campfire-analyst
Analyze stocks and funds together to expose concentration, cost, and allocation problems.
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- Updated May 9, 2026
Analyze stocks and funds together to expose concentration, cost, and allocation problems.
Connect a Zerodha account through Kite MCP, or paste holdings manually, to analyze direct equities and mutual funds as one portfolio. It scores portfolio health, detects duplicated exposure and idle capital, and produces an HTML dashboard with a prioritized fix list plus a detailed investment document. The skill is read-only and never places trades or changes the account.
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