Month-end without the rebuild
Run the same analysis on this period's export and get a like-for-like read.
— Finance & Investment
Portfolio concentration & correlation X-ray
Upload a holdings export with a row per position (or per position per period). Correlation analysis shows which measures move together, outlier detection flags positions sitting far outside the norm on weight or exposure, trend projection shows where sector weight drifts if the current path holds, and grouping totals exposure by sector, region and asset class.
- Finance & Investment
- Traceable reasoning
- Runs anywhere
1–2 weeks → ~25 minutes
For a full population, not a sample
No coding required
- Input
- Ledger, budget, forecast or model exports
- Output
- Computed figures with the workings retained per line item
- Runs in
- Skillsize · ChatGPT · Claude · Copilot
- Export
- SKILL.md · MCP
- Time saved
- ~1–2 weeks per run
— USE CASES
What people use Portfolio concentration & correlation X-ray for
Variances explained, not just listed
Each material line item comes with a driver and a size, not only a number.
Cases reviewed on one standard
Hold every submission to the same test so approvals are consistent.
What it works from
- Ledger, budget, forecast or model exports
- Your thresholds, materiality rules and reporting structure
What you get back
- Computed figures with the workings retained per line item
- A commentary-ready pack aligned to how you report
— HOW IT BEHAVES
How Portfolio concentration & correlation X-ray produces its result
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Every row of the reporting period in scope
Each row of your export is processed on the same basis, so no line item is skipped however long the table is.
Composed as work product
Findings on the reporting period in scope are written up as a document that reads like professional output, with each claim tied back to a line item.
Roll-up alongside line item-level detail
Detail rows are summarised into the grouped view of the reporting period in scope without losing the underlying line items.
Why this is expensive by hand
Finance work on the reporting period in scope is arithmetic plus interpretation, and it is the interpretation that drifts between analysts and months. In practice it shows up as month-end without the rebuild: run the same analysis on this period's export and get a like-for-like read. The value sits in the rigour, not the typing — yet the rigour is exactly what gets traded away when there is only 1–2 weeks of capacity for it.
How this Skill produces it
Skillsize turns that work into a Skill: you supply the material, and what comes back is computed figures with the workings retained per line item, with a commentary-ready pack aligned to how you report. The judgement is built in — how items are broken up, what standard they are held to, and where the run stops for a human review. Net effect: 1–2 weeks down to ~25 minutes, no drift between runs, and every conclusion traceable back to the evidence behind it.
Who it's for
- Finance directors and FP&A teams
- Investment, deal and corporate development teams
- Controllers and reporting managers
- Consultants building or reviewing business cases
Run it in Skillsize — or export it anywhere
Portfolio concentration & correlation X-ray exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
ChatGPTClaudeCopilotAI Products (MCP)
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