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PNWSkyHippy
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portfolio-manager

Fetch real-time Alpaca MCP portfolio data and generate rebalancing recommendations.

Updated Aug 23, 2026
Search Tags:#analysis#mcp#reporting#portfolio#risk#alpaca#rebalance
One-click install
npx skills add https://github.com/PNWSkyHippy/Trading_Bot_V2 --skill portfolio-manager-pnwskyhippy
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-manager
Source: https://github.com/PNWSkyHippy/Trading_Bot_V2/tree/main/claud-skills/skills/portfolio-manager
Command: npx skills add https://github.com/PNWSkyHippy/Trading_Bot_V2 --skill portfolio-manager-pnwskyhippy

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Portfolio analysis and rebalancing planning by integrating with Alpaca MCP Server to fetch real-time holdings, evaluate risk, diversification, and generate actionable reports.

Core Features & Use Cases

  • Fetch real-time portfolio data via Alpaca MCP Server
  • Analyze asset allocation, risk metrics, and diversification
  • Generate detailed portfolio analysis reports with rebalancing recommendations
  • Support for position-level insights and model portfolios for strategy guidance
  • Produce Markdown portfolio reports saved to a repository for audit and tracking

Quick Start

Analyze my portfolio now to generate a detailed report.

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 portfolio risk and asset allocation with Alpaca?▼

Portfolio analysis is performed by fetching real-time holdings from the Alpaca MCP Server to evaluate risk metrics, diversification, and asset allocation across stocks, bonds, and cash. It generates actionable rebalancing recommendations and detailed Markdown reports.

What is the best way to generate portfolio rebalancing recommendations automatically?▼

The best way to generate rebalancing recommendations is using the Alpaca MCP integration, which evaluates your real-time positions against diversification frameworks and risk metrics. It produces actionable rebalancing decisions and saves a Markdown report to your repository for tracking.

Can I use MCP integration to fetch real-time holdings for portfolio reporting?▼

Yes, you can fetch real-time portfolio data using the Alpaca MCP Server. This integration retrieves current holdings to support performance evaluation, position-level insights, and comprehensive portfolio analysis reporting directly within your environment.

Do I need the requests library to run portfolio analysis and risk assessments?▼

Yes, the requests library is required as a dependency to connect with the Alpaca MCP Server. It enables the Skill to fetch real-time portfolio data, calculate risk metrics, and generate rebalancing recommendations for your holdings.

How does portfolio diversification evaluation work across stocks, bonds, and cash?▼

Diversification evaluation works by analyzing your real-time Alpaca holdings to assess asset allocation frameworks across stocks, bonds, and cash. It calculates risk metrics and position-level insights to guide your rebalancing decisions and model portfolio strategies.

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