Star200+

Portfolio Analytics

REVIEW · 69
Registry indexed

Measure portfolio returns, risk, drawdowns, benchmarks, rolling metrics, and strategy performance from approved data.

Verified installs0
Stars267
Version1.0.0
Quality75/100 · Strong
Trust69/100 · Sandbox only
Audit81/100 · 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 agiprolabs/claude-trading-skills --skill portfolio-analytics

Maintenance

active

2mo since push

Risk

Needs review

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

GitHub quality

267

75/100 Quality · 77/100 Trust

Coverage tags

FinanceFinance and quantagent-skillportfolioperformance-analysis

Review 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.

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

Strong
75

Solid option that is likely worth shortlisting for production workflows.

Trust

Sandbox only
69

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

Audit

Needs review
81

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.shQuantStatsCursor

Stars

267 GitHub stars

Repo activity

267 stars, 0 forks

Maintenance

2mo since push

License

MIT

Install

npx -y skills add agiprolabs/claude-trading-skills --skill portfolio-analytics

Install safety

standard package or runtime install path

Permission surface

no high-risk permission surface in public metadata

Agent outcomes

No agent outcome data yet

Docs

Strong README/SKILL.md context

Risk summary

Review before production

  • 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

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

  • Finance and quant workflows
  • Claude Code teams
  • builders willing to evaluate younger projects
  • Retrieve market data

Suited agents

Claude CodeCodexskills.shQuantStatsCursorOpenAgentSkill CLIOpenAI AgentsCLI

Install decision

Command
npx -y skills add agiprolabs/claude-trading-skills --skill portfolio-analytics
Policy
review
Human review
yes

Trust and risk

Trust
69/100
Audit
81/100
Risk level
Needs review

Outcome loop

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

Install command

npx -y skills add agiprolabs/claude-trading-skills --skill portfolio-analytics
Public auditEval reportResolve APIInstall handoff

Do not use when

  • teams that need a vendor-supported SLA
  • production agents without a repository review
  • Portfolio and trade-log data can be sensitive; validate assumptions, fees, and benchmark handling before reporting results.
  • No OpenAgentSkill engagement data yet
  • 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

Portfolio Monitoring

34.2K Stars

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

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

Agent safety v2

65/100 · 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 agiprolabs/claude-trading-skills --skill portfolio-analytics

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%20Analytics%20for%20an%20agent%20workflow&agent=codex&max_risk=medium

Resolve text

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

Install handoff

/api/skills/portfolio-analytics/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 Analytics in this workspace.
Resolve first: https://www.openagentskill.com/api/agent/resolve?task=Use%20Portfolio%20Analytics%20for%20an%20agent%20workflow&agent=codex&max_risk=medium
Review install handoff: https://www.openagentskill.com/api/skills/portfolio-analytics/install
Install command: npx -y skills add agiprolabs/claude-trading-skills --skill portfolio-analytics
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/portfolio-analytics/install

LLM text format

/api/skills/portfolio-analytics/install?format=text

Find alternatives

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

Agent prompt

Use Portfolio Analytics for this task. Review https://www.openagentskill.com/api/skills/portfolio-analytics/install, then install with: npx -y skills add agiprolabs/claude-trading-skills --skill portfolio-analytics

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/portfolio-analytics

LLM text

/api/registry/manifest/portfolio-analytics?format=text

Install alias

/api/registry/install/portfolio-analytics

Recommend

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

Agent fit

74/100

Finance and quant

Use-case tags

Finance and quantResearch agentsBrowser automation

Platforms

Claude Code, Codex, skills.sh, QuantStats, OpenAI Agents

Audit report

Needs review · 81/100

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

View audit reportView eval report

Agent decision cockpit

Companion skill for Finance and quant

Shortlist this skill and compare it with close alternatives before production adoption.

74
Readiness
Shortlist
Stage

Role in stack

Companion skill

Primary fit

Finance and quant

Trust label

Strong shortlist

Install path

Command ready

Use when

  • Finance and quant workflows
  • Claude Code teams
  • builders willing to evaluate younger projects

Evidence

  • recent repository activity
  • install command or GitHub repo available
  • 75/100 quality profile

review first

  • Portfolio and trade-log data can be sensitive; validate assumptions, fees, and benchmark handling before reporting results.
  • No OpenAgentSkill engagement data yet

Implementation path

  1. 1Install it in a sandbox agent and run one Finance and quant 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.

