Does it follow specific investment principles?

Yes, it is built to prioritize long-term Boglehead principles, low-cost indexing, and risk-adjusted diversification while discouraging market timing.

What is the Investment Fund Portfolio Reporter skill?

It is a specialized template and quality framework that enables Claude to generate structured, professional retirement fund analysis reports with consistent formatting.

How does it determine safe asset recommendations?

It uses a multi-step comparison logic that evaluates current deposit rates against bond fund yields, including a risk premium threshold, to recommend the optimal safe asset.

Can it handle specific pension regulations?

The skill includes specific checks for DC-type pension rules, such as verifying that risk assets do not exceed the 70% regulatory limit.

Investment Fund Portfolio Reporter

Name: Investment Fund Portfolio Reporter
Author: orientpine

byorientpine

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Productivity & Workflow

Generates standardized, high-quality retirement fund portfolio analysis reports based on long-term investment principles.

This Claude Code Skill provides a comprehensive output template and quality checklist for the fund-portfolio agent. It ensures investment recommendations are structured, data-driven, and compliant with long-term wealth-building principles such as the Boglehead approach. The skill automates the creation of complex reports including core-satellite breakdowns, 31-year cost projections, safe asset decision logic (Deposit vs. Bond), and market scenario analyses. It is designed to minimize hallucination through strict data-referencing rules and ensures compliance with pension regulations like the 70% risk asset limit.

Key Features

0131-year long-term cost impact and fee analysis projections

02Compliance checklists for DC-type pension regulations and risk limits

03Automated safe asset decision logic (Deposit vs. Bond fund comparison)

049 GitHub stars

05Standardized core-satellite portfolio structure templates

06Market and interest rate scenario impact analysis

Use Cases

01Generating retirement pension (DC/IRP) portfolio recommendations

02Standardizing multi-agent outputs for consistent financial data reporting

03Automating professional financial advisory reports for AI agents

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add orientpine/honeypot fund-output-template

For use in Claude.ai and ChatGPT

Download Skill