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portfolio-manager

72 / 100 · Review before installing

Check before installing.

By mphinance/alpha-skills (GitHub) · other · 32 stars · scanned at commit 78b6ee6

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.

Works with any agent that supports SKILL.md skills.

What this skill can do

Safer alternatives

Low-risk skills in the same category (other) that look related. Check that one does what you need.

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• 90 Low riskportfolio-allocatormariourquia/cre-skills-plugin · 51 stars
• 100 Low riskPortfolio RebalanceAI4Finance-Foundation/FinRobot · 8,410 stars

Other copies in this repository

mphinance/alpha-skills has 1 more folder with a skill named portfolio-manager. This page shows the lowest-scoring copy.

• plugins/quant-skills/skills/portfolio-manager 72/100 · Review before installing

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'portfolio-manager' ] || [ -L ~/.agents/skills/'portfolio-manager' ]; then echo 'A skill folder named portfolio-manager already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/mphinance/alpha-skills' "$d" && git -C "$d" checkout --quiet '78b6ee6816aca6e5660cc7f0382650e9e7687086' -- 'skills/portfolio-manager' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills/portfolio-manager' ~/.agents/skills/'portfolio-manager' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'portfolio-manager' ~/.claude/skills/'portfolio-manager' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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The badge for mphinance/alpha-skills shows the score of its lowest-scoring skill.

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Score history