portfolio-manager
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.
Packaged view
This page reorganizes the original catalog entry around fit, installability, and workflow context first. The original raw source lives below.
Install command
npx @skill-hub/cli install tradermonty-claude-trading-skills-portfolio-manager
Repository
Skill path: skills/portfolio-manager
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.
Open repositoryBest for
Primary workflow: Analyze Data & AI.
Technical facets: Full Stack, Backend, Data / AI, Integration.
Target audience: Development teams looking for install-ready agent workflows..
License: Unknown.
Original source
Catalog source: SkillHub Club.
Repository owner: tradermonty.
This is still a mirrored public skill entry. Review the repository before installing into production workflows.
What it helps with
- Install portfolio-manager into Claude Code, Codex CLI, Gemini CLI, or OpenCode workflows
- Review https://github.com/tradermonty/claude-trading-skills before adding portfolio-manager to shared team environments
- Use portfolio-manager for development workflows
Works across
Favorites: 0.
Sub-skills: 0.
Aggregator: No.