What is kelly-portfolio-health?

A dashboard for a revenue-based-financing or private-credit portfolio, where small businesses repay advances from future revenue up to an agreed cap. It summarizes repayment progress, concentration by industry and city, and contracts with declining revenue.

Use it to review assets under management, repayment progress, concentration, watchlists, contract flags, and notes.

It makes portfolio-level repayment delays, concentration risk, and potentially troubled contracts easier to monitor in one place.

kelly-portfolio-health — Skill for Codex by mr-kelly

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 mr-kelly/skills --skill kelly-portfolio-health

Clone the repo

git clone --depth 1 https://github.com/mr-kelly/skills

Made for: 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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/mr-kelly/skills/kelly-portfolio-health/github.svg)](https://agentmods.dev/skills/mr-kelly/skills/kelly-portfolio-health)

Your own site

<a href="https://agentmods.dev/skills/mr-kelly/skills/kelly-portfolio-health"><img src="https://agentmods.dev/badge/skills/mr-kelly/skills/kelly-portfolio-health/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.

Your own site · 80×15

<a href="https://agentmods.dev/skills/mr-kelly/skills/kelly-portfolio-health"><img src="https://agentmods.dev/badge/skills/mr-kelly/skills/kelly-portfolio-health.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 131 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 2,573 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 original No closer match found 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.

Model	Per session	Once invoked
Fable 5.1	$0.00131	$0.02573
Opus 5	$0.00066	$0.01287
Sonnet 5	$0.00026	$0.00515
Haiku 4.5	$0.00013	$0.00257

Measured 12d ago against content hash 232169f3a4e7, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

kelly-portfolio-health 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 12d ago.

The scan reads SKILL.md. This mod also ships 21 executable files (content/kelly-portfolio-health-app/app/accent-theme.js, content/kelly-portfolio-health-app/app/app.js, content/kelly-portfolio-health-app/app/i18n/messages.js, …), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

skills/kelly-portfolio-health/SKILL.md · 216 lines

How it starts

The opening of the file, as written. The whole thing — 216 lines — stays where its author put it; the contents beside it link to each section on GitHub.

RBF Portfolio Health Dashboard

Overview

Kelly Portfolio Health is a Busabase Cloud App-in-Skill. Its canonical product surface is the AirApp in Busabase, not a separate local-data product. The same Hono source supports an explicitly requested local preview with OAuth connection bootstrap. It gives a fund/credit-desk operator a read-mostly dashboard over a revenue-share / private-credit book: many small SME (small/medium enterprise) contracts, each an advance repaid as a share of the SME's future revenue up to a cap. The app aggregates the book into a top-line health summary, a repayment-progress-vs-time-elapsed view, an industry/city concentration breakdown, and a watchlist of contracts with a recent revenue decline. The only human action is lightweight: flag a contract for review, clear a flag, or leave a note — everything else is a read view.

This is deliberately generic and brand-free: no real company, fund, or SME name appears anywhere in the code, config, or seed data.

This is a direct-manipulation dashboard, not a review-then-approve queue: there is no AI-authored draft to approve and no separate execute/decisions step. Totals, repayment lag, concentration, and the watchlist are computed by a documented, deterministic function (content/kelly-portfolio-health-app/app/js/portfolio-model.js, ported from the retired content/kelly-portfolio-health-app/server/insights.ts); the human flags/clears/annotates a contract directly in the UI, writing straight onto the contract's own Busabase record — the same way kelly-llm-gateway's rollout promote/rollback/hold and kelly-lead-funnel's kanban stage moves work.

Default behavior is AirApp-first. Unless the user explicitly asks only for explanation, give the user the clickable AirApp URL. Start localhost only when local preview/debugging is explicitly requested; it uses the same Busabase resources and never offers another data provider. Use chat-only mode only when the user says "纯聊天", "chat only", "不要打开 UI", or similar.

Read the full file on GitHub · 216 lines

Files

What ships with it

56 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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.

12d ago First seen · 216 lines · 131 tokens per session scan A 232169f3a4e7

Subscribe to this mod's changes

kelly-portfolio-health is a skill published in the GitHub repository mr-kelly/skills (5 stars, last pushed yesterday), licensed MIT. It adds 131 tokens to every session and 2,573 once invoked, about $0.0007 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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