ClaudSkills / General / finance-personal

Carta Portfolio Analytics Routing

Q: What is a Claude Code skill and how does the Carta Portfolio Analytics Routing skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Carta Portfolio Analytics Routing is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: General · Sub-category: finance-personal · Last updated: 2026-08-03

Routes to Schedule of Investments, Co-Investor Lookup, or Performance Benchmarks. Trigger on any of: "SOI", "schedule of investments", "fund holdings", "what is the fund invested in", "portfolio breakdown", "co-investor", "coinvestor", "who co-invested", "who else invested", "co-investors by stage", "performance benchmark", "peer comparison", "fund percentile", "IRR vs peers", "TVPI benchmark", "how does my fund stack up", /carta-portfolio-analytics-routing. NOT FOR: portfolio valuations/marks, LP documents, K-1, SPA audit, Form ADV, cap table, 409A, comparable company selection, loan dashboard.

Security AStatic scan found no risk patternsHow grading works ›

About this skill (catalog notes)

Carta Portfolio Analytics Routing includes pricing or quota commentary; at least one code block. At roughly 3,798 words the SKILL.md is on the longer end of the catalog distribution.

License: Apache-2.0
Original author: carta
Indexed lastmod: 2026-08-03
Catalog position: General · finance-personal
Indexed related skills: 10

How Carta Portfolio Analytics Routing fits the catalog

Carta Portfolio Analytics Routing sits in the General category under the finance-personal sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

Is Carta Portfolio Analytics Routing safe to install?

A free static scan against the OWASP Agentic Skills Top 10 found no risk patterns in Carta Portfolio Analytics Routing’s SKILL.md — no data-exfiltration, prompt-injection, or unexpected-execution signatures. The full security scan is below.

Installing & verifying

Installing Carta Portfolio Analytics Routing writes its SKILL.md to ~/.claude/skills/carta-portfolio-analytics-routing/SKILL.md; Claude Code discovers it automatically on the next session — no restart flag needed. It declares no allowed-tools restriction, so it inherits your session’s existing tool access rather than narrowing it. To confirm it loaded, ask Claude to list its available skills — carta-portfolio-analytics-routing should appear by name.

What Carta Portfolio Analytics Routing needs to run

External services: The SKILL.md references pricing, quota, or rate limits — it likely calls a paid or rate-limited API. Check the source before wiring it into unattended automation.
Worked code: 1 copy-paste code block in the body.
Depth: ~3,798 words, substantial — top of the catalog distribution.

When to reach for it

There are 10 related skills in General — a two-minute scan of the alternatives usually confirms whether Carta Portfolio Analytics Routing is the right pick.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

<IMPORTANT> _instrumentation_v2 is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: _instrumentation_v2: {"skills": ["<plugin>:<skill>", ...], "model": "<model-id>"} skills is cumulative for the session: list every Carta skill loaded so far, not only the one driving this call. Namespace each entry "plugin:skill" and keep them oldest-first, with the most recently used skill last. List only Carta skills (carta-cap-table:,…

What this skill does

Carta Portfolio Analytics Routing is a community-contributed Claude Code skill in the finance-personal sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/carta-portfolio-analytics-routing/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Carta Portfolio Analytics Routing Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 178,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/carta-portfolio-analytics-routing
curl -L https://claudskills.com/skills/carta-portfolio-analytics-routing/SKILL.md \
  -o ~/.claude/skills/carta-portfolio-analytics-routing/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/carta-portfolio-analytics-routing/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/carta-portfolio-analytics-routing/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\carta-portfolio-analytics-routing\SKILL.md on Windows. See the full install guide for step-by-step instructions.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Carta Portfolio Analytics Routing Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/carta-portfolio-analytics-routing/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Carta Portfolio Analytics Routing skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Carta Portfolio Analytics Routing skill?

Use Carta Portfolio Analytics Routing when your Claude Code task falls under the General category — specifically in the finance personal area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Carta Portfolio Analytics Routing" or describe the task and let Claude pick). Browse related skills at /category/general/.

What is a Claude Code skill and how does the Carta Portfolio Analytics Routing skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Carta Portfolio Analytics Routing is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Source: https://github.com/carta/plugins/blob/HEAD/plugins/carta-investors/skills/carta-portfolio-analytics-routing/SKILL.md
License: Apache-2.0
Author: carta

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

carta. (2026). Carta Portfolio Analytics Routing [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/carta-portfolio-analytics-routing/

BibTeX

@misc{carta-portfolio-analytics-routing-2026,
  author    = {carta},
  title     = {Carta Portfolio Analytics Routing [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/carta-portfolio-analytics-routing/}
}

Embed this skill

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Badge

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Security scan

Grade A · scanned 2026-08-08 — free static scan against the OWASP Agentic Skills Top 10.

No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›

✓ Prompt injection
✓ Data exfiltration
✓ Supply chain
✓ Reverse shell
✓ Credentials
✓ Execution
✓ Filesystem
✓ Persistence
✓ Obfuscation
✓ Network

Show this grade on your repo (click to copy):

[![Security: A](https://img.shields.io/badge/Security-A-2e7d32)](https://claudskills.com/skills/carta-portfolio-analytics-routing/#security)

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