risk hints in public metadata"},{"id":"installability","label":"Install availability","score":92,"weight":0.1,"status":"pass","detail":"npx -y skills add Geeksfino/finskills --skill portfolio-health-check"},{"id":"install_safety","label":"Install command safety","score":92,"weight":0.1,"status":"pass","detail":"standard package or runtime install path"},{"id":"permission_surface","label":"Permission surface","score":100,"weight":0.07,"status":"pass","detail":"no high-risk permission surface in public metadata"},{"id":"repository","label":"Repository evidence","score":86,"weight":0.04,"status":"pass","detail":"https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check"},{"id":"review_status","label":"Review status","score":66,"weight":0.05,"status":"info","detail":"AI review data available"},{"id":"agent_outcomes","label":"Agent Proven outcomes","score":54,"weight":0.13,"status":"info","detail":"No agent outcome data yet"}],"checks":[{"status":"info","label":"GitHub adoption","detail":"271 GitHub stars"},{"status":"warn","label":"Stars/forks activity","detail":"271 stars, 0 forks; issue activity unavailable in current metadata"},{"status":"info","label":"Recent maintenance","detail":"5mo since push"},{"status":"pass","label":"License clarity","detail":"Apache-2.0"},{"status":"pass","label":"README/SKILL.md completeness","detail":"Metadata includes enough usage and workflow context"},{"status":"pass","label":"Dependency/runtime risk","detail":"no major dependency risk hints in public metadata"},{"status":"pass","label":"Install availability","detail":"npx -y skills add Geeksfino/finskills --skill portfolio-health-check"},{"status":"pass","label":"Install command safety","detail":"standard package or runtime install path"},{"status":"pass","label":"Permission surface","detail":"no high-risk permission surface in public metadata"},{"status":"pass","label":"Repository evidence","detail":"https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check"},{"status":"info","label":"Review status","detail":"AI review data available"},{"status":"info","label":"Agent Proven outcomes","detail":"No agent outcome data yet"},{"status":"warn","label":"Ownership","detail":"No approved owner claim yet"},{"status":"info","label":"OpenAgentSkill usage","detail":"No local usage activity yet"},{"status":"info","label":"Agent outcomes","detail":"No agent outcome data yet"}],"strengths":["AI review approved","Install path is available","Repository evidence is available","Install command has no obvious high-risk pattern"],"warnings":["Portfolio and suitability conclusions require human review and up-to-date holdings data.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review","Stars/forks activity: 271 stars, 0 forks; issue activity unavailable in current metadata"],"evidence":{"stars":"271 GitHub stars","repoActivity":"271 stars, 0 forks","lastPushed":"5mo since push","license":"Apache-2.0","repository":"https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check","install":"npx -y skills add Geeksfino/finskills --skill portfolio-health-check","installSafety":"standard package or runtime install path","permissionSurface":"no high-risk permission surface in public metadata","documentation":"Strong README/SKILL.md context","agentOutcomes":"No agent outcome data yet"},"installReadiness":{"ready":true,"command":"npx -y skills add Geeksfino/finskills --skill portfolio-health-check","policy":"human_review_before_install","label":"Human review before install","notes":["Install path is available","Repository evidence is available","License is declared","No Agent Proven outcome evidence yet","5mo since push","Financial domain: human review is required before use in a live investment workflow."]},"agentCompatibility":["Claude Code","Codex","skills.sh","Cursor","OpenAgentSkill CLI"],"riskSummary":{"level":"medium","label":"Review before production","notes":["Portfolio and suitability conclusions require human review and up-to-date holdings data.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review","Stars/forks activity: 271 stars, 0 forks; issue activity unavailable in current metadata"]},"outcomeEvidence":{"total":0,"successes":0,"failures":0,"notRelevant":0,"successRate":null,"installAttempts":0,"riskBlocked":0,"setupRequired":0,"installSuccessRate":null,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"recentSuccessRate":null,"recentFailureRate":null,"uniqueAgents":0,"agentProvenScore":0,"agentProvenLabel":"Needs first agent run","lastOutcomeAt":null,"label":"No agent outcome data yet"},"autoInstall":{"allowed":false,"sandboxRequired":true,"policy":"human_review_before_install","reason":"Human review or sandbox validation is required before automatic installation."