Portfolio Monitoring
- 1 installs
- 34k repo stars
- Updated August 4, 2026
- anthropics/financial-services
Portfolio-monitoring is a Claude skill that ingests portfolio company financial packages, extracts KPIs, and flags variances to budget for board and covenant review.
About
Portfolio-monitoring ingests a portfolio company's periodic financial package and extracts KPIs like revenue, EBITDA, cash and leverage. It compares actuals to budget and prior period, then flags variances on a Green/Yellow/Red scale. A developer or analyst uses it when reviewing portfolio company financials, preparing board materials, or checking covenant compliance.
- Ingests monthly/quarterly financial packages (Excel, PDF, CSV) and extracts KPIs
- Flags variances to budget with Green/Yellow/Red thresholds
- Produces board-ready summaries and covenant-compliance status
Portfolio Monitoring by the numbers
- 1 all-time installs (skills.sh)
- Ranked #909 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
portfolio-monitoring capabilities & compatibility
- Capabilities
- returns analysis · sector overview · tear sheet · roll forward
- Use cases
- data analysis
What portfolio-monitoring says it does
Track and analyze portfolio company performance against plan.
**Green**: Within 5% of plan
Output should be board-ready — concise, factual, no fluff
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| Installs | 1 |
|---|---|
| repo stars | ★ 34k |
| Last updated | August 4, 2026 |
| Repository | anthropics/financial-services ↗ |
What it does
Track portfolio company performance against budget from monthly/quarterly financial packages and flag variances.
Who is it for?
Reviewing portfolio company financials and preparing board or covenant-compliance materials
Skip if: Trading or executing transactions
When should I use this skill?
Reviewing a portfolio company's monthly/quarterly financials or running a covenant check
What you get
A concise, board-ready summary with a KPI table, red/yellow flags, and covenant status
- executive summary
- KPI table (actual vs budget vs prior)
- red/yellow flags
By the numbers
- 4-step workflow (ingest, KPI extraction, flag, trend analysis)
- 3-tier Green/Yellow/Red flagging
Files
Portfolio Monitoring
Workflow
Step 1: Ingest Financial Package
- Accept the user's portfolio company financial package (Excel workbook, PDF, or CSV)
- Extract key financials: Revenue, EBITDA, cash balance, debt outstanding, capex, working capital
- Identify the reporting period and compare to prior period and budget/plan
Step 2: KPI Extraction & Variance Analysis
Key metrics to track (adapt to the company's sector):
Financial KPIs:
- Revenue vs. budget ($ and %)
- EBITDA and EBITDA margin vs. budget
- Cash balance and net debt
- Leverage ratio (Net Debt / LTM EBITDA)
- Interest coverage ratio
- Capex vs. budget
- Free cash flow
Operational KPIs (ask user or infer from data):
- Customer count / revenue per customer
- Employee headcount / revenue per employee
- Backlog / pipeline
- Churn / retention rates
Step 3: Flag & Summarize
- Green: Within 5% of plan
- Yellow: 5-15% below plan — flag for discussion
- Red: >15% below plan or covenant breach risk — immediate attention
Output a concise summary: 1. One-paragraph executive summary ("Company X is tracking [ahead/behind/on] plan...") 2. KPI table with actual vs. budget vs. prior period 3. Red/yellow flags with context 4. Covenant compliance status (if applicable) 5. Questions for management
Step 4: Trend Analysis
If multiple periods are provided:
- Chart key metrics over time (revenue, EBITDA, cash)
- Identify trends — accelerating, decelerating, or stable
- Compare vs. underwriting case
Important Notes
- Always ask for the budget/plan to compare against if not provided
- Don't assume sector-specific KPIs — ask what matters for this company
- If covenant levels aren't known, ask the user for the credit agreement terms
- Output should be board-ready — concise, factual, no fluff
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What file formats can it ingest?
Excel workbooks, PDFs, or CSVs of a portfolio company's financial package.
How does it flag performance?
Green within 5% of plan, Yellow 5-15% below plan, Red over 15% below plan or covenant breach risk.