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portfolio-manager

Analyze Alpaca investment portfolios and generate rebalancing plans with risk metrics.

Updated Apr 17, 2026
Search Tags:#risk-assessment#rebalancing#alpaca#portfolio-analysis#asset-allocation#portfolio-report#position-evaluation
One-click install
npx skills add https://github.com/pasie15/claude-trading-skills-marketplace --skill portfolio-manager-pasie15
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-manager
Source: https://github.com/pasie15/claude-trading-skills-marketplace/tree/main/plugins/trading-portfolio-risk/skills/portfolio-manager
Command: npx skills add https://github.com/pasie15/claude-trading-skills-marketplace --skill portfolio-manager-pasie15

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Provide a complete, audit-ready portfolio analysis and rebalancing workflow that saves users time and reduces manual spreadsheet work by fetching live brokerage positions, measuring risk and concentration, evaluating individual holdings, and producing prioritized trade recommendations.

Core Features & Use Cases

  • Alpaca MCP Integration: Automatically fetch account info and current positions from Alpaca via MCP tools for live analysis.
  • Multi-Dimensional Analysis: Asset allocation, sector and geographic breakdowns, correlation and HHI concentration metrics, portfolio beta, volatility, drawdowns, and risk scoring.
  • Position-Level Evaluation & Rebalancing: Thesis validation, valuation checks, sizing guidance and prioritized TRIM/ADD/HOLD/SELL recommendations with estimated trade sizes and tax considerations.
  • Reporting & Persistence: Generates a comprehensive markdown report saved to the repository for audit, follow-up questions, and iterative analysis.
  • Fallback Manual Input: Accepts CSV portfolio exports when MCP is unavailable to perform the same analysis with caveats about data freshness.

Quick Start

Ask the portfolio-manager to analyze my Alpaca account positions and produce a markdown portfolio_analysis report with 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 generate a rebalancing plan?▼

To analyze an investment portfolio and generate a rebalancing plan, the system fetches live brokerage positions or accepts manual CSV inputs to evaluate asset allocation, calculate risk metrics, and produce prioritized trade recommendations.

Can I use Alpaca brokerage positions for automated portfolio risk assessment?▼

Yes, Alpaca brokerage positions can be used for automated portfolio risk assessment by connecting through the Alpaca MCP Server, which fetches account data to calculate beta, volatility, drawdowns, and concentration metrics.

What is portfolio rebalancing and how does position-level evaluation work?▼

Portfolio rebalancing adjusts asset weights back to target allocations, and position-level evaluation works by validating investment theses, checking valuations, and issuing prioritized TRIM, ADD, HOLD, or SELL recommendations with estimated trade sizes.

How do I assess portfolio concentration and diversification across sectors?▼

Portfolio concentration and diversification are assessed by calculating the Herfindahl-Hirschman Index (HHI) and generating sector and geographic breakdowns from the fetched or uploaded position data.

Do I need an Alpaca MCP Server connection to generate a portfolio analysis report?▼

No, an Alpaca MCP Server connection is not required to generate a portfolio analysis report; you can upload a manual CSV export of your holdings to perform the same multi-dimensional analysis with caveats regarding data freshness.

What are the limitations of manual CSV portfolio analysis compared to live data?▼

The primary limitation of manual CSV portfolio analysis compared to live data is data freshness, meaning market prices and position values may be stale at the time the risk metrics and rebalancing recommendations are calculated.

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