Individual skill
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.
skills/tradermonty__claude-trading-skills/skills/portfolio-manager/SKILL.md
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- Repository last updated
- Nov 7, 2026
- License
- MIT
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- a-share Repository topic
- value-investing Repository topic
- agent-skills Repository topic
- akshare Repository topic
- awesome-list Repository topic
- chinese-stock Repository topic
- claude-code Repository topic
- quantitative-finance Repository topic
- stock-analysis Repository topic
- technical-analysis Repository topic
- engineering Derived category
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README.mddoc · 11,718 bytesSKILL.mdcore · 25,325 bytesSKILL.mdcore · 25,325 bytesSKILL.mdcore · 25,325 bytesSKILL.mdcore · 25,325 bytesreferences/alpaca-mcp-setup.mddoc · 9,897 bytesreferences/asset-allocation.mddoc · 17,249 bytesreferences/diversification-principles.mddoc · 18,785 bytesreferences/portfolio-risk-metrics.mddoc · 17,129 bytesreferences/position-evaluation.mddoc · 16,464 bytesreferences/rebalancing-strategies.mddoc · 19,565 bytesreferences/risk-profile-questionnaire.mddoc · 19,546 bytesreferences/target-allocations.mddoc · 18,956 bytesscripts/check_alpaca_connection.pyruns · 12,605 bytesscripts/tests/conftest.pyruns · 301 bytesscripts/tests/test_check_alpaca_connection.pyruns · 10,116 bytes
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# Portfolio Manager
## Overview
Analyze and manage investment portfolios by integrating with Alpaca MCP Server to fetch real-time holdings data, then performing comprehensive analysis covering asset allocation, diversification, risk metrics, individual position evaluation, and rebalancing recommendations. Generate detailed portfolio reports with actionable insights.
This skill leverages Alpaca's brokerage API through MCP (Model Context Protocol) to access live portfolio data, ensuring analysis is based on actual current positions rather than manually entered data.
## When to Use
Invoke this skill when the user requests:
- "Analyze my portfolio"
- "Review my current positions"
- "What's my asset allocation?"