{
  "type": "recipe",
  "url": "https://implisense.com/en/recipes/check-portfolio-insolvency-risk",
  "lang": "en",
  "title": "Check a portfolio for insolvency risk",
  "question": "How do I check my portfolio for insolvency risk?",
  "subtitle": "Cluster existing customers or business partners by financial health — as an ongoing check, not a one-off spreadsheet export.",
  "description": "How to cluster a company portfolio by insolvency risk with the free portfolio-analyst template in Claude or ChatGPT: solid, watch, risk.",
  "persona": "risk",
  "level": "mcp",
  "timeEstimate": "5 min",
  "requires": {
    "skill": "portfolio-analyst",
    "mcpTool": "portfolio_risk"
  },
  "steps": [
    {
      "position": 1,
      "name": "Load the template",
      "text": "Copy the portfolio-analyst template from GitHub into a new Claude Project or a ChatGPT chat."
    },
    {
      "position": 2,
      "name": "Upload a portfolio",
      "text": "Use the free template's sample data, or pass your own company list live via MCP."
    },
    {
      "position": 3,
      "name": "Get it clustered",
      "text": "The assistant sorts each company into 🟢 Solid, 🟡 Watch, or 🔴 Risk by profitability and equity ratio."
    },
    {
      "position": 4,
      "name": "Check the outliers",
      "text": "Look closer first at any company in the 🔴 cluster or without available financials."
    }
  ],
  "datePublished": "2026-07-21",
  "dateModified": "2026-07-21"
}