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PatrickSUDO
PatrickSUDOCOMMUNITY
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portfolio-review

Fetch live brokerage positions and generate portfolio reports with sector allocation, P&L, options, and risk.

136|11|Updated May 31, 2026
Search Tags:#portfolio management#risk assessment#portfolio analysis#investment analysis#portfolio review
One-click install
npx skills add https://github.com/PatrickSUDO/fadacai-portfolio --skill portfolio-review-patricksudo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-review
Source: https://github.com/PatrickSUDO/fadacai-portfolio/tree/main/.agents/skills/portfolio-review
Command: npx skills add https://github.com/PatrickSUDO/fadacai-portfolio --skill portfolio-review-patricksudo

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires firstrade-server, yfinance-advanced, sec-edgar-mcp, fmp-mcp, technical-mcp, eodhd-mcp, polymarket-mcp, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill provides a comprehensive overview of the user's portfolio, including sector allocation, profit and loss analysis, options summary, and risk assessment, enabling informed investment decisions.

Core Features & Use Cases

  • Portfolio Review: Fetch live brokerage positions and generate detailed reports.
  • Sector Allocation: Classify each ticker into a sector and provide a sector allocation table.
  • P&L Analysis: Analyze the profit and loss of the portfolio.
  • Options Summary: Summarize each option position, including type, strike, expiry date, and current P&L.
  • Risk Assessment: Provide key alerts and risk assessment for the portfolio.
  • Use Case: For a user looking to review their portfolio and understand their investment performance and risk exposure.

Quick Start

Use the portfolio-review skill to generate a comprehensive portfolio report.

Frequently Asked Questions about portfolio-review

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

FAQPage Schema
How do I generate a comprehensive portfolio report with live brokerage positions?▼

A portfolio review fetches live brokerage positions to analyze sector allocation, P&L, options summaries, and risk exposure, providing a comprehensive overview for informed investment decisions.

How does risk assessment work for an investment portfolio?▼

Risk assessment evaluates your live brokerage positions to identify key alerts and risk exposure, classifying each ticker into sectors to provide a comprehensive overview of your investment portfolio.

Can I analyze sector allocation and P&L for my options positions?▼

Yes, you can analyze sector allocation and P&L for options positions. The Skill summarizes each option position including type, strike, expiry date, and current P&L alongside overall portfolio performance.

Do I need specific MCP servers to run portfolio analysis?▼

Yes, portfolio analysis requires access to brokerage data and various MCP servers including firstrade-server, yfinance-advanced, sec-edgar-mcp, fmp-mcp, technical-mcp, eodhd-mcp, and polymarket-mcp for real-time data.

What's the best way to review investment performance using real-time market data?▼

The best way to review investment performance is to fetch live brokerage positions and cross-reference them with real-time data from MCP servers to generate detailed P&L analysis and risk assessment reports.

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