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Dorpeer95
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portfolio-manager

Fetch live holdings from Alpaca MCP Server and generate markdown portfolio reports.

Updated Mar 1, 2026
Search Tags:#analysis#mcp#reporting#portfolio#risk-management#alpaca#rebalance
One-click install
npx skills add https://github.com/Dorpeer95/stocks-trading --skill portfolio-manager-dorpeer95
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-manager
Source: https://github.com/Dorpeer95/stocks-trading/tree/main/.claude/skills/portfolio-manager
Command: npx skills add https://github.com/Dorpeer95/stocks-trading --skill portfolio-manager-dorpeer95

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Portfolio review and risk management often requires pulling live holdings data, computing risk metrics, and generating actionable rebalancing recommendations across multiple accounts. This skill automates that workflow by connecting to Alpaca MCP Server to fetch real-time positions and accounts, enriching data with market insights, and delivering comprehensive Markdown reports that guide decisions.

Core Features & Use Cases

  • Integrates with Alpaca MCP Server to fetch positions and account data for accurate portfolio analysis.
  • Performs asset allocation, diversification, risk, and performance assessments, and outputs detailed rebalancing guidance.
  • Generates markdown portfolio reports that can be stored in the repository or shared with clients.

Quick Start

Trigger the Portfolio Manager with "Analyze my portfolio" to generate a full report based on live MCP data.

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 portfolio and generate a risk assessment report with Alpaca?▼

Portfolio analysis is automated by extracting live holdings and account data from the Alpaca MCP Server, enriching with market data, computing risk metrics, and generating markdown reports with rebalancing guidance. Trigger it with a simple portfolio analysis request.

Can I use this Skill to check asset allocation and diversification across stocks and sectors?▼

Yes, you can check asset allocation and diversification across stocks, sectors, and geographies. It evaluates live positions from Alpaca to assess risk and provides actionable rebalancing guidance directly within the generated markdown report.

Do I need an Alpaca MCP Server connection to perform portfolio rebalancing analysis?▼

Yes, an Alpaca MCP Server connection is required. The Skill depends on fetching real-time positions and account data from Alpaca to compute risk metrics, review performance, and generate accurate rebalancing recommendations for your holdings.

What is the best way to automate portfolio performance reviews and output markdown reports?▼

The best way to automate portfolio performance reviews is triggering the Skill to fetch live MCP data, compute position-level risk metrics, and output comprehensive markdown reports. These reports can be stored in your repository or shared with clients.

Does the portfolio analysis Skill work with live market data enrichment for position-level analysis?▼

Yes, the portfolio analysis workflow enriches live Alpaca positions with market data insights. It performs position-level analysis, computes risk metrics, and assesses diversification across geographies and sectors before generating the final report.

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