Claude Skills · Data & Analytics
Kelly Portfolio Health
mr-kelly/skillsBusabase-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.
At a glance
This skill is for Data & Analytics and helps you monitor portfolio health metrics, track aum and repayment progress, and analyze concentration risk.
/plugin marketplace add mr-kelly/skills
/plugin install kelly-portfolio-health
Setup, runtime and requirements describe mr-kelly/skills, the repo this skill ships in.
RbfPrivate CreditSmeBusabasePortfolio Monitoringfinancial-analytics
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