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.
Overview
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
How this skill works
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]
Best used for
When to use it
Health-score aggregates and normalizes account-level metrics across an investment portfolio to produce a concise account health rating and actionable insights.
01 · PRE-MEETING
Prepare a decision brief
Turn scattered evidence into a structured case before an investment committee meeting.
02 · TEAM WORKFLOW
Standardize handoffs
Create consistent research outputs across analysts, portfolio managers, and agents.
03 · LIVE UPDATE
Refresh the thesis
Update scenarios after a new catalyst, KPI release, or earnings result.
Community notes
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