Software Development
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.
- Publisher / source
- tradermonty/claude-trading-skills (found on skills.sh)
- Upstream record
- tradermonty/claude-trading-skills
- Version
- Version 3
- Published
- Publication review
- Approved for publication
- Content fingerprint
82b6888a6485ad03e3e1932183d633a0eefe909144fc92bb84761d1d76be1a3c