Agent skill · business finance · borghei
business-investment-advisor
This skill should be used when the user asks to "screen investments", "analyze a portfolio", "evaluate investment opportunities", "run due diligence", "assess investment risk", "calculate ROI", or "diversify portfolio holdings".
Why this skill is useful
Adds 3 executable scripts for investment screening, portfolio analysis, and due diligence that provide structured outputs not available in public resources.
What it needs
Requires python installed locally. About 3k tokens when loaded. Last updated 2026-07-21. 462 stars on the source repository.
What this skill does
Business Investment Advisor Skill Overview Production-ready investment analysis toolkit for screening opportunities, analyzing portfolio composition, and generating due diligence checklists. Designed for business owners, angel investors, and corporate development teams evaluating investments from $50K to $50M. Clarify First Before the analysis, confirm these inputs. If any is unknown or vague, ASK — do not assume: [ ] Which task — screen opportunities, analyze a portfolio, or generate a DD checklist (selects the script and the required input JSON) [ ] Screening thresholds — minimum ROI, maximum payback, and acceptable risk level (drives which opportunities pass and how they rank) [ ] Target profile for DD — investment type, stage, and check size (drives which items and weights the due-diligence checklist generates) [ ] Risk tolerance / concentration limits — max exposure per holding or sector (drives portfolio rebalancing recommendations) Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact. Quick Start Tools Overview Tool Purpose Input Output ------ --------- ------- -------- investmentscreener.py Filter & rank investments JSON with opportunity data Ranked opportunities + scores portfolioanalyzer.py Portfolio risk & diversification JSON with holdings Risk report + recommendations duediligencechecklist.py DD checklist generation Investment parameters Structured checklist + scoring Workflows Workflow 1: Opportunity Evaluation Pipeline 1. Compile investment opportunities into JSON format (see Common Patterns) 2. Run investmentscreener.py with your criteria filters 3. Review ranked results focusing on composite score 4. For top candidates, run duediligencechecklist.py to generate investigation plan 5. After DD completion, update portfolio model and run portfolioanalyzer.py Workflow 2: Portfolio Health Check 1. Export current holdings to JSON format 2. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills borghei/business-investment-advisor