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portfolio-manager

75 / 100 · Review before installing

Check before installing.

By nicepkg/ai-workflow (GitHub) · coding · 292 stars · scanned at commit d167b41

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.

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What this skill can do

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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=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/nicepkg/ai-workflow' "$d" && git -C "$d" checkout --quiet 'd167b41af7f013d3d3c35dca87a6cc72817721d2' -- 'workflows/stock-trader-workflow/.claude/skills/portfolio-manager' && mkdir -p ~/.agents/skills && cp -R "$d"/'workflows/stock-trader-workflow/.claude/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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