Skills
.Work. You
Rest

portfolio-execution

Community

Turn ideas into executable trades.

Finance & Accounting#portfolio#execution#risk-management#hedging#live-data#rebalance#ib-account
AuthorEveyz
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Convert vetted trade ideas and weekly context into final, account-aware execution guidance.

Core Features & Use Cases

  • Weekly rebalance synthesis and execution guidance based on top-down constraints.
  • Hedge overlay integration and current-portfolio comparison against live holdings when available.
  • Output formats: Markdown report plus a JSON payload for automation and auditing.

Quick Start

Provide the final execution advice by combining the weekly rebalance view, the current IB portfolio, and any hedge overlays.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: portfolio-execution
Download link: https://github.com/Eveyz/agentskills/archive/main.zip#portfolio-execution

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.