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.
68
Quality
85%
Does it follow best practices?
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Securityby
Passed
No findings from the security scan
No security issues found
Scanned
- Repository
- tradermonty/claude-trading-skills
- Commit
62a1635
- Audited
- Security analysis
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