Portfolio Performance Reporter
Takes a spreadsheet or table of investment holdings (ticker, quantity, cost basis, current price) and generates a full performance report: total return, position-level gain/loss, allocation breakdown by sector and asset class, and concentration risk flags.
Takes a spreadsheet or table of investment holdings (ticker, quantity, cost basis, current price) and generates a full performance report: total return, position-level gain/loss, allocation breakdown by sector and asset class, and concentration risk flags.
Upload or paste a holdings table in any reasonable format. The skill will normalize the data, run the calculations, and produce a clean report.
Example prompts:
“Here’s my portfolio CSV — how am I doing overall?”
“Show me my sector allocation and flag any concentration risks.”
“Which positions are my best and worst performers?”
Output: Holdings table with returns, allocation breakdown, top/bottom performers, and risk flags.
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