portfolio-manager

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.

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.

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.

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

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.

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.