portfolio-manager

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.

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.

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.

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.

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.

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.