Investment Portfolio Review skill for Claude

Investment Portfolio Review as a Claude skill. Claude asks for Total Portfolio Value (approximate), Current Allocation, Investment Timeline and 4 more, then…

Install it once and Claude runs it for you. When your request matches, Claude loads the skill, asks for anything it is missing, and works through the template itself. Prefer to fill it in by hand? See the full prompt template.

Download the skill (.zip) · View SKILL.md

When Claude uses it

Use when the user wants help with Investment Portfolio Review. Related topics: finance, investing, investment.

What Claude will ask you for

• Total Portfolio Value (approximate) (free text, e.g. "")
• Current Allocation (longer free text)
• Investment Timeline (choose one: Less than 1 year, 1-3 years, 3-5 years, 5-10 years, 10+ years)
• Risk Tolerance (choose one: Conservative, Moderate, Aggressive, Very aggressive)
• Primary Investment Goal (free text, e.g. "dropdown: Capital preservation")
• Annual contribution amount (free text, e.g. "")
• Input 7 (choose any: Diversification assessment, Rebalancing suggestions, Risk-adjusted return analysis, Fee optimisation, Tax efficiency tips, Alternative asset suggestions, Emergency fund check)

How to install

Claude.ai and the Claude desktop app

1. Download the skill .zip.
2. Open Settings, then Capabilities, and find Skills.
3. Choose Upload skill and select the .zip.
4. Ask Claude for help with the task. It loads the skill when your request matches.

Claude Code

1. Download the skill .zip.
2. Unzip it into ~/.claude/skills/ (or .claude/skills/ inside a project).
3. Start a new session. Claude Code loads the skill when your request matches.