portfolio-manager-agent

Name: portfolio-manager-agent
Availability: InStock
Author: psh355q-ui

Community

Dynamic allocation and risk-aware rebalancing.

Finance & Accounting #portfolio management #diversification #allocation #risk-adjusted #rebalancing

Authorpsh355q-ui

Version1.0.0

Installs0

System Documentation

What problem does it solve?

Manages asset allocation, performs rebalancing, and ensures diversification aligned with market regime and risk tolerance.

Core Features & Use Cases

Asset Allocation Strategy: Dynamic allocations by regime (RISK_ON, RISK_OFF, TRANSITION).
Rebalancing Triggers: Deviations >5% prompt rebalancing.
Risk Metrics Monitoring: Beta, Sharpe, drawdown; sector limits.

Quick Start

Propose a rebalanced 70/20/10 allocation in a risk-on regime.

Dependency Matrix

Required Modules

None required

Components

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-agent
Download link: https://github.com/psh355q-ui/szdi57465yt/archive/main.zip#portfolio-manager-agent

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.

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