# 安装 portfolio-monitoring

- 类型: Skill 技能
- 说明: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
- 仓库: https://github.com/anthropics/financial-services

## 方式一 · 一键代装（复制提示词让 AI 代劳）

### Claude Code
```
请帮我安装 askskill 上的 "portfolio-monitoring" 技能：
1. 下载 https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md
2. 保存为 ~/.claude/skills/portfolio-monitoring/SKILL.md
3. 装好后重载技能，告诉我可以用了
```

### Codex
```
请帮我安装 askskill 上的 "portfolio-monitoring" 技能：
1. 下载 https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md
2. 保存为 ~/.codex/skills/portfolio-monitoring/SKILL.md
3. 装好后重载技能，告诉我可以用了
```

### Cursor
```
请帮我安装 askskill 上的 "portfolio-monitoring" 技能：
1. 下载 https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md
2. 保存为 ~/.cursor/skills/portfolio-monitoring/SKILL.md
3. 装好后重载技能，告诉我可以用了
```

## 方式二 · 命令行安装（原生命令与配置）

### Claude Code
```bash
mkdir -p '~/.claude/skills/portfolio-monitoring' && curl -fsSL 'https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md' -o '~/.claude/skills/portfolio-monitoring/SKILL.md'
```

### Codex
```bash
mkdir -p '~/.codex/skills/portfolio-monitoring' && curl -fsSL 'https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md' -o '~/.codex/skills/portfolio-monitoring/SKILL.md'
```

### Cursor
```bash
mkdir -p '~/.cursor/skills/portfolio-monitoring' && curl -fsSL 'https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md' -o '~/.cursor/skills/portfolio-monitoring/SKILL.md'
```