portfolio-manager

SKILL.md

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.

This skill requires Alpaca MCP Server to be configured and connected. The MCP server provides access to:

使用 Alpaca MCP 服務器集成進行全面的投資組合分析，獲取持倉和倉位，然後分析資產配置、風險指標、個股倉位、多元化，並生成再平衡建議。當用戶請求為其經紀賬戶進行投資組合審查、頭寸分析、風險評估、績效評估或重新平衡建議時使用。 來源：tradermonty/claude-trading-skills。

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