Claude Skills · Data & Analytics

Kelly Portfolio Health

mr-kelly/skills

Busabase-backed App-in-Skill dashboard for a revenue-based-financing (RBF) fund or private-credit book of many small SME contracts. Use when the user invokes $kelly-portfolio-health or /kelly-portfolio-health, wants to check portfolio health, AUM, repayment progress, concentration risk, or a watchlist of contracts with declining revenue. Human actions (flag a contract for review, clear a flag, leave a note) write directly onto the contract's own Busabase record — this skill never moves money or changes contract terms. Generic and brand-free — not tied to any specific company or fund.

★ 4 Synced 1 day ago View SKILL.md

At a glance

Data & Analytics Plugin install Node.js Actively maintained

This skill is for Data & Analytics and helps you monitor portfolio health metrics, track aum and repayment progress, and analyze concentration risk.

Install /plugin marketplace add mr-kelly/skills /plugin install kelly-portfolio-health
Can use Not declared by the author

Setup, runtime and requirements describe mr-kelly/skills, the repo this skill ships in.

RbfPrivate CreditSmeBusabasePortfolio Monitoringfinancial-analytics

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