portfolio-manager
CommunityMaster your investments, optimize your portfolio.
Finance & Accounting#asset allocation#risk assessment#portfolio analysis#rebalancing#alpaca#investment management
AuthorFabio29T
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the complex and time-consuming process of analyzing your investment portfolio, providing actionable insights for better financial decision-making.
Core Features & Use Cases
- Comprehensive Analysis: Evaluates asset allocation, diversification, risk metrics, and individual position performance.
- Rebalancing Recommendations: Generates specific buy/sell actions to optimize your portfolio.
- Alpaca Integration: Seamlessly connects with Alpaca MCP Server for real-time data.
- Use Case: After a market event, ask Claude to "Analyze my portfolio" to get a detailed report on its health, identify risks, and receive clear instructions on how to rebalance for optimal performance.
Quick Start
Use the portfolio manager skill to analyze your current investment portfolio.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 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-manager Download link: https://github.com/Fabio29T/Trading-Skills/archive/main.zip#portfolio-manager Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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