saga-portfolio-manager
CommunityOptimize and balance your investment portfolio.
Finance & Accounting#risk management#asset allocation#portfolio management#cryptocurrency#rebalancing#performance attribution
Authormonkey1sai
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill manages investment portfolios by ensuring assets are allocated according to target percentages, monitoring for deviations, and executing rebalancing actions to maintain optimal risk and return.
Core Features & Use Cases
- Asset Allocation: Manages target percentages for different asset classes (e.g., BTC, Stablecoins, Stars Reserve).
- Rebalancing: Automatically identifies and executes buy/sell orders when asset weights deviate from targets.
- Risk Monitoring: Tracks inter-asset correlations to suggest diversification.
- Performance Attribution: Analyzes the sources of portfolio returns (allocation, selection, interaction).
- Use Case: Automatically rebalance your crypto portfolio daily to ensure BTC does not exceed 35% of the total value if the target is 30%.
Quick Start
Use the saga-portfolio-manager skill to rebalance the current investment portfolio.
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: saga-portfolio-manager Download link: https://github.com/monkey1sai/jacks_happy_bots/archive/main.zip#saga-portfolio-manager Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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