finance-portfolio
finance-portfolio is an Investment analysis & markets skill for AI agents, published by zubair-trabzada in the ai-finance-claude repository on GitHub. Skillspace rates finance-portfolio D (63/100) and it passed the safety scan; the rating is based on static analysis only.
Investment portfolio analyzer. Audits current allocation vs target, asset class diversification (stocks, bonds, real estate, alternatives), expense ratios, tax efficiency, rebalancing needs, factor tilts (value, momentum, quality), three-fund portfolio fit, target-date fund analysis, and Boglehead-style optimization. Produces FINANCE-PORTFOLIO.md with a portfolio score, specific rebalancing trades, and fund swap recommendations.
- Grade
- D
- Quality
- 63 / 100
- Safety
- Passed
- GitHub stars
- 41
Unproven: rated by static analysis only, not yet compared head-to-head.
Our two independent classifiers differ on this skill's category, so treat the placement as provisional.
This rating describes the version of the repository we crawled; it may have changed since, so go by its current files.
Our review
- Architecture
- 91 / 100
- Maturity
- Basic: a single SKILL.md
- Security scan
- No issues found
- License
- Not declared. Check the repository before reusing it.
- Adoption
- Adopted by 0 other repositories, in 0 collections
Not checked yet
- Not judged on the rubric yet (not a contender in its category)
- No blind task eval yet
- Scope (portable / vendor / repo-internal) not assessed; only the top of each category is read for scope
- Sibling files (scripts, references) not fetched; security scan covers SKILL.md only
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