Portfolio Performance Monitor
Extracts portfolio-company KPIs and surfaces plan variances and covenant risks.
The skill is scoped to analyzing user-supplied financial files, states no external write or transaction execution, and asks for missing budgets or covenant terms, providing some scope control. Because it may handle sensitive financial data but gives no privacy, retention, redaction, permission, data-flow, or human-confirmation guidance, and no recovery model, 10 points are deducted.
The workflow and output structure are internally coherent, and abnormal omissions prompt requests for budgets, sector KPIs, or covenant terms. It provides no extraction tooling, format-compatibility details, calculation checks, failure messages, edge-case handling, or skill-specific tests; static evidence cannot establish reproducible key paths, so 12 points are deducted.
Audience, scenarios, input formats, trigger phrases, and main outputs are reasonably clear for portfolio-company monitoring. Sector adaptation is only broadly described, while non-fit boundaries, data-quality requirements, Chinese-language output, and false-trigger limits are unspecified; no extra mainland-network deduction applies because the skill is file-oriented and does not depend on an overseas service, so 6 points are deducted.
The documentation is concise and layered, with a name, description, workflow, limitation prompts, and output format; the repository supplies an Apache-2.0 license, validation CI, and general maintenance context. The skill itself lacks versioning, changelog, named maintenance responsibility, installation/dependency notes, examples, FAQs, and troubleshooting guidance, so 8 points are deducted.
The core objective, KPIs, thresholds, and board-summary format are explicit and could plausibly produce a useful monitoring summary. File parsing, calculation correctness, chart generation, sector adaptation, and board readiness are not verified by the supplied files, and professional review remains necessary; the static ceiling supports 7 points, with 8 points deducted.
The skill text provides auditable workflow, thresholds, and output requirements, and the repository includes general plugin-validation and secret-scanning CI. There are no tests covering this skill's key paths, real execution examples, or independent corroboration, so 6 points are deducted and the static score is limited to 4.
- Do not treat the green, yellow, or red thresholds as universal industry or covenant standards; verify budgets, definitions, currencies, periods, and agreement terms first.
- Before processing portfolio financial packages, confirm access rights, sensitive-field handling, retention, and sharing boundaries; qualified professionals should review outputs.
- Although Excel, PDF, and CSV ingestion is claimed, no parser, tests, or failure-handling evidence is supplied; complex formats and missing data may require manual rework.
What does this skill do, and when should you use it?
This skill tracks portfolio-company performance against budget, plan, and prior periods. It accepts Excel, PDF, or CSV financial packages and extracts revenue, EBITDA, cash, debt, capex, and working capital data. It analyzes financial and operational KPIs, flags variances, and produces board-ready summaries, tables, and management questions. When multiple periods are available, it identifies trends and compares performance with the underwriting case.
Accepts a user-provided Excel workbook, PDF, or CSV financial package; identifies the reporting period; extracts revenue, EBITDA, cash balance, debt outstanding, capex, and working capital; organizes or calculates revenue and EBITDA variance to budget, EBITDA margin, net debt, Net Debt/LTM EBITDA, interest coverage, capex variance, and free cash flow; asks for or infers relevant operational KPIs; applies green, yellow, and red variance flags; produces an executive summary, actual-versus-budget-versus-prior-period KPI table, red/yellow flags, covenant status, and management questions; and analyzes revenue, EBITDA, and cash trends when multiple periods are provided.
- A private equity team receives a monthly portfolio-company financial package and needs a concise portfolio update.
- An investment professional is preparing board materials and needs actual performance compared with budget and the prior period.
- A fund team wants to screen revenue, EBITDA, cash, and leverage for material deviations requiring discussion.
- A debt or investment monitoring professional needs to assess covenant compliance when the relevant credit-agreement terms are available.
What are this skill's strengths and limitations?
- Covers common portfolio-monitoring tasks across financial KPIs, operational KPIs, plan variance, trends, and covenant compliance.
- Defines explicit green, yellow, and red variance thresholds for consistent initial review.
- Produces a board-oriented output structure with an executive summary, KPI table, flags, covenant status, and management questions.
- Requires a budget or plan to perform a complete variance comparison.
- Requires covenant levels or credit-agreement terms for a supportable covenant assessment.
- Does not assume sector-specific KPIs, so users must identify what matters for the company.
- The supplied source does not show a test suite, sample outputs, or platform-validation evidence.
How do you install this skill?
In Claude Cowork, open Settings → Plugins → Add plugin, paste https://github.com/anthropics/financial-services, and select the Valuation Reviewer-related agent from the marketplace list. The README does not document a direct standalone installation procedure for this individual skill.
How do you use this skill?
Provide the company's monthly or quarterly Excel, PDF, or CSV financial package together with the budget or plan. For covenant monitoring, also provide the applicable credit-agreement thresholds. Example: "Review portfolio company performance against the budget and prior period, then flag covenant risks." Supported trigger phrases include "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", and "portfolio update".