Investment Screening Assistant
Screens investment opportunities and checks a portfolio's balance against your risk limits.
by borghei · ★ 976 on GitHub
What it does
Give Claude details on investment opportunities or your current portfolio, along with your return and risk thresholds. Claude screens and ranks opportunities, checks how concentrated your holdings are, and can build a due-diligence checklist for a specific deal. You get a shortlist, a portfolio health check, or a checklist to work through.
Who it’s for
A good fit for investors and people researching markets, bookkeepers, finance teams and business owners and small business owners and startup founders.
Investing & Trading Finance & Accounting Small Business & Startups
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Includes 3 script files that can run on your computer; Gives investment information only, not professional financial advice.
Script files included: 3
As with any add-on, only install skills from sources you trust, and read what it does first.
License
MIT