FreeSkills
Analyse your ClickHouse data in conversation
- 477477 downloads
- 180180 likes
- 112112 saves
Works with
- Claude Code
- Codex
- Cursor
- and 3 more
Portfolio company performance tracking v1.0.0
Use this resource to track a portfolio company's performance against plan and check covenants
New
- 584 downloads
- 144 likes
- 200 saves
Free
Install with the CLI
In a terminal, from the folder you want:
npx --yes palatekit@latest install portfolio-company-performance-trackerWith 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 loginThe agent extracts the figures from the pack, computes the metrics and their budget variances, flags drifts and reviews the trend. You get a performance summary and alerts to raise with the board.
Mostly picked by
Updated November 2, 2026
Previews
Details
- Install guides
- Generates with
- Your agent's model
- Licence
- Apache-2.0
Similar resources
View all- Free
FreeSkills
Google Workspace CLI admin
- 465465 downloads
- 222222 likes
- 193193 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
FreeSkills
Project management agent
- 519519 downloads
- 155155 likes
- 220220 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
FreeSkills
Financial analyst agent
- 399399 downloads
- 103103 likes
- 176176 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
FreeSkills
Quality and regulatory agent
- 347347 downloads
- 222222 likes
- 109109 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
FreeSkills
Persistent task tracking and day planning
- 384384 downloads
- 224224 likes
- 134134 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
FreeSkills
OKR design that drives decisions
- 454454 downloads
- 101101 likes
- 165165 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
FreeSkills
Customer health scoring model
- 361361 downloads
- 169169 likes
- 174174 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
What you get
- SKILL.md: figure extraction and budget variance calculation
- SKILL.md: alert flagging and trend analysis
Good fit for
- Preparing board papers for a supervisory board
- Checking leverage covenant compliance every quarter
Not for
Tags
- portfolio
- budget
- covenants
- dashboard
About
You say
“Analyse September's pack for our industrial company: budget variances, net leverage and covenant compliance.”
Skill published by anthropics under the Apache-2.0 license, delivered in its original version.
Show moreShow less
How to use it
- Install the skill in your agent's skills folder
- Ask your agent to track a portfolio company's performance against plan and check covenants
- Review and adjust the result
Content preview
Files
- LICENSE11.3 KB
- NOTICE-PALATEKIT.md0.5 KB
- SKILL.md2.3 KB
Origin and licence
Listed unmodified
- Author
- anthropics
- Source
- github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring
- Licence
- Apache-2.0
Notice
« portfolio-monitoring » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.
User reviews
–
No ratings yet
Loading reviews…