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fsi-pe-portfolio-monitoring

100 / 100 · Low risk

Fine to try.

By d-wwei/openclaw-financial-services (GitHub) · research · 17 stars · scanned at commit 377ef57

Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".

Works with any agent that supports SKILL.md skills.

What this skill can do

We found nothing in the files we read that matches our rules. That does not prove the skill is safe: see the limits of static scanning.

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'fsi-pe-portfolio-monitoring' ] || [ -L ~/.agents/skills/'fsi-pe-portfolio-monitoring' ]; then echo 'A skill folder named fsi-pe-portfolio-monitoring already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/d-wwei/openclaw-financial-services' "$d" && git -C "$d" checkout --quiet '377ef57edf89277df06a2ff67dce09b40330423b' -- 'skills/fsi-pe-portfolio-monitoring' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills/fsi-pe-portfolio-monitoring' ~/.agents/skills/'fsi-pe-portfolio-monitoring' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'fsi-pe-portfolio-monitoring' ~/.claude/skills/'fsi-pe-portfolio-monitoring' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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