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
Install / Use
npx skills add tradermonty/claude-trading-skills --skill portfolio-managerInstalls into whichever agent you are using.
SKILL.md
Installable skill definition
Quality Score
Category
Development & EngineeringSupported Platforms
Our assessment of portfolio-manager
portfolio-manager scores 86/100 on our quality scale, 1358th of 3,168 Development & Engineering skills we index (top 43%).
We have not analysed the SKILL.md file itself yet, so the content part of this score is an estimate until our crawler reaches it.
With 2,885 GitHub stars, it is one of the more widely adopted skills in the catalogue.
Maintenance, license and trust
- The repository was last updated 4 days ago, so portfolio-manager is actively maintained.
- It is released under the MIT license, a permissive license that allows use, modification and commercial use with attribution.
- Its trust signals score 100/100, with no cautions. These come from repository metadata, not a code audit — read the skill file before letting an agent act on it.
portfolio-manager compared with similar skills
All 4 of these similar skills score higher than portfolio-manager; compare them before choosing.
| Skill | Score | Stars | Updated | Format |
|---|---|---|---|---|
| portfolio-manager (this skill)by tradermonty | 86 | 2.9k | 4d ago | SKILL.md |
| Agent-Reachby Panniantong | 100 | 85.9k | 13d ago | CLAUDE.md |
| headroomby headroomlabs-ai | 100 | 74.0k | 1d ago | CLAUDE.md |
| rufloby ruvnet | 100 | 73.4k | today | CLAUDE.md |
| CowAgentby zhayujie | 100 | 47.1k | today | CLAUDE.md |
Frequently asked questions
- How do I install portfolio-manager?
- Run
npx skills add tradermonty/claude-trading-skills --skill portfolio-manager. The install tabs above show the steps for each supported agent. - Which AI agents does portfolio-manager work with?
- It is written for Universal, as a SKILL.md file. Other agents that read the same format can often use it too.
- Is portfolio-manager safe to use?
- It is MIT-licensed and scores 100/100 on trust signals. Skills are instructions an agent will follow, so read the file before installing it and do not approve commands you do not understand.
- Is portfolio-manager still maintained?
- The repository was last updated 4 days ago, so portfolio-manager is actively maintained.
Related Skills
Agent-Reach
85.9kGive your AI agent eyes to see the entire internet. Read & search Twitter, Reddit, YouTube, GitHub, Bilibili, XiaoHongShu — one CLI, zero API fees.
headroom
74.0kCompress tool outputs, logs, files, and RAG chunks before they reach the LLM. 20% fewer tokens for coding agents, 60-95% fewer tokens for JSON, same answers. Library, proxy, MCP server.
ruflo
73.4k🌊 The original agent harness. Deploy intelligent multi-player swarms, coordinate autonomous workflows, and build conversational AI systems. Features adaptive memory, self-learning intelligence, federation, vector RAG integration, and native Claude Code / Codex / Hermes and many more Integrated
CowAgent
47.1kOpen-source super AI assistant & Agent Harness. Plans tasks, runs tools and skills, self-evolves with memory and knowledge. Multi-agent, multi-model, multi-channel. Lightweight, extensible, one-line install.
Languages
Trust signals
From repository metadata: license, adoption, age and documentation. Not a code audit — see the Safety scan above for what the skill file itself contains.