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.
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New here? These commands run inside Claude Code, Anthropic's terminal-based coding assistant — not your regular shell. Open a terminal, type claude to start a session, then paste the two lines below inside it.
npx skills add tradermonty/claude-trading-skills --skill "portfolio-manager" -a claude-code -g -yPaste into a Claude Code session. This only adds/installs the plugin — nothing runs automatically.
O, si ya vinculaste skillcat-sync, envíalo directamente — te pedirá confirmar antes de tocar nada.
This listing is sourced from tradermonty/claude-trading-skills. The security badge above comes from a third-party audit (skills.sh) — we haven't independently executed or reviewed this code ourselves. Review the source before installing.
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