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/portfolio-manager/SKILL.md
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README.mddoc · 11,718 bytesSKILL.mdcore · 26,642 bytesSKILL.mdcore · 26,642 bytesSKILL.mdcore · 26,642 bytesSKILL.mdcore · 26,642 bytesassets/fictional_holdings.csvasset · 126 bytesreferences/alpaca-mcp-setup.mddoc · 9,897 bytesreferences/asset-allocation.mddoc · 17,249 bytesreferences/csv-holdings-review.mddoc · 5,119 bytesreferences/diversification-principles.mddoc · 18,785 bytesreferences/portfolio-risk-metrics.mddoc · 17,129 bytesreferences/position-evaluation.mddoc · 16,464 bytesreferences/position-reconciliation.mddoc · 6,954 bytesreferences/rebalancing-strategies.mddoc · 19,565 bytesreferences/risk-profile-questionnaire.mddoc · 19,546 bytesreferences/target-allocations.mddoc · 18,956 bytesrequirements.txtdoc · 128 bytesscripts/check_alpaca_connection.pyruns · 12,605 bytesscripts/reconcile_positions.pyruns · 10,261 bytesscripts/review_csv.pyruns · 8,911 bytesscripts/tests/conftest.pyruns · 301 bytesscripts/tests/test_check_alpaca_connection.pyruns · 10,116 bytesscripts/tests/test_reconcile_positions.pyruns · 11,789 bytesscripts/tests/test_review_csv.pyruns · 5,657 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.
The full brokerage analysis uses Alpaca's API through MCP for live portfolio data. A separate limited CSV allocation review is available offline; it does not provide the full brokerage analysis or workflow.
## When to Use
Invoke this skill when the user requests:
- "Analyze my portfolio"
- "Review my current positions"
- "What's my asset allocation?"