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.

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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.

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這個 Skill 如何運作

Health-score aggregates and normalizes account-level metrics across an investment portfolio to produce a concise account health rating and actionable insights.

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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]

最適合用於

何時使用

Health-score aggregates and normalizes account-level metrics across an investment portfolio to produce a concise account health rating and actionable insights.