bankbridge-money

Portfolio Health — Development skill for Claude Code

Development community

Portfolio health check — total value, gain/loss, concentration, and any single position 20% of portfolio.

How to install Portfolio Health

Installs to ~/.claude/skills/bankbridge-money-bankbridge-plugin-portfolio-health/SKILL.md

Terminal

mkdir -p ~/.claude/skills/bankbridge-money-bankbridge-plugin-portfolio-health && curl -fsSL https://raw.githubusercontent.com/bankbridge-money/bankbridge-plugin/HEAD/commands/portfolio-health.md -o ~/.claude/skills/bankbridge-money-bankbridge-plugin-portfolio-health/SKILL.md

Restart Claude Code, or start a new session, for it to be picked up.

What Portfolio Health does

description: Portfolio health check — total value, gain/loss, concentration, and any single position > 20% of portfolio.

You have access to BankBridge MCP tools. The user wants to know if their portfolio is concentrated or diversified.

Steps:

Call list_holdings. If the result is empty or warnings say no investments connected, stop and tell the user to connect a brokerage account.
For each holding, compute: current value, cost basis, unrealized gain/loss ($ and %), and % of to

Alternatives in Development

External Tools Health — External Tools Health Check 402 ★
Health — claude-health Health check and wellness dashboard for Claude Code sessions 327 ★
Obsidian Health — Run a vault health check — grouped by severity, detects contradictions, concept gaps, stale claims, and struct 277 ★