Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Investment portfolio review v1.0.0

Use this resource to analyze an investment portfolio and propose adjustments

New

  • 524 downloads
  • 182 likes
  • 167 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install investment-portfolio-review

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent reviews the portfolio's risk, diversification and fees, then proposes allocation, rebalancing and tax-loss harvesting ideas. You get a structured analysis with the usual disclaimers, to validate with a professional.

Mostly picked by

Updated November 2, 2026

Card for the “Investment portfolio review” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

Similar resources

View all

What you get

  • SKILL.md: analysis method and output format
  • SKILL.md: allocation and rebalancing recommendations and best practices

Good fit for

  • You want a second look at how your savings are diversified
  • You are preparing an annual rebalancing

Not for

    Tags

    • investing
    • portfolio
    • fees

    About

    You say

    “Analyze my portfolio: 60% global equities, 30% bonds, average fees of 1.2%.”

    Card for the “Investment portfolio review” skill

    Skill published by onewave-ai under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to analyze an investment portfolio and propose adjustments
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.4 KB

    Origin and licence

    Listed unmodified

    Author
    onewave-ai
    Source
    github.com/onewave-ai/claude-skills/tree/b2267d9171af4f56848d82992381b20b89b44056/portfolio-analyzer
    Licence
    MIT

    Notice

    « portfolio-analyzer » (onewave-ai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

    User reviews

    –

    No ratings yet

    Loading reviews…

    Delete your review?

    Your rating and comment will be removed from the page.