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portfolio-monitoring — Claude Code skill: install and overview
Analyzes portfolio company financial reports in Excel or PDF, tracks variances against budget, and flags covenant breach risks.
Install into Claude Code · Skills CLI (Vercel)
All methods and platforms ↓
npx skills add anthropics/financial-services --skill portfolio-monitoring -a claude-codeWhat portfolio-monitoring does
The skill processes portfolio company financial packages provided as Excel workbooks, PDF files, or CSV exports. It extracts financial metrics including revenue, EBITDA, cash balance, debt, and capex. It then contrasts actual figures against the operating plan and prior reporting periods.
Variances follow three thresholds. Figures within 5% of plan show green, gaps between 5% and 15% trigger yellow warning flags, and drops beyond 15% or covenant issues turn red. The output delivers an executive summary, a KPI comparison table, and questions for management. Before verifying covenants, the agent prompts the user directly for credit agreement terms.
What it helps with
- Extract revenue and EBITDA figures from quarterly Excel or PDF reports
- Calculate financial variances against the annual budget and prior periods
- Identify potential debt covenant breaches and solvency risks early
- Draft board-ready executive summaries with questions for management
Example prompts for the agent
- Review portfolio company performance using Q3_financials.xlsx
- Check covenant compliance and flag budget variances for Acme Corp
- Generate a monthly financials summary from financials.pdf
How to install portfolio-monitoring
1Skills CLI (Vercel)
npx skills add anthropics/financial-services --skill portfolio-monitoring -a claude-code2Manually: put the files in place
~/.claude/skills/portfolio-monitoring/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/portfolio-monitoring/
1Skills CLI (Vercel)
npx skills add anthropics/financial-services --skill portfolio-monitoring -a codex2Manually: put the files in place
.agents/skills/portfolio-monitoring/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add anthropics/financial-services --skill portfolio-monitoring -a cursor2Manually: put the files in place
.cursor/skills/portfolio-monitoring/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install anthropics/financial-services portfolio-monitoring2Manually: put the files in place
.github/skills/portfolio-monitoring/SKILL.md1Skills CLI (Vercel)
npx skills add anthropics/financial-services --skill portfolio-monitoring -a gemini-cli2Platform CLI
gemini skills install https://github.com/anthropics/financial-services --path plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoringManually: put the files in place
.devin/skills/portfolio-monitoring/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add anthropics/financial-services --skill portfolio-monitoring -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
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Questions about portfolio-monitoring
How to install portfolio-monitoring in Claude Code?
Run npx skills add anthropics/financial-services --skill portfolio-monitoring -a claude-code. Claude Code saves the skill definition to ~/.claude/skills/portfolio-monitoring/SKILL.md.
What file formats can portfolio-monitoring process?
It accepts financial reports in Excel, PDF, and CSV formats. From those documents, it extracts core metrics like revenue, EBITDA, cash balance, capex, and net debt.
How does the skill categorize budget variances?
Variances within 5% of budget receive a green status. Differences between 5% and 15% are marked yellow for discussion, while deficits greater than 15% or covenant risks trigger red alerts.
Source text
SKILL.md · Apache-2.0
---
name: portfolio-monitoring
description: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
---
# Portfolio Monitoring
## Workflow
### Step 1: Ingest Financial Package
- Accept the user's portfolio company financial package (Excel workbook, PDF, or CSV)
- Extract key financials: Revenue, EBITDA, cash balance, debt outstanding, capex, working capital
- Identify the reporting period and compare to prior period and budget/plan
### Step 2: KPI Extraction & Variance Analysis
Key metrics to track (adapt to the company's sector):
**Financial KPIs:**
- Revenue vs. budget ($ and %)
- EBITDA and EBITDA margin vs. budget
- Cash balance and net debt
- Leverage ratio (Net Debt / LTM EBITDA)
- Interest coverage ratio
- Capex vs. budget
- Free cash flow
**Operational KPIs** (ask user or infer from data):
- Customer count / revenue per customer
- Employee headcount / revenue per employee
- Backlog / pipeline
- Churn / retention rates
### Step 3: Flag & Summarize
- **Green**: Within 5% of plan
- **Yellow**: 5-15% below plan — flag for discussion
- **Red**: >15% below plan or covenant breach risk — immediate attention
Output a concise summary:
1. One-paragraph executive summary ("Company X is tracking [ahead/behind/on] plan...")
2. KPI table with actual vs. budget vs. prior period
3. Red/yellow flags with context
4. Covenant compliance status (if applicable)
5. Questions for management
### Step 4: Trend Analysis
If multiple periods are provided:
- Chart key metrics over time (revenue, EBITDA, cash)
- Identify trends — accelerating, decelerating, or stable
- Compare vs. underwriting case
## Important Notes
- Always ask for the budget/plan to compare against if not provided
- Don't assume sector-specific KPIs — ask what matters for this company
- If covenant levels aren't known, ask the user for the credit agreement terms
- Output should be board-ready — concise, factual, no fluff
© anthropics · Apache-2.0 · anthropics/financial-services
