Portfolio Manager
tradermonty/claude-trading-skillsManaging your investment portfolio can be complex. This skill helps you by connecting to your Alpaca brokerage account to pull your real-time holdings. It then analyzes your asset allocation, risk metrics, and individual stock positions. You get clear rebalancing recommendations to keep your portfolio on track.
The skill uses the Alpaca MCP Server to get live portfolio data. This means the analysis is based on your actual current positions, not guesses. You do not need to enter any numbers manually.
Whether you are a new investor or experienced trader, this skill gives you actionable insights for better decisions. Use it for portfolio reviews, position analysis, or risk assessment.
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