trade-portfolio
CommunityComprehensive portfolio analysis and rebalancing.
Authorzubair-trabzada
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Helps investors quickly understand how holdings align with benchmarks, exposes concentration and risk, and provides actionable rebalancing recommendations to optimize portfolio outcomes.
Core Features & Use Cases
- Sector allocation vs SPY benchmark with geographic exposure, concentration risk (HHI), and beta-weighted portfolio delta.
- Dividend/income analysis, risk assessment, and scenario-based rebalancing suggestions for diversified portfolios.
- Use cases include evaluating a 5-10 holding portfolio or auditing automated strategies for risk, yield, and diversification.
Quick Start
Use trade portfolio to generate a full portfolio health and rebalancing report with your current holdings.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: trade-portfolio Download link: https://github.com/zubair-trabzada/ai-trading-hermes/archive/main.zip#trade-portfolio Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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