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 tradermonty/claude-trading-skills --skill portfolio-managernpx skills add tradermonty/claude-trading-skills --skill portfolio-manager -a claude-code -gnpx skills add tradermonty/claude-trading-skills --skill portfolio-manager -a codex -ggemini skills install https://github.com/tradermonty/claude-trading-skills.git --path skills/portfolio-managergh skill install tradermonty/claude-trading-skills portfolio-managergit clone --depth 1 https://github.com/tradermonty/claude-trading-skills /tmp/tradermonty__claude-trading-skills
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/tradermonty__claude-trading-skills/skills/portfolio-manager ~/.claude/skills/portfolio-manager # Claude Code
cp -R /tmp/tradermonty__claude-trading-skills/skills/portfolio-manager ~/.agents/skills/portfolio-manager # Codex, Cursor, Gemini CLI, Copilot, OpenCode