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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.

tradermonty
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tradermonty
更新於 3/10/2026
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quick start

Installation and usage

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.

安裝
$ install --globalskills.sh
使用

安裝後,您可以透過在終端機執行以下指令來使用此技能:

skills use portfolio-manager