portfolio-manager

Analyze investment portfolios and generate rebalancing recommendations via Alpaca MCP Server.

1|Updated Feb 18, 2026

Search Tags:#portfolio management #risk assessment #investment analysis #Alpaca #rebalancing

Ready to run

npx skills add https://github.com/darkounus90/BOTTX3 --skill portfolio-manager-darkounus90

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: portfolio-manager
Source: https://github.com/darkounus90/BOTTX3/tree/main/.agents/skills/portfolio-manager
Command: npx skills add https://github.com/darkounus90/BOTTX3 --skill portfolio-manager-darkounus90

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pypdf, pdfplumber, pdf2image, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill provides comprehensive analysis and management of investment portfolios, leveraging Alpaca integration to fetch real-time data and generate detailed reports with rebalancing recommendations.

Core Features & Use Cases

Portfolio Analysis: Analyze asset allocation, diversification, risk metrics, and performance.
Position Evaluation: Evaluate individual holdings with recommendations for buy, hold, sell, trim, or add.
Rebalancing Recommendations: Generate specific rebalancing plans based on target allocation and risk tolerance.
Use Case: A user can ask Claude to analyze their portfolio and receive a detailed report with recommendations on how to rebalance their investments for optimal performance.

Quick Start

Use the portfolio-manager skill to analyze your portfolio and receive a detailed report with rebalancing recommendations.

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 investment portfolio and get rebalancing recommendations?▼

Portfolio analysis fetches real-time holdings data via Alpaca integration, calculates risk metrics, evaluates asset allocation, and generates specific rebalancing recommendations based on your target allocation and risk tolerance.

What's the best way to evaluate individual stock positions for buy, hold, or sell decisions?▼

Position evaluation assesses individual holdings within your investment portfolio and provides actionable recommendations to buy, hold, sell, trim, or add based on real-time data fetched through the Alpaca API.

Do I need an Alpaca API key to perform investment analysis and risk assessment?▼

Yes, you must set up the Alpaca MCP Server and provide valid API credentials to fetch real-time holdings data for portfolio analysis, risk assessment, and generating rebalancing recommendations.

Can I use this portfolio management tool to analyze asset allocation and diversification?▼

Yes, portfolio management includes comprehensive asset allocation and diversification analysis, calculating risk metrics and evaluating performance to identify gaps in your current investment strategy.

How does portfolio rebalancing work when analyzing real-time holdings data?▼

Rebalancing compares your current real-time holdings against a target allocation, then generates a specific plan with recommendations to adjust positions, ensuring your portfolio matches your desired risk tolerance.

Are there limitations to generating a portfolio analysis report without prior investment data exports?▼

Portfolio analysis relies entirely on live data fetched directly through the Alpaca MCP Server integration, so you cannot generate reports or rebalancing plans without an active Alpaca account and connected holdings.