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portfolio-manager
@tradermonty/claude-trading-skills4
0
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 Skill
1Download skill
2Enable skills in Claude
Open claude.ai/settings/capabilities and find the "Skills" section
3Upload to Claude
Click "Upload skill" and select the downloaded ZIP file
Note: Please verify skill by going through its instructions before using it.