Star200+

Portfolio Monitoring

REVIEW · 75
Registry indexed

Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries.

Verified installs0
Stars34.2K
Version1.0.0
Quality100/100 · Excellent
Trust75/100 · Sandbox only
Audit91/100 · Needs review

Supply asset profile

Finance and quant workflows

Market data, SEC filings, portfolio analysis, quant research, backtesting, and risk workflows.

Browse track

Scenario

Finance and quant

I need my agent to analyze markets, financial data, filings, portfolios, and quant strategies.

Agent fit

Claude Code + OpenAI Agents + CLI

Codex, Claude Code, Cursor, CLI, or custom agents.

Install

Ready

npx -y skills add anthropics/financial-services --skill portfolio-monitoring

Maintenance

fresh

6d since push

Risk

Needs review

Financial research output is not financial advice; require human review before any live investment decision

GitHub quality

34K

100/100 Quality · 83/100 Trust

Coverage tags

FinanceFinance and quantagent-skillportfolio-monitoringkpi

Review 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.

Agent adoption scorecard

Trust, audit, and install readiness at a glance

These scores combine public repository metadata, OpenAgentSkill review signals, maintenance freshness, and install readiness. They are a shortlist signal, not a replacement for human review.

Quality

Excellent
100

High-confidence pick with strong adoption and healthy maintenance signals.

Trust

Sandbox only
75

Useful candidate with missing or mixed trust signals. Keep it in an isolated workspace until the outcome loop proves task fit.

Audit

Needs review
91

A machine-readable review of install readiness, security metadata, maintenance, and adoption risk.

OpenAgentSkill Trust Score v5

Human review before install

Run only in a sandbox and compare close alternatives before using it for real work.

Claude CodeCodexskills.shCursorOpenAgentSkill CLI

Stars

34K GitHub stars

Repo activity

34K stars, 0 forks

Maintenance

6d since push

License

Apache-2.0

Install

npx -y skills add anthropics/financial-services --skill portfolio-monitoring

Install safety

standard package or runtime install path

Permission surface

filesystem or document access

Agent outcomes

No agent outcome data yet

Docs

Strong README/SKILL.md context

Risk summary

Review before production

  • 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 readiness

Install path available

  • Install path is available
  • Repository evidence is available
  • License is declared
  • No Agent Proven outcome evidence yet

Agent-readable metadata

Machine-readable decision data for this skill.

Use this block or the embedded JSON to decide whether an agent should install this skill, choose an alternative, or ask for human review first.

Open JSON

Suited tasks

  • Research agents workflows
  • Claude Code teams
  • teams that value GitHub adoption signals
  • Search sources

Suited agents

Claude CodeCodexskills.shCursorOpenAgentSkill CLIOpenAI AgentsCLI

Install decision

Command
npx -y skills add anthropics/financial-services --skill portfolio-monitoring
Policy
review
Human review
yes

Trust and risk

Trust
75/100
Audit
91/100
Risk level
Needs review

Outcome loop

Endpoint
/api/agent/outcome
Event ID
resolve
Outcomes
5

Install command

npx -y skills add anthropics/financial-services --skill portfolio-monitoring
Public auditEval reportResolve APIInstall handoff

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.

Alternative

Equity Research Earnings Analysis

34.2K Stars

npx -y skills add anthropics/financial-services --skill earnings-analysis

Alternative

3-Statement Financial Model

34.2K Stars

npx -y skills add anthropics/financial-services --skill 3-statement-model

Alternative

Company Valuation

3.1K Stars

npx -y skills add himself65/finance-skills --skill company-valuation

Alternative

Earnings Preview

3.1K Stars

npx -y skills add himself65/finance-skills --skill earnings-preview

Agent safety v2

75/100 · Review before install

Reviewed with permission notesreview

Usable candidate, but the agent should surface permission and audit notes before installation.

Require human approval before installing into a real workspace.

Resolve via API

medium

Network access

Skill likely fetches remote pages, APIs, repositories, or external services.

medium

Filesystem access

Skill may read or write project files, documents, generated artifacts, or local workspace state.

  • Financial research output is not financial advice; require human review before any live investment decision

Install targets

Install this skill in your agent workflow

Use the public install endpoint to fetch the command, safety checklist, target prompts, and canonical links for this skill.

skill install

OpenAgentSkill CLI

Use the registry command when your workflow supports the OpenAgentSkill installer.

$ npx -y skills add anthropics/financial-services --skill portfolio-monitoring

Agent resolve plan

Let an agent verify fit before installing.

The Resolve API returns the selected skill, alternatives, safety policy, audit notes, install target, and copy-paste prompt an agent can follow without scraping this page.

