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carta-soi

Skill

Display a fund's Schedule of Investments (SOI) as a Live Artifact in Cowork. The artifact is firm-scoped — it loads every fund the user has access to in the firm and presents them in a header dropdown for one-click switching. Use when asked for the SOI, fund holdings, what a fund is invested in, or

0Finance

Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/carta-soi

What is carta-soi?

Display a fund's Schedule of Investments (SOI) as a Live Artifact in Cowork. The artifact is firm-scoped — it loads every fund the user has access to in the firm and presents them in a header dropdown for one-click switching. Use when asked for the SOI, fund holdings, what a fund is invested in, or a portfolio breakdown. Do NOT use for general fund metrics (NAV, IRR, TVPI, DPI) or ad-hoc warehouse queries — use carta-explore-data instead.

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

~111 tokens of context used while enabled, before you invoke anything

All declared tools (14)
AskUserQuestionBashToolSearchWritemcp__carta__call_toolmcp__carta__list_contextsmcp__carta__search_tools # UUID-form disambiguation only (Step 3) — not gateway discoverymcp__carta__set_contextmcp__claude_ai_carta__call_toolmcp__claude_ai_carta__list_contextsmcp__claude_ai_carta__search_tools # UUID-form disambiguation only (Step 3) — not gateway discoverymcp__claude_ai_carta__set_contextmcp__cowork__create_artifactmcp__cowork__update_artifact

Documentation

README · ~10 min read
`_instrumentation_v2` is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: `_instrumentation_v2: {"skills": [":", ...], "model": ""}` e.g. `{"skills": ["carta-cap-table:carta-issue-securities"], "model": "claude-sonnet-5"}` List only Carta skills in use, each namespaced `"plugin:skill"` (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`).

Schedule of Investments (SOI) Live Artifact

Render a firm's Schedule of Investments as a persistent, refreshable Live Artifact in the Cowork sidebar. There is one artifact per firm; the dropdown in the header lets users switch between every fund they have access to in that firm. The artifact queries the Carta data warehouse on load and on each fund switch, so the data is always current. Re-invoking the skill for the same firm rebuilds the artifact with the freshly-enumerated fund list — newly-added funds appear automatically.

When to Use

  • "Show me the SOI for [Fund Name]"
  • "What is [Fund Name] invested in?"
  • "Give me [Fund Name]'s schedule of investments"

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