From portfolio-copilot
Comprehensive portfolio overview with scores and interactive dashboard
How this skill is triggered — by the user, by Claude, or both
Slash command
/portfolio-copilot:portfolio-reviewThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Comprehensive portfolio overview with scores and interactive dashboard
Comprehensive portfolio overview with scores and interactive dashboard
When the user says:
Performs comprehensive portfolio review including:
When triggered:
Locate plugin directory: Check these paths in order:
~/.claude/skills/portfolio-copilot/../../scripts (installed via symlink)plugins/portfolio-copilot/scripts (local development)Use the first path that exists. Store as $PLUGIN_DIR.
Check dependencies (silent auto-install):
python3 -c "import yfinance, pandas, numpy, sqlalchemy" 2>/dev/null || \
pip3 install yfinance pandas numpy sqlalchemy --quiet
If this fails, inform the user to install manually:
cd $PLUGIN_DIR/..
pip3 install -r requirements.txt
Score all portfolio holdings:
cd $PLUGIN_DIR
python3 portfolio_manager.py score
Generate HTML dashboard:
python3 dashboard_generator.py
Display terminal summary:
python3 portfolio_manager.py show --with-scores
Provide insights and recommendations:
🔄 Scoring 3 holdings...
Scoring AAPL... ✅ 7.3/10 (B+ Good)
Scoring MSFT... ✅ 3.9/10 (D Poor)
Scoring NVDA... ✅ 6.6/10 (B Fair)
✅ Scored 3/3 holdings
📊 Portfolio Summary
─────────────────────────────────────
Total Value: $29,707.10
Total Cost: $37,625.00
Total P&L: -21.04% (-$7,917.90)
Weighted Score: 6.1/10 (Fair)
Holdings (with scores):
┌────────┬─────────┬───────────┬──────────┬─────────┬────────┐
│ Ticker │ Shares │ Curr Price│ P&L % │ Score │ Grade │
├────────┼─────────┼───────────┼──────────┼─────────┼────────┤
│ AAPL │ 50.00 │ $275.50 │ +52.63% │ 7.3/10 │ B+ Good│
│ MSFT │ 30.00 │ $404.37 │ -3.72% │ 3.9/10 │ D Poor│
│ NVDA │ 20.00 │ $190.05 │ -76.24% │ 6.6/10 │ B Fair│
└────────┴─────────┴───────────┴──────────┴─────────┴────────┘
✅ Dashboard generated: data/portfolio-dashboard-2026-02-12.html
🌐 Opening dashboard in browser...
💡 Portfolio Analysis
**Overall Health**: Fair (6.1/10 weighted score)
**Sector Allocation**:
• Technology: 100% ⚠️ CRITICAL - Highly concentrated in single sector
• Recommendation: Consider diversifying into other sectors (Healthcare, Finance, Consumer)
**Performance Highlights**:
• Best Performer: AAPL (+52.63%, Score: 7.3/10) - Strong valuation, maintain position
• Worst Performer: NVDA (-76.24%, Score: 6.6/10) - Consider averaging down if fundamentals remain strong
**Weak Holdings Alert**:
• MSFT (Score: 3.9/10, P&L: -3.72%)
- Issue: Poor score indicates weak fundamentals
- Recommendation: Monitor closely, consider exiting if score doesn't improve
**Action Items**:
1. Diversify out of Technology sector (reduce from 100% to ~60%)
2. Monitor MSFT closely - potential exit candidate
3. Consider adding positions in:
- Healthcare sector (Johnson & Johnson, UnitedHealth)
- Financial sector (JPMorgan, Visa)
- Consumer sector (Procter & Gamble, Coca-Cola)
**Dashboard**: View detailed charts and visualizations in the browser dashboard
The HTML dashboard includes:
Portfolio Summary Card
Holdings Table
Interactive Charts
Responsive Design
score command to refreshdata/ directorycd plugins/portfolio-copilot/scripts
python3 portfolio_manager.py score
python3 portfolio_manager.py show --with-scores
python3 dashboard_generator.py [PORTFOLIO_ID]
python3 portfolio_manager.py score && \
python3 portfolio_manager.py show --with-scores && \
python3 dashboard_generator.py
npx claudepluginhub jaykim88/claude-ai-engineering --plugin portfolio-copilotReviews investment portfolio performance metrics, asset allocation, risk, and holdings; provides rebalancing recommendations, optimization actions, and standardized bullish/bearish signals.
Generates self-contained HTML dashboard from portfolio assessment Markdown files: level distributions, repo tables, shared gaps, improvement plans, and trend visualizations across multiple quarters.
Generates accurate performance reports for investment portfolios with benchmarks, attribution, risk dashboards, and GIPS summaries. Useful for return calculations, quarterly reports, and client presentations.