Portfolio Manager

Connects to your Alpaca brokerage account through MCP and runs a complete portfolio analysis on your actual holdings. It pulls positions, calculates asset allocation across sectors and market caps, checks concentration risk, estimates portfolio beta, and flags correlation issues. Then it generates rebalancing recommendations based on diversification principles and risk metrics. The workflow is thorough, covering everything from sector weights to individual position評價, but you'll need the Alpaca MCP server configured first. Most useful when you want a systematic review of what you're holding rather than gut feel, especially if you've accumulated positions over time without a clear allocation strategy.

skills.sh installs: 4.1K
GitHub stars: 3.7K
last updated: Aug 21, 2026

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Install

$ npx -y skills add tradermonty/claude-trading-skills --skill portfolio-manager --agent claude-code

Installs into .claude/skills of the current project.

Files

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.

The full brokerage analysis uses Alpaca's API through MCP for live portfolio data. The portfolio-holdings-review workflow provides a limited offline allocation review from CSV or saved Alpaca positions JSON. It reports gross holdings weights and per-position unrealized P&L; account-wide risk analysis uses the full brokerage workflow.