📊
DataPython

Portfolio Review

by xbtlin

Portfolio Review is a Data skill for Claude Code, published by xbtlin in ai-berkshire.

15.5K stars2.3K forkson xbtlin/ai-berkshireAdded 2026/08/14Repository updated 2026/08/14
View source on GitHubDownload repo ZIP
aiai-agentanthropicberkshire-hathawaycharlie-mungerchina-stockclaudeclaude-codefinancial-analysisfintechfundamental-analysisinvestmentinvestment-researchllmmcpportfolio-managementstock-analysisstock-marketvalue-investingwarren-buffett
Install in seconds
Install Portfolio Review
Copy Portfolio Review into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.
terminal
npx degit https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/portfolio-review ~/.claude/skills/portfolio-review

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/xbtlin/ai-berkshire.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file
codex-skills/portfolio-review/SKILL.md in xbtlin/ai-berkshire
Installs to
~/.claude/skills/portfolio-review
Collection
One of 21 skills cataloged from this repository
Category
Data — 668 skills

What Portfolio Review does

Portfolio Review parses current holdings, fetches latest market data, runs health checks, concentration and correlation analysis, stress tests, and opportunity-cost ranking, then produces rebalancing suggestions and a saved portfolio report. Use it to review or optimize positions like stocks and cash.

Portfolio Review is cataloged under Data on DirSkills. Portfolio Review comes from a repository tagged ai, ai-agent, anthropic, berkshire-hathaway and charlie-munger.

Commands Portfolio Review provides

Slash commands named in this skill’s SKILL.md, listed in the order they first appear.

  • /industry-research
  • /investment-checklist

Frequently asked about Portfolio Review

  • What else does xbtlin publish alongside Portfolio Review?

    Portfolio Review is one of 21 skills that DirSkills catalogs from xbtlin/ai-berkshire, the repository it ships in. Its siblings there include Bottleneck Hunter, Buffett Value Investing Checklist and Deep Company Series. Each one is a separate skill with its own page in this directory, installs the same way Portfolio Review does, and is maintained by xbtlin in that same repository. The rest of the collection is listed on the xbtlin/ai-berkshire page.

  • How does Portfolio Review compare to other Data skills?

    Portfolio Review ranks #110 by stars among the 668 Data skills in this catalog. The most-starred ones next to it are Benchmark Methodology, Jupyter Notebook and Solana. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Portfolio Review against them. Open each page to compare what they document and how they install.

More from xbtlin/ai-berkshire

Portfolio Review is one of 21 skills cataloged on DirSkills from xbtlin/ai-berkshire.

See all 21 skills →
🔍
2w ago

Bottleneck Hunter

Bottleneck Hunter scans global supply chains to identify physical bottlenecks and arbitrage opportunities in supertrends. Use it to find second- and third-layer suppliers that become critical when AI infrastructure and other capex trends expand.
Data
15.5K2.3K
📊
2w ago

Buffett Value Investing Checklist

Buffett Value Investing Checklist runs a six-gate pre-purchase analysis of any company, scoring business understandability, economics, moat, management, margin of safety, and decision discipline. Use it to produce a structured value-investing report with explicit pass/fail conclusions.
Data
15.5K2.3K
📚
2w ago

Deep Company Series

Deep Company Series plans and drafts a 3-to-8-part long-form research series that breaks down one company with strict financial fact-checking and a valuation, management, and price-decision framework. Use it for public article series rather than single reports, with each piece independently readable but linked by one investment thesis.
Writing
15.5K2.3K
💬
2w ago

Duan Yongping Q&A

Duan Yongping Q&A answers questions in the voice and mindset of Duan Yongping, using his value-investing and business principles. Use it when you want investment, business, or life advice grounded in his philosophy of simplicity, moats, and doing the right thing.
AI Engineering
15.5K2.3K
📊
2w ago

Earnings Review

Earnings Review reads original earnings reports, call transcripts, and footnotes to extract core financial data, analyze management tone, and surface hidden risks. Use it when evaluating a company's latest quarterly or annual results.
Data
15.5K2.3K
📊
2w ago

Earnings Team

Earnings Team runs four parallel AI agents to deeply read a company's earnings report from business, financial, competitive, and risk perspectives, then writes a research report and a publishable WeChat article. Use it for fundamental analysis and investment research.
AI Engineering
15.5K2.3K

More Data skills

Portfolio Review is one of 668 Data skills cataloged on DirSkills, ranked #110 by stars among them.

Browse all Data skills →
📊
3w ago

Benchmark Methodology

Benchmark Methodology scores competitors across nine weighted dimensions using explicit 1–5 rubrics and a tension plot. Use it after competitive-platform-analysis to produce comparable, evidence-anchored profile cards for a competitive report.
Data
239.8K36.4K
📓
3w ago

Jupyter Notebook

Jupyter Notebook provides a stateful Python REPL via a live Jupyter kernel (hamelnb) so variables persist across executions. Use it for iterative data exploration, API inspection, and complex code development.
Data
229.7K45.3K
🪙
3w ago

Solana

Solana queries wallets, token holdings, transactions, NFTs, whale transfers, and network stats on the Solana blockchain with USD pricing via CoinGecko. Use it when you need to inspect an address, verify a transaction, check token metadata or prices, or monitor network health.
Data
229.7K45.3K