portfolio-monitoring
De la autor
Lists material events at a holding since a date: exec changes, litigation, rating actions, guidance and defaults, with why each one matters, using the Nimble `portfolio-monitoring` agent template on live web data. Use when the user says "what happened at [holding]", "monitor my portfolio", "material events", "check my holdings since", "portfolio news", or arrives from a Nimble use-case page. Interviews the user for the inputs, shows quick search results first, then runs the template at medium and high effort and shows each result as it arrives. Do NOT use for sales accounts (use account-signals) or a full credit view (use credit-risk).
Instalare
npx skills add Nimbleway/agent-skills --skill portfolio-monitoring -a claude-code
Se instalează în .claude/skills/portfolio-monitoring/ · Fiecare comandă descarcă skill-ul direct de pe GitHub cu utilitarul open source skills.
Identic octet cu octet cu commit-ul scanat, cu licența depozitului și un fișier SOURCE.txt.
Vrei ca agentul să-ți propună skill-uri în timp ce scrii? Vezi cum folosești skill-urile din IDE.
Verificări de siguranță pe SKILL.md
Niciun avertisment.
De ce 82
aiqbench calculează scorul de încredere din semnale publice. Nu este un audit de securitate, așa că citește un skill înainte să-l instalezi.
Skill-uri similare
Cele mai apropiate de acesta prin ce fac și când sunt folosite.
- account-signalsNimbleway/agent-skillsLists what changed at an account since a date: funding, exec moves, launches, pricing changes and hiring pushes, each dated and cited, using the Nimble `account-signals` agent template on live web data. Use when the user says "what changed at", "buying signals", "track my accounts", "any news on my accounts since", "trigger events", "signals for", or arrives from a Nimble use-case page. Interviews the user for the inputs, shows quick search results first, then runs the template at medium and high effort and shows each result as it arrives. Do NOT use for a full company brief (use account-brief) or for investment holdings (use portfolio-monitoring).Finanțe★ 61
- account-briefNimbleway/agent-skillsWrites a dated, sourced brief on one company before a sales meeting: what they do, priorities, challenges, changes in the last 90 days, key people and talking points, using the Nimble `account-brief` agent template on live web data. Use when the user says "prep me for a meeting with", "account research on", "brief me on [company] before my call", "account brief", "what should I know before meeting", or arrives from a Nimble use-case page. Interviews the user for the inputs, shows quick search results first, then runs the template at medium and high effort and shows each result as it arrives. Do NOT use for researching the people attending (use meeting-prep), for an investment memo (use due-diligence), or for a list of changes since a date (use account-signals).Știință★ 61
- credit-riskNimbleway/agent-skillsBuilds a dated, sourced credit picture of a company: financials, ratings, debt events, payment behaviour, distress signals and ownership, with a risk call and its reasons, using the Nimble `credit-risk` agent template on live web data. Use when the user says "credit risk of", "counterparty check", "can they pay", "is this supplier at risk", "credit picture for", "distress signals", or arrives from a Nimble use-case page. Interviews the user for the inputs, shows quick search results first, then runs the template at medium and high effort and shows each result as it arrives. Do NOT use for a compliance screen (use kyc-screening) or an investment memo (use due-diligence).Finanțe★ 61
- due-diligenceNimbleway/agent-skillsWrites a first-pass due diligence memo on a private company: business, traction, team, funding, financial signals, legal issues, reputation and red flags, every claim dated and cited, using the Nimble `due-diligence` agent template on live web data. Use when the user says "due diligence on", "DD memo", "investment memo on", "diligence this company", "red flags for", "should we invest in", or arrives from a Nimble use-case page. Interviews the user for the inputs, shows quick search results first, then runs the template at medium and high effort and shows each result as it arrives. Do NOT use for a sales meeting brief (use account-brief) or a credit view (use credit-risk).Finanțe★ 61
- deal-sourcingNimbleway/agent-skillsBuilds a list of private companies that fit an investment thesis (sector, geography, size, ownership), with evidence for each criterion, using the Nimble `deal-sourcing` agent template on live web data. Use when the user says "find acquisition targets", "deal sourcing", "map the market for", "founder-owned companies in", "off-market targets", "companies that fit our thesis", or arrives from a Nimble use-case page. Interviews the user for the inputs, shows quick search results first, then runs the template at medium and high effort and shows each result as it arrives. Do NOT use for sales prospect lists (use account-discovery) or to research one company (use due-diligence).Știință★ 61
- account-enrichmentNimbleway/agent-skillsFills a CRM record for a company from its domain: firmographics, current leadership, tech stack and funding, every field cited or left empty, using the Nimble `account-enrichment` agent template on live web data. Use when the user says "enrich these domains", "fill my CRM", "firmographics for", "enrich this account list", "what tech stack does", "company data for", or arrives from a Nimble use-case page. Interviews the user for the inputs, shows quick search results first, then runs the template at medium and high effort and shows each result as it arrives. Do NOT use to find who holds a specific role (use decision-maker-identification) or for a meeting brief (use account-brief).Planificare★ 61
Note și recenzii
—
nicio recenzie
Ai încercat acest skill? Notează-l ca să-i ajuți pe alții. Autentifică-te
Discuție
Intră în discuție. Autentifică-te