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.

Quality

85%

Does it follow best practices?

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Securityby

Passed

No findings from the security scan

Quality

Content

70%

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

The body offers a well-structured, validated workflow with excellent progressive disclosure into real reference files. Its weaknesses are verbosity (redundant example queries) and template-style output blocks that are not directly executable.

Suggestions

Remove or consolidate the 'Example Queries' section, which duplicates the 'When to Use' list and the description triggers — keep triggers in one place.

Replace placeholder-laden output templates with one concrete worked example (real symbols/values) and reference the rest, reducing token weight while preserving actionability.

Move the long per-step markdown output-format templates into a reference file and link to it, keeping SKILL.md as a lean overview.

Dimension	Reasoning	Score
Conciseness	The ~770-line body is mostly efficient actionable content but includes redundant material — the 'Example Queries' section largely duplicates the 'When to Use' list and the description triggers — and verbose output templates that could be tightened. Not 3 because of this padding; not 1 because it avoids explaining concepts Claude already knows.	2 / 3
Actionability	Provides concrete MCP tool names, real REST endpoints with headers/env vars, and specific thresholds (10-15% concentration, 30-40% sector), but the code blocks are template shells with XX% / [SYMBOL] placeholders rather than copy-paste-ready executable code. Not 3 because the runnable surface is mixed with pseudocode-style templates.	2 / 3
Workflow Clarity	A clearly sequenced 7-step workflow (Fetch → Enrich → Portfolio Analysis → Position Analysis → Rebalancing → Report → Follow-up) with an explicit Data Validation subsection in Step 1 and a dedicated Error Handling section providing recovery guidance. Not 2 because validation checkpoints and recovery paths are present rather than implicit.	3 / 3
Progressive Disclosure	Eight reference files are listed in a dedicated 'Reference Files' section with When/Contains metadata and inline 'Read references/X.md' calls at relevant steps; all referenced paths are real, one level deep, and clearly signaled. Not 2 because navigation is explicit and references are not deeply nested.	3 / 3
	Total	10 / 12 Passed

Description

100%

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

The description is strong: concrete actions, explicit trigger guidance, and a distinct brokerage-portfolio niche. It cleanly answers both what the skill does and when to invoke it.

Dimension	Reasoning	Score
Specificity	Lists multiple concrete actions — 'fetch holdings and positions', 'analyze asset allocation, risk metrics, individual stock positions, diversification', and 'generate rebalancing recommendations' — matching the multi-action anchor.	3 / 3
Completeness	Explicitly answers both what (the analysis/fetch/rebalancing actions) and when via the 'Use when user requests...' clause. Would be capped at 2 only if the trigger clause were missing, which it is not.	3 / 3
Trigger Term Quality	'portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account' covers natural phrases a user would actually say. Not the level below because coverage is broad rather than missing common variations.	3 / 3
Distinctiveness Conflict Risk	The Alpaca MCP Server + brokerage-account framing carves a clear niche unlikely to trigger for unrelated skills. Not 2 because the triggers are specific rather than broadly overlapping.	3 / 3
	Total	12 / 12 Passed

Validation

87%

Warnings & errors only

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 14 / 16 Passed

Validation for skill structure

Criteria	Description	Result
skill_md_line_count	SKILL.md is long (772 lines); consider splitting into references/ and linking	Warning
referenced_paths_exist	Referenced path issues: 1 missing	Warning

	Total	14 / 16 Passed

Repository: tradermonty/claude-trading-skills
Path: skills/portfolio-manager/SKILL.md
Commit: 62a1635

Reviewed: 5 days ago

Table of Contents

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