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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.

Install

npx skills add BaggaT236/AI-Trading-Skills --skill portfolio-manager -a claude-code

Installs to .claude/skills/portfolio-manager/ · Each command fetches the skill straight from GitHub with the open skills CLI.

Download .zip

Byte-identical to the scanned commit, with the repository’s licence and a SOURCE.txt.

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Safety checks on SKILL.md

  • Ships scripts we have not reviewedLow

Why 76

Security85
Provenance66
Maintenance85
Licence100
Adoption37

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