Agent skill · business finance · tradermonty
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.
Why this skill is useful
Adds executable scripts for portfolio analysis and rebalancing recommendations based on real-time data from Alpaca MCP Server.
What it needs
Requires python installed locally. Requires alpaca account access. About 11k tokens when loaded. Last updated 2026-08-06. 2,581 stars on the source repository.
What this skill does
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 Market data for held securities MCP Server Tools Used: getaccountinfo - Fetch account equity, buying power, cash balance getpositions - Retrieve all current positions with quantities, cost basis, market value getportfoliohistory - Historical portfolio performance data Market data tools for price quotes and fundamentals If Alpaca MCP Server is not connected, inform the user and provide setup instructions from references/alpaca-mcp-setup.md. REST Fallback Connection Check Run the connection check from the repository root. Use paper credentials first; never paste credentials into a report or commit them to the repository. The command writes a redacted diagnostic summary to stdout and returns zero only when the account and positions endpoints succeed. It does not create a report file or place orders. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills tradermonty/portfolio-manager