Investment Portfolio Review | Agent Skills Atlas

About this skill

投资组合复盘 — 盘点所有投资项目,评估浮盈/浮亏,更新账面价值。适用情形:月度投资盘点时执行,从 [INVEST]/[MARKET]/[ERP] 获取数据, 更新各投资项目估值,识别须关注的项目,输出投资组合健康度报告。核心:投资项目盘点 + 市值更新 + 浮盈/浮亏分析 + 风险识别。

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Automated security scan: Partial

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0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: 78405fbfd4b158056ddd7a0ce43e84a404b30e8feb573c348471d140b6ae2ecb

Original listing metadata

investment-portfolio-review

投资组合复盘 — 盘点所有投资项目，评估浮盈/浮亏，更新账面价值。适用情形：月度投资盘点时执行，从 [INVEST]/[MARKET]/[ERP] 获取数据，更新各投资项目估值，识别须关注的项目，输出投资组合健康度报告。核心：投资项目盘点 + 市值更新 + 浮盈/浮亏分析 + 风险识别。

Category: General
Reported license: MIT
Listing language (estimated): Chinese
Review status: Not individually reviewed
Agent compatibility: Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.