portfolio-manager-agent

Manage asset allocation and rebalancing across market regimes.

Updated Aug 23, 2026

Search Tags:#portfolio management #diversification #allocation #risk-adjusted #rebalancing

One-click install

npx skills add https://github.com/psh355q-ui/szdi57465yt --skill portfolio-manager-agent

Or copy as Structured Prompt for Agent▼

Please help me install this Agent Skill.
Skill: portfolio-manager-agent
Source: https://github.com/psh355q-ui/szdi57465yt/tree/main/backend/ai/skills/system/portfolio-manager-agent
Command: npx skills add https://github.com/psh355q-ui/szdi57465yt --skill portfolio-manager-agent

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Manages asset allocation, performs rebalancing, and ensures diversification aligned with market regime and risk tolerance.

Core Features & Use Cases

Asset Allocation Strategy: Dynamic allocations by regime (RISK_ON, RISK_OFF, TRANSITION).
Rebalancing Triggers: Deviations >5% prompt rebalancing.
Risk Metrics Monitoring: Beta, Sharpe, drawdown; sector limits.

Quick Start

Propose a rebalanced 70/20/10 allocation in a risk-on regime.