portfolio-analyzer

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

Third-Party Agent Skill: Review the code before installing. Agent skills execute in your AI assistant's environment and can access your files. Learn more about security

Installation for Agentic Skill

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Claude Code (CLI) Fast

skilz install OneWave-AI/claude-skills/portfolio-analyzer

OpenCode (CLI) Fast

skilz install OneWave-AI/claude-skills/portfolio-analyzer --agent opencode

OpenAI Codex (CLI) Native

skilz install OneWave-AI/claude-skills/portfolio-analyzer --agent codex

Gemini CLI (Project) Project

skilz install OneWave-AI/claude-skills/portfolio-analyzer --agent gemini

First time? Install Skilz: pip install skilz

Works with 22+ AI coding assistants

Cursor, Aider, Copilot, Windsurf, Qwen, Kimi, and more...

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For Claude Desktop Easy

Download Agent Skill ZIP

Extract and copy to ~/.claude/skills/ then restart Claude Desktop

Manual Installation

1. Clone the repository:

git clone https://github.com/OneWave-AI/claude-skills

2. Copy the agent skill directory:

cp -r claude-skills/portfolio-analyzer ~/.claude/skills/

View on GitHub

Need detailed installation help? Check our platform-specific guides:

Claude Desktop Guide Claude Code Guide Troubleshooting

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Agentic Skill Details

Owner: OneWave-AI (GitHub)
Repository: claude-skills
Type: Non-Technical
Meta-Domain: general
Primary Domain: general
Sub-Domain: api patterns skill
Market Score: 13

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