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MileniumTick
MileniumTickCOMMUNITY
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portfolio-manager

Fetch Alpaca MCP portfolio data and generate rebalancing plans in markdown reports.

Updated Mar 25, 2026
Search Tags:#analysis#reporting#portfolio#mcp-server#risk-metrics#rebalancing#alpaca
One-click install
npx skills add https://github.com/MileniumTick/skills --skill portfolio-manager-mileniumtick
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-manager
Source: https://github.com/MileniumTick/skills/tree/main/skills/portfolio-manager
Command: npx skills add https://github.com/MileniumTick/skills --skill portfolio-manager-mileniumtick

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Analyzing complex broker portfolios manually is time-consuming and error-prone. This Skill automates data gathering, risk assessment, and reporting to deliver timely insights and actionable recommendations.

Core Features & Use Cases

  • Automated data pull from Alpaca MCP Server to fetch current holdings, positions, and account metrics.
  • Multi-dimensional analysis including asset allocation, diversification, risk metrics, and position-level theses.
  • Rebalancing planning and comprehensive markdown portfolio reports for client or personal review.

Quick Start

Ask Claude to run a full portfolio analysis using Alpaca MCP data and generate a rebalancing report.

Frequently Asked Questions about portfolio-manager

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate portfolio analysis and rebalancing with Alpaca?▼

Yes, portfolio analysis can be fully automated by connecting the Alpaca MCP Server to fetch live positions, assess asset allocation and risk metrics, and generate a detailed rebalancing report in markdown format.

What is included in an automated portfolio risk assessment report?▼

An automated portfolio risk assessment report includes asset allocation, diversification analysis, position-level insights, and actionable rebalancing recommendations. It outputs a structured markdown file, such as portfolio_analysis_YYYY-MM-DD.md, for client or personal review.

Do I need an active Alpaca MCP connection to generate portfolio reports?▼

Yes, an active Alpaca MCP connection is required to fetch live market data and current holdings. Access to market data and reference materials is necessary to perform end-to-end analysis and produce the final rebalancing workflow outputs.

Can I assess asset allocation and diversification for my broker positions automatically?▼

Yes, you can assess asset allocation and diversification automatically by pulling current holdings via the Alpaca MCP Server. The analysis evaluates multi-dimensional risk metrics and position-level theses to provide comprehensive portfolio insights.

What's the best way to generate a markdown report for portfolio rebalancing?▼

The best way to generate a markdown rebalancing report is to run an automated analysis workflow that pulls live Alpaca data, evaluates risk metrics, and outputs a structured file like portfolio_analysis_YYYY-MM-DD.md. This ensures timely insights and consistent formatting.

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