invest-portfolio
CommunityPortfolio review that guides rebalance decisions.
Authorkouko
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Parses holdings (CSV or inline list), fetches current prices via yfinance and FinMind, and computes position P&L and portfolio weights to enable informed rebalance decisions.
Core Features & Use Cases
- Parses holdings inputs (CSV or inline) and fetches live price data for US and Taiwan markets.
- Computes per-position and portfolio-level metrics (value, cost, P&L, weights, concentration) and overlays macro regime context.
- Delegates to domain-teams:investing-team Portfolio Review workflow for rebalance recommendations and Kelly-based sizing.
Quick Start
Input holdings as CSV or inline list and run the portfolio review to generate rebalance recommendations.
Dependency Matrix
Required Modules
requestsyfinancepandas
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: invest-portfolio Download link: https://github.com/kouko/monkey-skills/archive/main.zip#invest-portfolio Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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