<!-- carta:plugin-version --> <carta-plugin>carta-investors:6.71.0</carta-plugin>

Fund Performance Dashboard

Publishes a self-contained live artifact showing one firm's fund performance. The artifact resolves the firm context at runtime through window.claude.use("mcp"), so no firm UUID or MCP server name is substituted at build time.

What the artifact shows

Section	Notes
All-funds table	Fund name, Net IRR, TVPI, DPI, MOIC, NAV, Total Value — sortable, top 50 funds by NAV
Per-fund detail view	Time-series charts for TVPI, DPI, Net IRR and MOIC against peer benchmark percentiles (P25/P50/P75/P90)
Fund selector	Dropdown on the fund title, to switch funds without returning to the list

Navigation: list view → click a fund row → detail view → "← Back to all funds".

Amounts render in each fund's own FUND_REPORTING_CURRENCY. A fund with no reporting currency renders bare numbers — the artifact never assumes a currency.

Step 1 — Render the page

Run this on one line, with the path exactly as written and quoted — do not search for the script. <CWD> is the session's current directory:

uv run "${CLAUDE_PLUGIN_ROOT}/skills/carta-fund-performance/scripts/render-artifact.py" "<CWD>/fund-performance.html"

When Carta Home is building this page, it gives you its own URL. Append --home-url "<carta_home_url>" so the page's "Back to Home" link points there. Without it the link stays hidden.

The script prints the absolute path it wrote. If it fails, show the error and stop. Never publish the template itself: its Home link is a placeholder.

Step 2 — Publish the artifact

Publish the rendered file with the Artifact tool. The artifact calls fetch (dwh:execute:query), list_contexts and set_context, so grant exactly those. Set server to the viewer's Carta connector display name from ${CLAUDE_PLUGIN_ROOT}/references/gate-carta-connector-name.md (the plugin's references/, not this skill's); the page looks that name up at runtime.

Artifact(
    file_path="<path the render script printed>",
    favicon="📈",
    title="Fund Performance",
    description="Live fund performance dashboard — IRR, TVPI, DPI and MOIC against peer benchmarks.",
    capabilities={"mcp": {"servers": [{"server": "<carta_connector_name>", "tools": ["fetch", "list_contexts", "set_context"]}]}},
)

To update a dashboard published earlier, pass url="<existing artifact URL>" so the link stays the same. Without it a second artifact is created.

Step 3 — Respond

Say in one sentence that the dashboard is ready, and that clicking a fund opens its charts. Do not restate the metrics.

Error handling

The artifact handles these itself — no action needed in the skill:

• No Carta MCP connected → the page shows a "Connect Carta" prompt.
• No fund data returned → the page shows an error with a Retry button.
• NULL benchmark percentiles → illustrative trajectories are drawn, labelled "Illustrative benchmark data".

File structure

carta-fund-performance/
  SKILL.md
  references/
    artifact.html     ← self-contained page: inline Chart.js, CSS and JS
  scripts/
    render-artifact.py ← stamps the Carta Home link into the page

The CSP in the artifact runtime allows no external script, style or connect host, so everything is inlined and nothing may be converted to a CDN reference.