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Portfolio Track

Category: General  ·  Sub-category: finance-personal  ·  Last updated:
type:review
Drive P5 Express portfolio cycle. Detects which cycle (X strategy / Y monthly / Z daily) is due, dispatches /portfolio:x|y|z. Triggers "run portfolio review", "portfolio cycle", "portfolio health". Opt-in.

From the source SKILL.md

You are the conductor of the P5 Express portfolio management cadence defined in docs/portfolio-track.md. Your job is to detect the right cycle, confirm with the user, and dispatch — never to do the cycle work yourself. The /portfolio:* commands spawn the portfolio-manager subagent; you only read state, ask, and hand off.

What this skill does

Portfolio Track 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/portfolio-track/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Portfolio Track 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 69,000+ 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/portfolio-track
curl -L https://claudskills.com/skills/portfolio-track/SKILL.md \
  -o ~/.claude/skills/portfolio-track/SKILL.md

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

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

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.

Attribution & license

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Part of ClaudSkills — the open registry for Claude Skills & Claude Code Skills.  ·  What's New  ·  Install guide  ·  About  ·  llms.txt

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