Pre-install eval

Portfolio Monitoring Eval report.

A machine-readable install decision for agents: task fit, Trust Score, Audit Score, install safety, permission surface, and a concrete validation plan before this skill touches a workspace.

Needs reviewMedium riskREVIEW Policy
87
Eval report
83
Trust
91
Audit
75
Agent safety

manual review

Require human approval before installing into a real workspace.

Required gates

Checks an agent must pass before install

Open JSON

Task fit

84

pass

Task wording matches this skill metadata.

  • Evaluate Portfolio Monitoring before installing it in an agent workflow
  • Finance
  • Research agents workflows; Claude Code teams; teams that value GitHub adoption signals

Install path

92

pass

Install handoff is available.

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

Install command safety

92

pass

standard package or runtime install path

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

Trust score

83

pass

Good trust signals with a few areas worth checking before rollout.

  • Strong shortlist
  • 34K GitHub stars
  • Apache-2.0

Audit score

91

warn

Needs review

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

Agent safety gate

75

warn

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

  • Require human approval before installing into a real workspace.
  • Financial research output is not financial advice; require human review before any live investment decision

License clarity

86

pass

Apache-2.0

  • Apache-2.0

Permission surface

86

pass

filesystem or document access

  • Network access: medium
  • Filesystem access: medium

Validation plan

What the agent should do next

  1. 1Inspect repository, README/SKILL.md, license, and recent commits before production use.
  2. 2Install in an isolated workspace or sandbox with no production secrets available.
  3. 3Run the smallest representative task and record files touched, commands run, network access, and outputs.
  4. 4Compare the selected skill against at least one alternative when the eval status is review or failed.
  5. 5Promote only after the agent reports a successful verification result and unresolved warnings are accepted.

Do not use when

Conditions that require another skill

  • 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

Supporting checks

Trust signals behind the decision

README/SKILL.md completeness

pass

90

Metadata includes enough usage and workflow context

Recent maintenance

pass

100

6d since push

Alternatives available

pass

82

Alternative skills are available for comparison.