Individual skill

portfolio-monitoring

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".

plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md

Source commit 60565064557ca77b12f62aa7877f365d111c129d

What was checked

Matches the observed repository HEAD

Yes

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Yes

Repository scan complete

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Skill scan complete

Yes

Observed behavior

Instructions only

Last checked

Nov 9, 2026

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