69
OpenAgentSkill Trust Score

GitHub adoption

INFO

267 GitHub stars

Stars/forks activity

CHECK

267 stars, 0 forks; issue activity unavailable in current metadata

Recent maintenance

PASS

2mo since push

License clarity

PASS

MIT

Good signals

  • AI review approved
  • Install path is available
  • Repository evidence is available
  • Recently maintained repository
  • Install command has no obvious high-risk pattern
  • Outcome loop is ready but needs first real agent run

Review before install

  • 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
  • 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

Strong candidate for agent workflows

Solid option that is likely worth shortlisting for production workflows.

75
GitHub stars
267
Freshness
2mo ago
Install ready
Yes
License
MIT
Review before install: Portfolio and trade-log data can be sensitive; validate assumptions, fees, and benchmark handling before reporting results.

Workflow fit

Use this skill in these scenarios

Analyze markets

Finance and quant

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

Investigate faster

Research agents

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

Operate web apps

Browser automation

I need my agent to control a browser, fill forms, and verify web app workflows.

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.

Operate and verify web apps

Browser QA agent

A workflow for agents that navigate products, fill forms, take screenshots, and verify real user flows across web applications.

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.

Alternative shortlist

Compare before you install

Similar skills that may fit this task.

Compare all

Equity Research Earnings Analysis

Create a structured post-earnings equity research update with key metrics, estimate changes, charts, and thesis review.

Adopt
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Quality100
Stars34.2K

Portfolio Monitoring

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Adopt
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3-Statement Financial Model

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Estimate a public companys intrinsic value through DCF, relative, and sum-of-the-parts valuation methods.

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Overview

A source-checked portfolio research skill from Agipro Labs for analyzing equity curves and trade logs with return, drawdown, and risk-adjusted metrics. It produces a useful performance-analysis artifact, but input files can be sensitive and results must be validated for data completeness, fees, survivorship bias, and reporting assumptions before any investor communication.

Platform compatibility

claude-codeFULL
codexFULL
skills.shFULL
quantstatsFULL

Technical details

Version
1.0.0
License
MIT
Last updated
Aug 10, 2026
Published
Aug 10, 2026

Frameworks & tools

Claude CodeCodexskills.shQuantStats

Decision snapshot

Companion skill

74
Ready
Shortlist
Stage

recent repository activity

Audit

Install review

Install and adoption review

81
Needs review
Security
83/100
Maintenance
88/100
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 Analytics, ready for a manual X post.

Curator note
A practical pick for market research:

Portfolio Analytics: Measure portfolio returns, risk, drawdowns, benchmarks, rolling metrics, and strategy performance from approved data.

267 stars

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

Install: npx -y skills add agiprolabs/claude-trading-skills --skill portfolio-analytics
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
agiprolabs
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 agiprolabs 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/portfolio-analytics?metric=listed&label=Listed)](https://www.openagentskill.com/skills/portfolio-analytics)
[![OpenAgentSkill Trust](https://www.openagentskill.com/api/badge/portfolio-analytics?metric=trust&label=Trust)](https://www.openagentskill.com/skills/portfolio-analytics)
[![OpenAgentSkill Audit](https://www.openagentskill.com/api/badge/portfolio-analytics?metric=audit&label=Audit)](https://www.openagentskill.com/skills/portfolio-analytics/audit)
[![Agent Proven](https://www.openagentskill.com/api/badge/portfolio-analytics?metric=proven&label=Agent%20Proven)](https://www.openagentskill.com/skills/portfolio-analytics)
Preview badge Open audit Creator kit

Author

A

agiprolabs

@agiprolabs

Tags

agent-skillfinanceportfolioperformance-analysisdrawdownbacktesting

Platform fit

Claude CodeOpenAI Agents

Health signals

GitHub stars
267
Quality score
47/100
Last GitHub push
Jun 24, 2026
Framework hints
4
OpenAgentSkill views
0
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

69
  • GitHub adoption267 GitHub starsINFO
  • Stars/forks activity267 stars, 0 forks; issue activity unavailable in current metadataCHECK
  • Recent maintenance2mo since pushPASS
  • License clarityMITPASS
  • README/SKILL.md completenessMetadata includes enough usage and workflow contextPASS
  • Dependency/runtime riskno major dependency risk hints in public metadataPASS

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