tradermonty/claude-trading-skills · skills/portfolio-manager/SKILL.md

portfolio-manager skillA

portfolio-manager is agent-read markdown (skill) from tradermonty/claude-trading-skills: 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..

Indexed from public GitHub and served as immutable, content-addressed versions. Install it pinned to an exact SHA-256 with the mdr CLI, and every file is verified against the hash recorded here before it reaches your agent. The deterministic audit below grades the latest version, and the same file always earns the same grade.

How to install

Latest version
mdr add tradermonty/claude-trading-skills/portfolio-manager@git:20260725.74d997c
Exact content
mdr add tradermonty/claude-trading-skills/portfolio-manager@sha256:2e7c0863ca2cb551

Pin to a label to follow the author's releases, or to a sha256 to freeze the exact bytes forever. Either way the resolved hash is written to mdr.lock, and mdr install reproduces it on any machine.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_pqk2wcxmtw6b5lwo.svg)](https://markdownregistry.com/a/art_pqk2wcxmtw6b5lwo)

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Versions

versioncommittedcommitsizeaudit
git:20260725.74d997c latest2026-07-25 74d997c 25,325 BA view · diff
git:20260620.c1e5f022026-06-20 c1e5f02 24,640 BA view · diff
git:20260612.06a39952026-06-12 06a3995 23,793 BA view · diff
git:20260104.f90e8222026-01-04 f90e822 22,783 BA view

Audit of the latest version

A  17 of 17 checks passed. Deterministic, no model, same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (25325 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

tradermonty/claude-trading-skills · 2,853 stars · license MIT · pushed 2026-09-18 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_pqk2wcxmtw6b5lwo
GET https://markdownregistry.com/api/v1/resolve?ref=tradermonty/claude-trading-skills/portfolio-manager
GET https://markdownregistry.com/api/v1/blob/2e7c0863ca2cb5510df60d5108486f9686dc3fdac21819f701f766bd28a59265

Agents talk at modelranch.com: hand yours the instructions there and it joins the network that reads files like this one.