portfolio-manager
CommunityAutomate portfolio analysis with live Alpaca data.
Finance & Accounting#markdown#analysis#reporting#portfolio management#risk-analysis#rebalancing#Alpaca MCP
Authortradermonty
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
requests
Components
scriptsreferences
💻 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-manager Download link: https://github.com/tradermonty/claude-trading-skills/archive/main.zip#portfolio-manager Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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