Open text plan

Open JSON

/api/agent/resolve?task=Use%20Portfolio%20Monitoring%20for%20an%20agent%20workflow&agent=codex&max_risk=medium

Resolve text

/api/agent/resolve?task=Use%20Portfolio%20Monitoring%20for%20an%20agent%20workflow&agent=codex&max_risk=medium&format=text

Install handoff

/api/skills/anthropic-portfolio-monitoring/install

Agent should check

  • Task fit and alternatives from Resolve API.
  • Audit score, trust score, and safety policy warnings.
  • Install target compatibility for Codex, Claude Code, Cursor, or CLI.

Copy prompt

Task: Use Portfolio Monitoring in this workspace.
Resolve first: https://www.openagentskill.com/api/agent/resolve?task=Use%20Portfolio%20Monitoring%20for%20an%20agent%20workflow&agent=codex&max_risk=medium
Review install handoff: https://www.openagentskill.com/api/skills/anthropic-portfolio-monitoring/install
Install command: npx -y skills add anthropics/financial-services --skill portfolio-monitoring
Before running it, summarize audit warnings, required permissions, and the fallback skill if install is risky.

Agent handoff

Give an agent the install path, not another directory page.

Use the public install endpoint to fetch the command, safety checklist, target prompts, and canonical links for this skill.

Open install API

Install handoff

/api/skills/anthropic-portfolio-monitoring/install

LLM text format

/api/skills/anthropic-portfolio-monitoring/install?format=text

Find alternatives

/api/skills/search?q=Portfolio%20Monitoring&limit=3

Agent prompt

Use Portfolio Monitoring for this task. Review https://www.openagentskill.com/api/skills/anthropic-portfolio-monitoring/install, then install with: npx -y skills add anthropics/financial-services --skill portfolio-monitoring

Registry metadata

Agent-readable profile for automatic skill selection.

This page exposes the same decision, trust, audit, use-case, and install signals through the Registry API, so agents can rank this skill without scraping the UI.

Open manifest

Manifest

/api/registry/manifest/anthropic-portfolio-monitoring

LLM text

/api/registry/manifest/anthropic-portfolio-monitoring?format=text

Install alias

/api/registry/install/anthropic-portfolio-monitoring

Recommend

/api/registry/recommend?task=Use%20Portfolio%20Monitoring%20in%20an%20agent%20workflow&limit=3

Agent fit

100/100

Research agents

Use-case tags

Research agentsFinance and quantCoding agents

Platforms

Claude Code, Codex, skills.sh, OpenAI Agents

Audit report

Needs review · 91/100

A machine-readable review of install readiness, security metadata, maintenance, and adoption risk.

View audit reportView eval report

Agent decision cockpit

Primary pick for Research agents

Use this as a leading candidate, then validate the README and install path in your own agent stack.

100
Readiness
Adopt
Stage

Role in stack

Primary pick

Primary fit

Research agents

Trust label

Production-ready

Install path

Command ready

Use when

  • Research agents workflows
  • Claude Code teams
  • teams that value GitHub adoption signals

Evidence

  • 34,158 GitHub stars
  • recent repository activity
  • install command or GitHub repo available
  • 100/100 quality profile
  • 1 OpenAgentSkill engagement events

review first

  • The workflow can process confidential portfolio financial packages; review data access and retention before use.

Implementation path

  1. 1Install it in a sandbox agent and run one Research agents task end to end.
  2. 2Compare output quality, latency, and failure behavior against at least one alternative.
  3. 3Promote it into production only after reviewing repository permissions, license, and maintenance signals.

Trust profile

Sandbox only

Useful candidate with missing or mixed trust signals. Keep it in an isolated workspace until the outcome loop proves task fit.

75
OpenAgentSkill Trust Score

GitHub adoption

PASS

34K GitHub stars

Stars/forks activity

INFO

34K stars, 0 forks; issue activity unavailable in current metadata

Recent maintenance

PASS

6d since push

License clarity

PASS

Apache-2.0

Good signals

  • 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
  • Outcome loop is ready but needs first real agent run

Review before install

  • 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.
  • No real agent outcome reports yet
  • Human review required before unattended installation

Recommended action

Run only in a sandbox and compare close alternatives before using it for real work.

Quality profile

Excellent candidate for agent workflows

High-confidence pick with strong adoption and healthy maintenance signals.

100
GitHub stars
34K
Freshness
6d ago
Install ready
Yes
License
Apache-2.0
Review before install: The workflow can process confidential portfolio financial packages; review data access and retention before use.

Workflow fit

Use this skill in these scenarios

Investigate faster

Research agents

I need my agent to research a topic, compare sources, and produce a concise report.

Analyze markets

Finance and quant

I need my agent to analyze markets, financial data, filings, portfolios, and quant strategies.

Build and ship code

Coding agents

I need a coding agent that can understand a repository, edit code, and review pull requests.

Workflow fit

Add it to a complete workflow

Find, compare, and synthesize

Research report agent

A workflow for agents that gather sources, compare claims, summarize long material, and draft useful research briefs.

Inspect, patch, and verify code

Coding review agent

A workflow for software agents that inspect repositories, review pull requests, generate tests, and turn findings into shippable patches.

