portfolio-management
CommunitySystematize trading plans and portfolio reviews.
Authorakbarmridho
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill provides a structured framework to organize trading plans, track positions, and log sessions, reducing manual planning and cognitive load.
Core Features & Use Cases
- Structured trading plans with thesis, risk, and targets stored in memory/symbols.
- Memory-backed notes for positions (memory/notes/portfolio.md) and watchlists with triggers.
- Built-in rules (50:30:10, 1% risk per trade, stop-loss frameworks) to enforce disciplined capital management.
- Session logging and weekly/monthly reviews to monitor progress and adjust strategy.
Quick Start
Example: Create a new trading plan for AAPL in memory/symbols/AAPL.md with an initial thesis, risk parameters, and entry/exit rules.
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-management Download link: https://github.com/akbarmridho/personal-server/archive/main.zip#portfolio-management Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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