Portfolio Company Tracker
Reviews a portfolio company's financials against budget and flags areas of concern.
by anthropics · ★ 40,739 on GitHub
What it does
You upload a company's financial package, such as an Excel file or PDF. Claude pulls out key metrics, compares them to budget and prior periods, and flags items that are off track or at risk of breaching loan covenants. You get a summary with color-coded flags and questions for management.
Who it’s for
A good fit for bookkeepers, finance teams and business owners, investors and people researching markets and people who work with spreadsheets and numbers.
Finance & Accounting Investing & Trading Data & Spreadsheets
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
Nothing specific was flagged when we reviewed this listing.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0