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.
Key Features
- Comprehensive skill evaluation and performance tracking
- Community-driven ratings and reviews
- Easy integration with Claude Code
- Regular updates and maintenance
Quick Start
TopRank Skills install nicepkg/portfolio-managerchat Comments (0)
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Skill Details
GitHub Stars
122
GitHub Forks
23
Created
Jan 2026
Last Updated
7个月前
documentation
documentation finance investment
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