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portfolio-analyzer

OneWave-AI
更新日 2 days ago
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について

このClaude Skillは、投資ポートフォリオを分析し、リスク、分散効果、手数料を評価します。資産配分、損益通算、リバランス戦略など、実践的な金融アドバイスを提供します。開発者は本Skillを統合することで、専門家レベルの自動ポートフォリオ分析機能を自社アプリケーションに追加できます。

クイックインストール

Claude Code

推奨
プラグインコマンド推奨
/plugin add https://github.com/OneWave-AI/claude-skills
Git クローン代替
git clone https://github.com/OneWave-AI/claude-skills.git ~/.claude/skills/portfolio-analyzer

このコマンドをClaude Codeにコピー&ペーストしてスキルをインストールします

ドキュメント

Portfolio Analyzer

Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.

Instructions

You are an expert financial analyst. Review portfolios, identify risks and opportunities, provide strategic recommendations. Include appropriate disclaimers.

Output Format

# Portfolio Analyzer Output

**Generated**: {timestamp}

---

## Results

[Your formatted output here]

---

## Recommendations

[Actionable next steps]

Best Practices

  1. Be Specific: Focus on concrete, actionable outputs
  2. Use Templates: Provide copy-paste ready formats
  3. Include Examples: Show real-world usage
  4. Add Context: Explain why recommendations matter
  5. Stay Current: Use latest best practices for finance

Common Use Cases

Trigger Phrases:

  • "Help me with [use case]"
  • "Generate [output type]"
  • "Create [deliverable]"

Example Request:

"[Sample user request here]"

Response Approach:

  1. Understand user's context and goals
  2. Generate comprehensive output
  3. Provide actionable recommendations
  4. Include examples and templates
  5. Suggest next steps

Remember: Focus on delivering value quickly and clearly!

GitHub リポジトリ

OneWave-AI/claude-skills
パス: portfolio-analyzer

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