Opportunity Capture
health-score
Health-score aggregates and normalizes account-level metrics across an investment portfolio to produce a concise account health rating and actionable insights.
Resumen
Health-score aggregates and normalizes account-level metrics across an investment portfolio to produce a concise account health rating and actionable insights.
Health-score aggregates and normalizes account-level metrics across an investment portfolio to produce a concise account health rating and actionable insights. Core features include multi-account aggregation, real-time or scheduled scoring, risk indicators (liquidity, concentration, leverage, volatility), compliance and limit breach detection, anomaly detection, trend charts, and customizable thresholds. Users can drill down from portfolio to account and holding level, compare benchmarks, receive prioritized alerts, and export audit-ready reports. Typical use cases include portfolio managers monitoring client accounts, RIAs and wealth teams spotting at-risk accounts, trading operations assessing settlement or margin issues, and compliance teams flagging rule breaches. The primary advantage is centralized visibility and proactive risk mitigation through automated scoring, enabling faster, data-driven decisions and operational efficiency.
Skill.md
Cómo funciona esta Skill
Health-score aggregates and normalizes account-level metrics across an investment portfolio to produce a concise account health rating and actionable insights.
Purpose
Monitor portfolio health, identify at-risk accounts, and prioritize proactive engagement.
Usage
/health-score- Full portfolio review/health-score [segment]- Focus on specific segment/tier
Steps
-
Scan customer account pages in 05-Areas/People/External/ and 05-Areas/Companies/
-
For each account, assess:
- Last contact date (flag if >30 days)
- Open support issues
- Product adoption/usage trends
- Upcoming renewal dates
- Champion engagement
-
Calculate health indicators:
- Green: Engaged, no issues
- Yellow: Warning signs
- Red: At-risk
-
Generate portfolio dashboard:
- Health distribution
- At-risk accounts with reasons
- Proactive outreach recommendations
Output Format
💚 Portfolio Health Score
Accounts: [Total] Health distribution: Green: [X] | Yellow: [X] | Red: [X]
🚨 At-Risk (Red)
[Account Name]
- Risk factors: No contact in 45 days, support ticket open 2 weeks
- Renewal: [Date] (X days away)
- Action: Schedule check-in call this week
⚠️ Watch List (Yellow)
[Similar format]
✅ Healthy (Green)
[Count] accounts in good standing
Proactive Outreach Needed
- [Account] - [Reason] - [Suggested action]
Ideal para
Cuándo usarla
Health-score aggregates and normalizes account-level metrics across an investment portfolio to produce a concise account health rating and actionable insights.
01 · ANTES DE LA REUNIÓN
Prepara un informe de decisión
Convierte evidencia dispersa en un caso estructurado antes del comité de inversión.
02 · FLUJO DE EQUIPO
Estandariza los traspasos
Genera resultados de research consistentes entre analistas, gestores de cartera y agents.
03 · ACTUALIZACIÓN EN VIVO
Refresca la tesis
Actualiza los escenarios tras un nuevo catalizador, la publicación de un KPI o un resultado trimestral.
Notas de la comunidad
Mejora a medida que se usa.
Los comentarios aparecerán aquí a medida que esta Skill se use y se revise.
Descubre más
Skills relacionadas
Ver todasThematic Investment Mapping
Map companies to a theme by revenue exposure, transmission channels, and second-order effects, then rank the best expressions of the theme. Use when building a thematic basket or researching idea…
alpha-finder
Alpha Finder is an AI-powered Market Oracle that researches prediction markets (Polymarket, Kalshi) and traditional sources to produce probability assessments, sentiment, event analysis, and…
capacitr
Capacitr provides single-call market discovery and paid analysis: paste a URL or free-text query and receive ranked Polymarket, Hyperliquid, and Deribit markets augmented with Quotient intelligence…