},"bestFor":["Finance","agent-skill","portfolio","risk-management","stress-testing","factor-exposure"],"doNotUseFor":["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","Autonomous investment, trading, tax, or suitability decisions without a qualified human review"],"knownRisks":["Portfolio and suitability conclusions require human review and up-to-date holdings data.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review","Stars/forks activity: 271 stars, 0 forks; issue activity unavailable in current metadata"]},"safety":{"score":65,"level":"review_before_install","label":"Review before install","safety_tier":{"tier":"reviewed","label":"Reviewed with permission notes","badge":"REVIEWED","summary":"Usable candidate, but the agent should surface permission and audit notes before installation.","recommended_action":"Require human approval before installing into a real workspace.","auto_install_policy":"review","reasons":["Financial research output is not financial advice; require human review before any live investment decision","65/100 agent safety score"]},"auto_install_allowed":false,"human_review_required":true,"blocked":false,"audit_risk":"needs_review","permission_hints":[{"id":"network","label":"Network access","reason":"Skill likely fetches remote pages, APIs, repositories, or external services.","severity":"medium"}],"policy_warnings":["Financial research output is not financial advice; require human review before any live investment decision"],"constraints_applied":{"max_risk":"medium","needs_install_command":true,"min_stars":0}},"safety_gate":{"tier":"reviewed","label":"Reviewed with permission notes","badge":"REVIEWED","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.","reasons":["Financial research output is not financial advice; require human review before any live investment decision","65/100 agent safety score"]},"supply_profile":{"track":{"slug":"finance","label":"Finance and quant workflows","shortLabel":"Finance","description":"Market data, SEC filings, portfolio analysis, quant research, backtesting, and risk workflows."},"scenario":{"label":"Finance and quant","description":"I need my agent to analyze markets, financial data, filings, portfolios, and quant strategies.","useCases":[{"slug":"finance-quant","title":"Finance and quant"},{"slug":"coding-agents","title":"Coding agents"},{"slug":"research-agents","title":"Research agents"}]},"applicableAgents":["Claude Code","OpenAI Agents","CLI","Codex","Cursor"],"install":{"ready":true,"command":"npx -y skills add Geeksfino/finskills --skill portfolio-health-check","primaryTarget":"CLI","targetCount":4},"githubQuality":{"stars":271,"starsLabel":"271","forks":0,"license":"Apache-2.0","qualityScore":71,"trustScore":75,"auditScore":77},"maintenance":{"status":"active","label":"5mo since push","daysSincePush":158,"lastPushedAt":"2026-03-05T00:00:00+00:00"},"risk":{"level":"needs_review","label":"Needs review","requiresReview":true,"notes":["Financial research output is not financial advice; require human review before any live investment decision","Portfolio and suitability conclusions require human review and up-to-date holdings data.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review","Stars/forks activity: 271 stars, 0 forks; issue activity unavailable in current metadata"]},"coverageTags":["Finance","Finance and quant","agent-skill","portfolio","risk-management","stress-testing","factor-exposure","Claude Code"]},"audit":{"audit_score":77,"risk_level":"needs_review","risk_label":"Needs review","warnings":["Financial research output is not financial advice; require human review before any live investment decision","Portfolio and suitability conclusions require human review and up-to-date holdings data.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review"]},"install_targets":[{"id":"openagentskill-cli","label":"CLI","title":"OpenAgentSkill CLI","kind":"command","value":"npx -y skills add Geeksfino/finskills --skill portfolio-health-check","description":"Use the registry command when your workflow supports the OpenAgentSkill installer.","copyLabel":"Copy command"},{"id":"codex","label":"Codex","title":"Codex install prompt","kind":"agent-prompt","value":"Install the \"Portfolio Health Check\" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check. 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: Audit concentration, factor exposure, correlation, liquidity, and stress-test risks in an existing portfolio. 