kelly-portfolio-healthlisted

# RBF Portfolio Health Dashboard ## Overview Use this skill as a local, mostly-read-only dashboard over a mock or real revenue-share / private-credit book: many small SME (small/medium enterprise) contracts, each an advance repaid as a share of the SME's future revenue up to a cap. The app aggregates the book into a top-line health summary, a repayment-progress-vs-time-elapsed view, an industry/city concentration breakdown, and a watchlist of contracts with a recent revenue decline. The only human action is lightweight: flag a contract for review, clear a flag, or leave a note — everything else is a read view. Default interaction mode: App UI. Unless the user explicitly asks for chat-only handling, check onboarding, load/refresh the local portfolio snapshot, start/reuse the local app with `app/start.sh`, and give the actual local URL. Use chat-only mode only when the user says "纯聊天", "chat only", "不要打开 UI", or similar. ## App UI Screenshots <table> <tr> <td width="50%"><img src="assets/screenshots/overview.webp" alt="Portfolio health overview"></td> <td width="50%"><img src="assets/screenshots/concentration.webp" alt="Portfolio concentration"></td> </tr> <tr> <td><strong>Overview</strong><br>Total AUM, total collected, weighted-average repayment progress, at-risk count, category allocation, and the contracts most lagging behind their expected repayment pace.</td> <td><strong>Concentration</strong><br>Industry/category and city concentration by fundi