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 服务器集成进行全面的投资组合分析，获取持仓和仓位，然后分析资产配置、风险指标、个股仓位、多元化，并生成再平衡建议。当用户请求为其经纪账户进行投资组合审查、头寸分析、风险评估、绩效评估或重新平衡建议时使用。 来源：tradermonty/claude-trading-skills。

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