Individual skill
portfolio-monitoring
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).
skills/portfolio-monitoring/SKILL.md
Source commit 1b98fc453d2d2c5b3cea763fb2992c3b7d772232
What was checked
- Matches the observed repository HEAD
- Yes
- Scanner rules are current
- No
- Repository scan complete
- No
- Skill scan complete
- No
- Observed behavior
- Not checked yet
- Last checked
- Nov 6, 2026
These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.
Install this skill
Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.
An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.
Repository context
- Repository stars (not skill ratings)
- 61
- Repository last updated
- Nov 9, 2026
- License
- MIT
Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.
- agent-skills Repository topic
- ai-agents Repository topic
- claude-code Repository topic
- codex Repository topic
- cursor Repository topic
- data-extraction Repository topic
- grok Repository topic
- mcp Repository topic
- mcp-server Repository topic
- nimble Repository topic
- sales Derived category
- data Derived category
Files and excerpt
File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.
Read excerpt
# Portfolio monitoring
Lists material events at a holding since a date: exec changes, litigation, rating actions, guidance and defaults, with why each one matters.
User request: $ARGUMENTS
## What the user gets
Only material events after the since date, each dated and cited, with why it matters. If nothing material happened, an empty list and the sources it checked.
## Agent template
This skill runs the Nimble gallery template `portfolio-monitoring`. The agent's instructions, sources and output schema live in the template. Do not rewrite them in the run.
