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portfolio-manager

Fetch live brokerage holdings via Alpaca MCP Server and generate Markdown portfolio reports.

2.6k|600|Updated Oct 19, 2025
Search Tags:#markdown#analysis#reporting#portfolio management#risk-analysis#rebalancing#Alpaca MCP
One-click install
npx skills add https://github.com/tradermonty/claude-trading-skills --skill portfolio-manager
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-manager
Source: https://github.com/tradermonty/claude-trading-skills/tree/main/skills/portfolio-manager
Command: npx skills add https://github.com/tradermonty/claude-trading-skills --skill portfolio-manager

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates in-depth portfolio analysis by connecting to Alpaca MCP Server to fetch real-time holdings, then generates actionable reports that help users optimize asset allocation, assess risk, review performance, and identify rebalancing opportunities.

Core Features & Use Cases

  • Live data integration: pulls current positions, account info, and market data via Alpaca MCP Server for accurate, up-to-date analysis.
  • Comprehensive analysis: evaluates asset allocation, diversification, risk metrics, performance, and position-level insights.
  • Rebalancing guidance: provides actionable recommendations to adjust holdings, with prioritized actions and tax-aware considerations.
  • Reporting: generates detailed Markdown portfolio analysis reports saved to the repository for reviews and audits.
  • Usage scenarios: use during periodic portfolio reviews, post-earnings updates, risk-checks, or when planning a rebalance.

Quick Start

Trigger with "Analyze my portfolio" to generate a full report.

Frequently Asked Questions about portfolio-manager

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze my brokerage portfolio using live market data?▼

You can analyze your brokerage portfolio by connecting to the Alpaca MCP Server to fetch real-time positions, account information, and market data, which is then processed to evaluate asset allocation, diversification, and risk metrics.

How do I generate a portfolio rebalancing report with risk assessment?▼

To generate a portfolio rebalancing report, the Skill evaluates your current holdings and risk metrics to produce actionable rebalancing ideas with prioritized actions and tax-aware considerations, saving the final output as a Markdown file.

Can I use Alpaca API data for scenario-based asset allocation?▼

Yes, the Skill uses live Alpaca API data to support scenario-based asset allocation, allowing you to review performance and assess risk across different holdings and sectors before making adjustments.

Do I need an Alpaca account to run portfolio analysis?▼

An Alpaca account is required for live data integration, but if you lack access to the Alpaca MCP Server, you can use the optional manual data entry fallback to perform the portfolio analysis.

What is the best way to automate periodic portfolio reviews?▼

The best way to automate periodic portfolio reviews is to trigger the analysis task to fetch live holdings, evaluate position-level insights, and output a comprehensive Markdown report to your repository for audits.

How does portfolio risk analysis work with Alpaca MCP?▼

Portfolio risk analysis works by fetching live holdings and market data via Alpaca MCP, evaluating diversification and asset allocation, and identifying rebalancing opportunities to optimize the brokerage portfolio.

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