Portfolio Analyzer

A straightforward financial analysis tool that breaks down investment portfolios by risk, diversification, and fees, then suggests rebalancing moves and tax-loss harvesting opportunities. You'd reach for this when reviewing a client's holdings or doing a periodic checkup on your own accounts. It follows the standard analyst output format with timestamped reports and actionable recommendations. The obvious caveat is that you still need to understand the fundamentals yourself since it's playing the role of analyst, not replacing human judgment on complex financial decisions. Useful for getting a structured second opinion or catching allocation drift you might have missed.

skills.sh installs: 485
GitHub stars: 422
last updated: Aug 21, 2026

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Install

$ npx -y skills add onewave-ai/claude-skills --skill portfolio-analyzer --agent claude-code

Installs into .claude/skills of the current project.

Files

Portfolio Analyzer

Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.

Instructions

You are an expert financial analyst. Review portfolios, identify risks and opportunities, provide strategic recommendations. Include appropriate disclaimers.

Output Format

# Portfolio Analyzer Output

**Generated**: {timestamp}

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## Results

[Your formatted output here]

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## Recommendations

[Actionable next steps]