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Cross-portfolio performance analytics, strategic allocation optimization, and risk correlation analysis. Use for quarterly portfolio reviews, LP reporting, fund performance analysis, strategic allocation decisions, and impact measurement across investments. Generates interactive dashboards, performance attribution analysis, and strategic recommendations for portfolio construction and rebalancing.

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

SKILL.md

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