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kelly-portfolio-health

Read-mostly dashboard for an RBF fund or private-credit book: total AUM, weighted repayment progress, concentration risk by category, and a watchlist of contracts with declining revenue.面向 RBF 基金或私募信贷组合的只读看板:总 AUM、加权回款进度、行业集中度风险,以及营收下滑合约的观察名单。

Install安装 Install kelly-portfolio-health or copy a ready prompt for your agent.安装 kelly-portfolio-health,或复制现成提示给 agent。
npx skills add mr-kelly/skills --skill kelly-portfolio-health
Claude CodeClaude Code
/plugin marketplace add mr-kelly/skills /plugin install mr-kelly-skills

When to use it什么时候用

Use it when reviewing portfolio health, flagging a contract for review, or checking industry concentration and at-risk exposure.检查投资组合健康状况、标记合约待复核,或查看行业集中度和风险敞口时使用。

Overview
OverviewTotal AUM, collected amount, weighted repayment progress, and at-risk count.
OverviewTotal AUM, collected amount, weighted repayment progress, and at-risk count.
Watchlist
WatchlistContracts with recent revenue decline that could threaten repayment.
WatchlistContracts with recent revenue decline that could threaten repayment.