portfolio-monitoring

portfolio-monitoring is a skill for Claude Code, Codex from leecyno1/boutique-skills. It costs 91 tokens per session (527 once invoked), scanned A, a copy of portfolio-monitoring, MIT.

A portfolio-monitoring workflow for reviewing a company's monthly or quarterly financial reports and comparing performance with its budget and previous periods.

In plain words
What is it for?
It helps track revenue, EBITDA, cash, debt, leverage, interest coverage, capital spending, working capital, and other company-specific measures, then summarize variances and covenant risks.
Why use it?
It turns spreadsheets, PDFs, and CSVs into a focused view of financial and operating changes, making problems easier to spot early.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit It helps track revenue, EBITDA, cash, debt, leverage, interest coverage, capital spending, working capital, and other company-specific measures, then summarize variances and covenant risks.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/leecyno1/boutique-skills/anthropic-fs-private-equity-portfolio-monitoring
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add leecyno1/boutique-skills --skill anthropic-fs-private-equity-portfolio-monitoring
Clone the repo
git clone --depth 1 https://github.com/leecyno1/boutique-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for portfolio-monitoring

README.md
[![agentmods](https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-private-equity-portfolio-monitoring/github.svg)](https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-private-equity-portfolio-monitoring)
Your own site
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-private-equity-portfolio-monitoring"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-private-equity-portfolio-monitoring/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for portfolio-monitoring

Your own site · 80×15
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-private-equity-portfolio-monitoring"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-private-equity-portfolio-monitoring.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 91 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 527 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00091 $0.00527
Opus 5.5 $0.00036 $0.00211
Sonnet 5.5 $0.00018 $0.00105
Haiku 4.5 $0.00009 $0.00053

Measured 1mo ago against content hash 7a3b7bbd6610, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

portfolio-monitoring scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 1mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to portfolio-monitoring — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

skills/default/anthropic-fs-private-equity-portfolio-monitoring/SKILL.md · 61 lines

What it actually says

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
Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 1mo ago First seen · 61 lines · 91 tokens per session scan A 7a3b7bbd6610

Subscribe to this mod's changes

portfolio-monitoring is a skill published in the GitHub repository leecyno1/boutique-skills (6 stars, last pushed 27d ago), licensed MIT. It adds 91 tokens to every session and 527 once invoked, about $0.0004 per session on Opus 5.5. A static security scan graded it A with 0 findings. It is 100% identical to portfolio-monitoring, differing in 0 lines, and is treated as a copy.

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