portfolio-dashboard-builder

Generates portfolio dashboards with visualizations, trends

509 stars

Best use case

portfolio-dashboard-builder is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Generates portfolio dashboards with visualizations, trends

Teams using portfolio-dashboard-builder should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

You only need a quick one-off answer and do not need a reusable workflow.
You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/portfolio-dashboard-builder/SKILL.md --create-dirs "https://raw.githubusercontent.com/a5c-ai/babysitter/main/library/specializations/domains/business/venture-capital/skills/portfolio-dashboard-builder/SKILL.md"

Manual Installation

Download SKILL.md from GitHub
Place it in .claude/skills/portfolio-dashboard-builder/SKILL.md inside your project
Restart your AI agent — it will auto-discover the skill

How portfolio-dashboard-builder Compares

Feature / Agent	portfolio-dashboard-builder	Standard Approach
Platform Support	Not specified	Limited / Varies
Context Awareness	High	Baseline
Installation Complexity	Unknown	N/A

Frequently Asked Questions

What does this skill do?

Generates portfolio dashboards with visualizations, trends

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

# Portfolio Dashboard Builder

## Overview

The Portfolio Dashboard Builder skill creates visual dashboards for portfolio monitoring and LP reporting. It generates standardized and custom visualizations to communicate portfolio performance effectively.

## Capabilities

### Dashboard Generation
- Create standardized portfolio dashboards
- Support custom dashboard configurations
- Generate multiple view types (summary, detail)
- Enable drill-down capabilities

### Visualization Creation
- Generate charts and graphs
- Create portfolio heatmaps
- Build comparison visualizations
- Support interactive elements

### Performance Tracking
- Visualize fund performance metrics
- Track company performance over time
- Compare against benchmarks
- Highlight top/bottom performers

### LP Reporting Support
- Generate LP-ready visualizations
- Support ILPA reporting formats
- Create quarterly report exhibits
- Enable export to presentations

## Usage

### Build Portfolio Dashboard
```
Input: Portfolio data, dashboard configuration
Process: Generate visualizations
Output: Complete dashboard, export files
```

### Create Custom Visualization
```
Input: Data, visualization specifications
Process: Build specified visualization
Output: Custom chart/graph
```

### Generate LP Report Exhibits
```
Input: Quarterly data, report template
Process: Create standardized exhibits
Output: LP-ready visualizations
```

### Update Existing Dashboard
```
Input: New data, existing dashboard
Process: Refresh with new data
Output: Updated dashboard
```

## Dashboard Components

| Component | Purpose |
|-----------|---------|
| Portfolio Summary | High-level fund metrics |
| Company Grid | Status by company |
| Performance Charts | Returns over time |
| Sector Analysis | Allocation views |
| Benchmark Comparison | Performance vs. benchmarks |

## Integration Points

- **Quarterly Portfolio Reporting**: Dashboard for reporting
- **Exit Readiness Assessment**: Exit-focused views
- **KPI Aggregator**: Feed data into dashboards
- **Portfolio Reporter (Agent)**: Support reporting

## Visualization Types

| Type | Use Case |
|------|----------|
| Bar Charts | Period comparisons |
| Line Charts | Trends over time |
| Heatmaps | Multi-dimensional status |
| Pie/Donut | Allocation breakdown |
| Scatter Plots | Multi-variable analysis |
| Tables | Detailed data display |

## Best Practices

1. Prioritize clarity over complexity
2. Use consistent color schemes
3. Include appropriate context
4. Enable drill-down for details
5. Optimize for audience (internal vs. LP)

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