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Fabio29T
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portfolio-manager

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

2|Updated Mar 4, 2026
Search Tags:#asset allocation#risk assessment#portfolio analysis#rebalancing#alpaca#investment management
One-click install
npx skills add https://github.com/Fabio29T/Trading-Skills --skill portfolio-manager-fabio29t
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-manager
Source: https://github.com/Fabio29T/Trading-Skills/tree/main/skills/portfolio-manager
Command: npx skills add https://github.com/Fabio29T/Trading-Skills --skill portfolio-manager-fabio29t

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill automates the complex and time-consuming process of analyzing your investment portfolio, providing actionable insights for better financial decision-making.

Core Features & Use Cases

  • Comprehensive Analysis: Evaluates asset allocation, diversification, risk metrics, and individual position performance.
  • Rebalancing Recommendations: Generates specific buy/sell actions to optimize your portfolio.
  • Alpaca Integration: Seamlessly connects with Alpaca MCP Server for real-time data.
  • Use Case: After a market event, ask Claude to "Analyze my portfolio" to get a detailed report on its health, identify risks, and receive clear instructions on how to rebalance for optimal performance.

Quick Start

Use the portfolio manager skill to analyze your current investment portfolio.

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 for risk and asset allocation?▼

Portfolio analysis evaluates asset allocation, diversification, and risk metrics by fetching real-time holdings and positions. It identifies portfolio risks and generates data-driven rebalancing recommendations to optimize performance.

How do I get rebalancing recommendations for my stock positions?▼

Rebalancing recommendations are generated by analyzing individual stock performance and overall diversification. The analysis produces specific buy and sell actions designed to optimize your portfolio allocation after market events.

Does portfolio analysis work with Alpaca for real-time holdings data?▼

Yes, portfolio analysis integrates directly with the Alpaca MCP Server. This connection fetches real-time holdings and positions, allowing the evaluation to use current market data for risk assessment and performance reviews.

What's the best way to automate investment management and performance evaluation?▼

Automating investment management involves requesting a comprehensive portfolio review. The analysis evaluates asset allocation, risk metrics, and individual position performance to deliver actionable insights for financial decision-making.

When should I perform a portfolio review and risk assessment?▼

A portfolio review and risk assessment should be performed after a market event or when evaluating overall portfolio health. This process identifies diversification risks and provides clear instructions on how to rebalance for optimal performance.

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