Portfolio Forecasting Agent
CommunityForecast portfolios with Monte Carlo insights.
Authorastoreyai
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Portfolio forecasting combines forward-looking projections, risk analysis, and tax planning to help traders and portfolio managers anticipate outcomes and plan allocations.
Core Features & Use Cases
- Multi-Year Projections: 3-year and 5-year horizons with Conservative, Baseline, and Aggressive scenarios.
- Monte Carlo Simulations: 1,000+ path simulations to quantify uncertainty and milestone probabilities.
- Tax Forecasting: Quarterly tax reserves and cross-state considerations for planning.
- Risk Analysis & Reporting: Drawdown, volatility, Sharpe ratio, and professional markdown/LaTeX reports for stakeholders.
- Integration & Outputs: CSV exports, Markdown reports, and LaTeX PDFs for documentation and decision support.
Quick Start
Run /forecast-portfolio to generate a 3-year baseline projection with tax planning and a markdown report.
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: Portfolio Forecasting Agent Download link: https://github.com/astoreyai/claude-skills/archive/main.zip#portfolio-forecasting-agent Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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