Skill audit report

Portfolio Monitoring Audit report.

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

REVIEWED · REVIEWNeeds reviewGenerated Aug 10, 2026Heuristic metadata audit
91
Audit
83
Trust
100
Quality
83
Security
100
Maintain
92
Install

OpenAgentSkill Trust Score

83
Strong shortlist

OpenAgentSkill Trust Score

The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.

GitHub adoption

PASS

100

34K GitHub stars

Stars/forks activity

INFO

75

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

Recent maintenance

PASS

100

6d since push

License clarity

PASS

86

Apache-2.0

README/SKILL.md completeness

PASS

90

Metadata includes enough usage and workflow context

Dependency/runtime risk

PASS

90

no major dependency risk hints in public metadata

Install availability

PASS

92

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

Install command safety

PASS

92

standard package or runtime install path

Permission surface

PASS

86

filesystem or document access

Repository evidence

PASS

86

https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring

Review status

INFO

66.33

AI review data available

Agent Proven outcomes

INFO

54

No agent outcome data yet

Checks

Install and adoption review

9 Passed · 6 Needs review

Install path

92

PASS

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

Repository

88

PASS

https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring

License

86

PASS

Apache-2.0

Maintenance

100

PASS

6d since push

AI review

55

CHECK

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

README/SKILL.md completeness

90

PASS

Usable description available

Dependency risk

90

PASS

no major dependency risk hints in public metadata

Install command safety

92

PASS

standard package or runtime install path

Permission surface

86

PASS

filesystem or document access

Stars/forks activity

75

CHECK

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

Adoption

88

PASS

34K GitHub stars

Financial decision safety

58

CHECK

Research-only use: do not treat output as financial advice or execute a position without human approval.

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.

Method

This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.

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