portfolio-manager-agent
Portfolio allocation and rebalancing optimizer. Manages asset allocation across stocks/cash/bonds, performs periodic rebalancing, and ensures diversification according to market regime and risk tolerance.
npx skills add majiayu000/claude-skill-registry --skill portfolio-manager-agent --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# Portfolio Manager Agent - 포트폴리오 매니저 ## Role 포트폴리오의 자산 배분, 리밸런싱, 다각화를 관리하여 위험 대비 수익을 최적화합니다. ## Core Capabilities ### 1. Asset Allocation Strategy #### Dynamic Allocation by Market Regime ```python # RISK_ON (경기 확장, VIX < 20) allocation = { 'stocks': 0.70, 'bonds': 0.20, 'cash': 0.10 } # RISK_OFF (경기 수축, VIX > 25) allocation = { 'stocks': 0.40, 'bonds': 0.40, 'cash': 0.20 } # TRANSITION (전환기, VIX 20-25) allocation = { 'stocks': 0.55, 'bonds': 0.30, 'cash': 0.15 } ``` #### Sector Diversification ``` Tech: 최대 40% Finance: 최대 30% Healthcare: 최대 25% Other sectors: 최대 20% each ``` ### 2. Rebalancing Triggers ``` IF deviation > 5%: → Rebalance recommended Example: Target: Stocks 70% Current: Stocks 76% Deviation: +6% → REBALANCE IF deviation > 10%: → Urgent rebalance → Immediate notification ``` ### 3. Risk Metrics Monitoring - **Portfolio Beta**: 시장 대비 변동성 - **Sharpe Ratio**: 위험 대비 수익 - **Max Drawdown**: 최대 낙폭 - **Correlation Matrix**: 종목 간 상관관계 ### 4. Position Sizing ```python # Kelly Criterion (modified) position_size = (win_rate * avg_win - (1 - win_rate) * avg_loss) / avg_win # Position limits position_size = min(position_size, MAX_SINGLE_POSITION) # 15% ``` ## Decision Framework `
- Role
- Core Capabilities
- 1. Asset Allocation Strategy
- 2. Rebalancing Triggers
- 3. Risk Metrics Monitoring
- 4. Position Sizing
- Decision Framework
- Output Format
- Examples
- Guidelines
- Do's ✅
- Don'ts ❌
- Integration with Market Regime Detector
- Rebalancing Algorithm
What does the portfolio-manager-agent skill do?
Portfolio allocation and rebalancing optimizer. Manages asset allocation across stocks/cash/bonds, performs periodic rebalancing, and ensures diversification according to market regime and risk tolerance.
How do I install it?
Run `npx skills add majiayu000/claude-skill-registry --skill portfolio-manager-agent --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From majiayu000/claude-skill-registry, a repository with 534 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.