Agent skill · business finance · onewave-ai
portfolio-analyzer
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
Why this skill is useful
Provides domain-specific knowledge on portfolio analysis techniques and strategic recommendations that the AI wouldn't reliably generate on its own.
What it needs
About 1k tokens when loaded. Last updated 2026-07-15. 242 stars on the source repository.
What this skill does
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 Best Practices 1. Be Specific: Focus on concrete, actionable outputs 2. Use Templates: Provide copy-paste ready formats 3. Include Examples: Show real-world usage 4. Add Context: Explain why recommendations matter 5. Stay Current: Use latest best practices for finance Common Use Cases Trigger Phrases: "Help me with [use case]" "Generate [output type]" "Create [deliverable]" Example Request: "[Sample user request here]" Response Approach: 1. Understand user's context and goals 2. Generate comprehensive output 3. Provide actionable recommendations 4. Include examples and templates 5. Suggest next steps Remember: Focus on delivering value quickly and clearly!
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills onewave-ai/portfolio-analyzer