portfolio-manager
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.
npx skills add BaggaT236/AI-Trading-Skills --skill portfolio-manager --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 ## Overview Analyze and manage investment portfolios by integrating with Alpaca MCP Server to fetch real-time holdings data, then performing comprehensive analysis covering asset allocation, diversification, risk metrics, individual position evaluation, and rebalancing recommendations. Generate detailed portfolio reports with actionable insights. This skill leverages Alpaca's brokerage API through MCP (Model Context Protocol) to access live portfolio data, ensuring analysis is based on actual current positions rather than manually entered data. ## When to Use Invoke this skill when the user requests: - "Analyze my portfolio" - "Review my current positions" - "What's my asset allocation?" - "Check my portfolio risk" - "Should I rebalance my portfolio?" - "Evaluate my holdings" - "Portfolio performance review" - "What stocks should I buy or sell?" - Any request involving portfolio-level analysis or management ## Prerequisites ### Alpaca MCP Server Setup This skill requires Alpaca MCP Server to be configured and connected. The MCP server provides access to: - Current portfolio positions - Account equity and buying power - Historical positions and transactions - Mar
- Overview
- When to Use
- Prerequisites
- Alpaca MCP Server Setup
- Workflow
- Step 1: Fetch Portfolio Data via Alpaca MCP or REST fallback
- Step 2: Enrich Position Data
- Step 3: Portfolio-Level Analysis
- Step 4: Individual Position Analysis
- Step 5: Rebalancing Recommendations
- Step 6: Generate Portfolio Report
- Step 7: Interactive Follow-up
- Analysis Frameworks
- Target Allocation Templates
What does the portfolio-manager skill do?
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.
How do I install it?
Run `npx skills add BaggaT236/AI-Trading-Skills --skill portfolio-manager --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 BaggaT236/AI-Trading-Skills, a repository with 118 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.