/portfolio
Review portfolio company performance
> /plugin marketplace add anthropics/financial-servicesHow it fires
How this command gets triggered: by you, by Claude, or both.
- Fires itselfClaude auto-loads it when your prompt matches the work.
- You can call itInvoke it directly when you want it.
- Slash command
/portfolio
Context preview
What this command does when you run it.
Review portfolio company performance
Command definition
portfolio.mddescription: Review portfolio company performance argument-hint: "[company name or path to financial package]"
Load the `portfolio-monitoring` skill and analyze a portfolio company's performance against plan — KPIs, variances, and red flags.
If a company name or file is provided, use it. Otherwise ask the user for the portfolio company and financial data.
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Other commands on financial-services.
- /access-policies
Build the access_policies value — the granular, IAM-shaped way to allow or deny add-in features
Open command - /bootstrap
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Open command - /consent
Azure admin consent URLs — one-time tenant approval for Entra SSO and Outlook Graph access
Open command - /debug
Diagnose deployment issues (stale config, connect failures, missing add-in)
Open command - /entra-app
Several manifest configurations require an Entra (Azure AD) app registration in **your** tenant rather than Anthropic's default multi-tenant app — because the token's `aud` must match a resource you control, or because your tenant is in a sovereign cloud where Anthropic's app
Open command - /export-data
Export a copy of a user's add-in chat history, skills, MCP registrations, and settings before a machine is rebuilt
Open command