carta-portfolio-analytics-routing
SkillRoutes to Schedule of Investments, Co-Investor Lookup, or Performance Benchmarks. Trigger on any of: "SOI", "schedule of investments", "fund holdings", "what is the fund invested in", "portfolio breakdown", "co-investor", "coinvestor", "who co-invested", "who else invested", "co-investors by stage",
Install
git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-portfolio-analytics-routingWhat is carta-portfolio-analytics-routing?
Routes to Schedule of Investments, Co-Investor Lookup, or Performance Benchmarks. Trigger on any of: "SOI", "schedule of investments", "fund holdings", "what is the fund invested in", "portfolio breakdown", "co-investor", "coinvestor", "who co-invested", "who else invested", "co-investors by stage", "performance benchmark", "peer comparison", "fund percentile", "IRR vs peers", "TVPI benchmark", "how does my fund stack up", /carta-portfolio-analytics-routing. NOT FOR: portfolio valuations/marks, LP documents, K-1, SPA audit, Form ADV, cap table, 409A, comparable company selection, loan dashboard.
What this can do
Capabilities declared in this component's own frontmatter — not inferred.
Run shell commands
Declares Bash
Create and modify files
Declares Write or Edit
~151 tokens of context used while enabled, before you invoke anything
All declared tools (15)
AskUserQuestionBashReadToolSearchWritemcp__Claude_Preview__preview_evalmcp__Claude_Preview__preview_listmcp__Claude_Preview__preview_startmcp__carta__call_toolmcp__carta__list_contextsmcp__carta__search_toolsmcp__carta__set_contextmcp__carta__welcomemcp__cowork__create_artifactmcp__cowork__update_artifactDocumentation
README · ~17 min readcarta-portfolio-analytics-routing — Portfolio Analytics Router (mirror)
Routes to Schedule of Investments, Co-Investor Lookup, or Performance Benchmarks — each executed inline from a content mirror of its own specialist skill. See specialists are unchanged in Architecture Notes below. The fourth Portfolio Analytics capability (Loan Dashboard) is internal-stage today and will be wired into this router as it reaches general availability for external users.
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