portfolio-manager

Name: portfolio-manager
Availability: InStock
Author: Pavan

Analyze portfolio holdings, calculate P&L, and recommend rebalancing actions.

Updated Mar 1, 2026

Search Tags:#performance #investment #portfolio #management #allocation #p&l #rebalance

Ready to run

npx skills add https://github.com/pavanpaik/firemonkey --skill portfolio-manager-pavanpaik

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: portfolio-manager
Source: https://github.com/pavanpaik/firemonkey/tree/main/.claude/skills/portfolio-manager
Command: npx skills add https://github.com/pavanpaik/firemonkey --skill portfolio-manager-pavanpaik

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Tracks portfolio holdings, calculates P&L, analyzes allocation, and recommends rebalancing to help maintain target risk and optimize returns.

Core Features & Use Cases

Portfolio Snapshot: Current positions with quantity, average cost, current price, unrealized P&L, total value, and cash balance.
Performance Metrics: Total return (since inception, YTD, MTD, WTD), Sharpe ratio, max drawdown, win rate, and profit factors.
Allocation Analysis: By sector/industry and asset class; identifies concentration and compares with target allocation.
Rebalancing Recommendations: Highlights overweight/underweight positions and proposes specific trades with estimated tax implications.
State Persistence: Saves the updated portfolio state to data/portfolio-state.json after changes.

Quick Start

Ask the Portfolio Manager to generate a current portfolio snapshot and actionable rebalancing suggestions.

Frequently Asked Questions about portfolio-manager

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

FAQPage Schema

How do I calculate portfolio P&L and analyze my current holdings?▼

To calculate portfolio P&L and analyze holdings, the Skill reads your positions from Alpaca MCP or a local JSON file, computes unrealized P&L using average cost and current price, and outputs a structured snapshot of total value and cash balance.

Can I use this portfolio rebalancing tool for a small personal investment account?▼

Yes, you can use this portfolio rebalancing tool for a small personal investment account. It is specifically designed to manage personal or small-to-mid-size portfolios, tracking allocations and generating actionable rebalancing recommendations.

What's the best way to track investment allocation against target sectors?▼

The best way to track investment allocation against target sectors is by analyzing your current positions by sector and asset class. The Skill identifies concentration risks, compares current weights to your targets, and flags overweight or underweight positions.

How do I generate a performance report with Sharpe ratio and max drawdown?▼

To generate a performance report with Sharpe ratio and max drawdown, the Skill computes key metrics from your portfolio data. It calculates total returns across multiple timeframes, win rate, and profit factors, outputting a comprehensive performance summary.

Does the portfolio manager save my updated allocation state after rebalancing?▼

Yes, the portfolio manager saves your updated allocation state after rebalancing. It persists the modified portfolio data, including new positions and cash balances, directly to a local file at data/portfolio-state.json.

What investment data source do I need to connect for portfolio tracking?▼

You need to connect Alpaca MCP for live investment data, or provide a local data file at data/portfolio-state.json. The Skill reads holdings, current prices, and cash balances from these sources to compute performance metrics and allocations.