Turn skills into distribution

Content growth agent

A workflow for turning newly indexed skills into SEO briefs, social drafts, comparison pages, and reusable publishing workflows.

Alternative shortlist

Compare before you install

Similar skills that may fit this task.

Compare all

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Quality100
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Overview

A source-checked financial monitoring workflow from Anthropic Financial Services. It extracts KPIs from approved Excel, PDF, or CSV financial packages and compares them with prior periods and budgets; because these materials may contain confidential data and covenants, keep the run inside an approved workspace and have a responsible analyst validate every conclusion.

Platform compatibility

claude-codeFULL
codexFULL
skills.shFULL

Technical details

Version
1.0.0
License
Apache-2.0
Last updated
Aug 10, 2026
Published
Aug 10, 2026

Frameworks & tools

Claude CodeCodexskills.sh

Decision snapshot

Primary pick

100
Ready
Adopt
Stage

34,158 GitHub stars

Audit

Install review

Install and adoption review

91
Needs review
Security
83/100
Maintenance
100/100
Install
92/100
Open full auditView eval report

Agent-proven evidence

Agent-proven evidence

Outcome reports after resolve, review, install, and one narrow run.

0
Proven
Needs first agent runAuto-install: review firstLast: Unknown
Success rate
—
Recent failure
—
Outcomes
0
Output quality
—
Failed
0
Not relevant
0
Installs
0
Risk blocked
0
Setup needed
0
Production
0

No agent outcome data yet. The first agent run can report success, setup needs, risk blocks, failure, or not-relevant through /api/agent/outcome.

Agent-Proven rankingOutcome contract

Install

Add to agent workflow

Free and open source. Review the report before installing into production agents.

Compare AlternativesAuto-resolve PlanView on GitHubDocumentation

Growth loop

Share kit

X

Scenario-led draft for Portfolio Monitoring, ready for a manual X post.

Curator note
Portfolio Monitoring: Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI...

34.2K stars

https://www.openagentskill.com/skills/anthropic-portfolio-monitoring?ref=x
Open X draft
Optional reply with install command
Listing + install path for Portfolio Monitoring:
https://www.openagentskill.com/skills/anthropic-portfolio-monitoring?ref=x

Install: npx -y skills add anthropics/financial-services --skill portfolio-monitoring
Open reply draft

Listing source

Registry indexed

Claimable

This listing was indexed from public sources and is not marked official until a maintainer claim is approved.

Creator
anthropics
Indexed by
OpenAgentSkill community index

Attribution links to the public repository or creator profile. Creators can claim the listing to update ownership signals.

Claim this skill

Owner claim

Claim this skill listing

This Registry indexed listing is attributed to anthropics but is not marked official yet. Claim it to add a verified owner signal and make future launch, install, and audit updates easier to trust.

Creator backlink kit

Add the evidence badges to your README

Show the canonical listing, current trust and audit signals, and real Agent-Proven evidence where developers evaluate the repository.

[![Listed on OpenAgentSkill](https://www.openagentskill.com/api/badge/anthropic-portfolio-monitoring?metric=listed&label=Listed)](https://www.openagentskill.com/skills/anthropic-portfolio-monitoring)
[![OpenAgentSkill Trust](https://www.openagentskill.com/api/badge/anthropic-portfolio-monitoring?metric=trust&label=Trust)](https://www.openagentskill.com/skills/anthropic-portfolio-monitoring)
[![OpenAgentSkill Audit](https://www.openagentskill.com/api/badge/anthropic-portfolio-monitoring?metric=audit&label=Audit)](https://www.openagentskill.com/skills/anthropic-portfolio-monitoring/audit)
[![Agent Proven](https://www.openagentskill.com/api/badge/anthropic-portfolio-monitoring?metric=proven&label=Agent%20Proven)](https://www.openagentskill.com/skills/anthropic-portfolio-monitoring)
Preview badge Open audit Creator kit

Author

A

anthropics

@anthropics

Tags

agent-skillfinanceportfolio-monitoringkpifinancial-statementsboard-reporting

Platform fit

Claude CodeOpenAI Agents

Health signals

GitHub stars
34.2K
Quality score
66/100
Last GitHub push
Aug 4, 2026
Framework hints
3
OpenAgentSkill views
1
Install copies
0
Outbound clicks
0

Community signal

Share whether this skill looks useful for your agent workflow. Aggregated feedback improves rankings over time.

Trust & safety

Sandbox only

75
  • GitHub adoption34K GitHub starsPASS
  • Stars/forks activity34K stars, 0 forks; issue activity unavailable in current metadataINFO
  • Recent maintenance6d since pushPASS
  • License clarityApache-2.0PASS
  • README/SKILL.md completenessMetadata includes enough usage and workflow contextPASS
  • Dependency/runtime riskno major dependency risk hints in public metadataPASS

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