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\":\"geeksfino-portfolio-health-check\",\"task\":\"Install Portfolio Health Check\",\"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.","description":"Give Codex a repo-aware install prompt when the skill is not available through a local CLI.","copyLabel":"Copy prompt"},{"id":"claude-code","label":"Claude Code","title":"Claude Code skill prompt","kind":"agent-prompt","value":"Add \"Portfolio Health Check\" as a Claude Code skill from https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check. 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: Audit concentration, factor exposure, correlation, liquidity, and stress-test risks in an existing portfolio. 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\":\"geeksfino-portfolio-health-check\",\"task\":\"Install Portfolio Health Check\",\"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.","description":"Use this prompt to ask Claude Code to add the skill and explain the local activation steps.","copyLabel":"Copy prompt"},{"id":"cursor","label":"Cursor","title":"Cursor rule prompt","kind":"agent-prompt","value":"Turn \"Portfolio Health Check\" from https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check 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: Audit concentration, factor exposure, correlation, liquidity, and stress-test risks in an existing portfolio. 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\":\"geeksfino-portfolio-health-check\",\"task\":\"Install Portfolio Health Check\",\"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.","description":"Use this when installing as Cursor project rules or reusable agent instructions.","copyLabel":"Copy prompt"}],"urls":{"web":"https://www.openagentskill.com/skills/geeksfino-portfolio-health-check","api":"https://www.openagentskill.com/api/agent/skills/geeksfino-portfolio-health-check","install_api":"https://www.openagentskill.com/api/skills/geeksfino-portfolio-health-check/install","audit":"https://www.openagentskill.com/skills/geeksfino-portfolio-health-check/audit","repository":"https://github.com/Geeksfino/finskills/tree/main/US-market/portfolio-health-check"},"decision":{"readiness_score":70,"readiness_label":"Prototype first","headline":"Fallback candidate for Finance and quant","role":"Fallback candidate","adoption_stage":"Prototype","primary_fit":"Finance and quant","best_for":["Finance and quant workflows","Claude Code teams","builders willing to evaluate younger projects"],"risks":["Portfolio and suitability conclusions require human review and up-to-date holdings data.","No OpenAgentSkill engagement data yet"],"proof_points":["recent repository activity","install command or GitHub repo available","71/100 quality profile"],"next_steps":["Install it in a sandbox agent and run one Finance and quant task end to end.","Compare output quality, latency, and failure behavior against at least one alternative.","Promote it into production only after reviewing repository permissions, license, and maintenance signals."]},"use_cases":[{"slug":"finance-quant","title":"Finance and quant","url":"https://www.openagentskill.com/use-cases/finance-quant"},{"slug":"coding-agents","title":"Coding agents","url":"https://www.openagentskill.com/use-cases/coding-agents"}],"recommendation_reasons":["Matches task terms: use, portfolio, agent","Install handoff is available","Repository freshness signal is available","Registry match score 88"],"reasoning":"Good task match. Evidence: 43 quality score. Audit concentration, factor exposure, correlation, liquidity, and stress-test risks in an existing portfolio."}],"blocked_candidates":[],"suggested_composition":{"name":"portfolio-analytics-agent-stack","description":"Start with Portfolio Analytics, then add Portfolio Monitoring + Portfolio Health Check only if the workflow needs extra coverage.","skills":["portfolio-analytics","anthropic-portfolio-monitoring","geeksfino-portfolio-health-check"],"steps":["Prototype the task with Portfolio Analytics as the primary skill.","Add the second skill only if the first one leaves a capability gap.","Keep the third skill as a fallback during evaluation instead of installing everything at once."]},"suggested_stacks":[{"slug":"coding-review-agent","name":"Coding review agent workflow","url":"https://www.openagentskill.com/collections/coding-review-agent","use_case":"coding-agents"},{"slug":"browser-qa-agent","name":"Browser QA agent workflow","url":"https://www.openagentskill.com/collections/browser-qa-agent","use_case":"browser-automation"}],"meta":{"timestamp":"2026-08-10T21:04:58.062Z","api_version":"1.0","total_skills_searched":258,"blocked_candidates":0,"safety_policy":"Blocked candidates are excluded from recommendations. Verified and reviewed candidates receive ranking priority.","public_search_endpoint":"https://www.openagentskill.com/api/skills/search","agent_friendly":true}}