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From private-equity
Analyzes portfolio company performance against plan, reviewing KPIs, variances, and red flags. Provide company name or path to financial package.
How this command is triggered — by the user, by Claude, or both
Slash command
/private-equity:portfolio [company name or path to financial package]The summary Claude sees in its command listing — used to decide when to auto-load this command
Load the `portfolio-monitoring` skill and analyze a portfolio company's performance against plan — KPIs, variances, and red flags. If a company name or file is provided, use it. Otherwise ask the user for the portfolio company and financial data.
Load the portfolio-monitoring skill and analyze a portfolio company's performance against plan — KPIs, variances, and red flags.
If a company name or file is provided, use it. Otherwise ask the user for the portfolio company and financial data.
npx claudepluginhub chainstart/open-financial-agents --plugin private-equity/portfolioAnalyzes portfolio company performance against plan, reviewing KPIs, variances, and red flags. Provide company name or path to financial package.
/execution-commandsCommands for applying skills, running diagnostics, executing playbooks, and formatting output. These commands trigger the agent architecture and produce analytical results. They read from and write to the memory system.
/screen-esg-portfolioScreens portfolio holdings against ESG criteria using SASB materiality and produces an educational exposure report with detractors, improvers, and quantified screen results.
/thesisCreates or updates an investment thesis for a company ticker using the thesis-tracker skill. Prompts for ticker if none provided.
/audit-entitiesAudits a business entity by extracting its content entities, comparing against competitors, and identifying missing, wrong, or optimization opportunities.