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portfolio-manager

Analyze investment portfolios with Alpaca MCP Server data and rebalancing recommendations.

2|Updated Apr 6, 2026
Search Tags:#portfolio management#risk assessment#investment analysis#rebalancing#alpaca
One-click install
npx skills add https://github.com/k1064190/stock-expectation --skill portfolio-manager-k1064190
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-manager
Source: https://github.com/k1064190/stock-expectation/tree/main/.claude/skills/portfolio-manager
Command: npx skills add https://github.com/k1064190/stock-expectation --skill portfolio-manager-k1064190

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires alpaca-trade-api-python, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill provides comprehensive analysis and management of investment portfolios by integrating with Alpaca MCP Server to fetch real-time data and generate detailed reports with rebalancing recommendations.

Core Features & Use Cases

  • Alpaca Integration: Fetches real-time holdings data and account information from Alpaca.
  • Comprehensive Analysis: Analyzes asset allocation, diversification, risk metrics, individual positions, and performance.
  • Rebalancing Recommendations: Provides specific actions to optimize portfolio allocation.
  • Use Case: A user wants to analyze their portfolio and receive recommendations for rebalancing.

Quick Start

Use the portfolio-manager skill to analyze your portfolio and receive 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?▼

To analyze your investment portfolio and get rebalancing recommendations, use this Skill to fetch real-time holdings via Alpaca, assess asset allocation and risk metrics, and generate specific actions to optimize your investments.

What is portfolio risk assessment and how does it work with Alpaca?▼

Portfolio risk assessment evaluates your investment diversification and exposure. This Skill works with Alpaca by fetching your real-time account data to analyze individual positions and calculate comprehensive risk metrics for your holdings.

How do I assess asset allocation and diversification for my current holdings?▼

You can assess asset allocation and diversification by fetching your real-time holdings data from Alpaca. The Skill analyzes your current positions to provide a comprehensive review of how your investments are distributed across various assets.

Do I need an Alpaca MCP Server and API credentials to fetch real-time investment data?▼

Yes, you need the Alpaca MCP Server and valid API credentials to fetch real-time investment data. The Skill requires this environment setup to access your account information and perform live portfolio analysis.

Can I use this for portfolio management if I only have historical data without the Alpaca integration?▼

No, this portfolio management approach requires the Alpaca integration to function. It depends on fetching real-time holdings data and account information through the Alpaca MCP Server to perform its comprehensive investment analysis.

What's the best way to review individual positions and generate a performance report?▼

The best way to review individual positions and generate a performance report is to connect your Alpaca account. The Skill automatically fetches real-time data to analyze your positions and deliver a comprehensive performance review.

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