portfolio-manager SKILL.md skillA
portfolio-manager from tradermonty/claude-trading-skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add tradermonty/claude-trading-skills/portfolio-manager@git:20261107.6d98c9ePins git:20261107.6d98c9e in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- tradermonty/claude-trading-skills
- Path
skills/portfolio-manager/SKILL.md- Versions recorded
- 7
- Latest version
- git:20261107.6d98c9e, committed Nov 7, 2026
- First version recorded
- Jan 4, 2026
- Size
- 27,315 bytes
- Repository stars
- 3,682
- License
- MIT
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.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Portfolio Manager ## Overview Analyze and manage investment portfolios by integrating with Alpaca MCP Server to fetch real-time holdings data, then performing comprehensive analysis covering asset allocation, diversification, risk metrics, individual position evaluation, and rebalancing recommendations. Generate detailed portfolio reports with actionable insights. The full brokerage analysis uses Alpaca's API through MCP for live portfolio data. The `portfolio-holdings-review` workflow provides a limited offline allocation review from CSV or saved Alpaca positions JSON. It reports gross holdings weights and per-position unrealized P&L; account-wide risk analysis uses the full brokerage workflow. ## When to Use Invoke this skill when the user requests: - "Analyze my portfolio" - "Review my current positions" - "What's my asset allocation?" - "Check my portfolio risk" - "Should I rebalance my portfolio?" - "Evaluate my holdings" - "Portfolio performance review" - "What stocks should I buy or sell?" - Any request involving portfolio-level analysis or management ## Prerequisites ### Limited Offline CSV Review For a local USD equity holdings snapshot without credentials, read …
Read the whole file at its exact version.
How to install
mdr add tradermonty/claude-trading-skills/portfolio-manager@sha256:34c3184bae366212The line at the top of this page pins the label git:20261107.6d98c9e, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_pqk2wcxmtw6b5lwo)
4 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 7 versions of this file, between Jan 4, 2026 and Nov 7, 2026, about one every 51 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20261107.6d98c9e latest | 2026-11-07 | 6d98c9e | 27,315 B | A | view · diff |
| git:20261024.ccc7da5 | 2026-10-24 | ccc7da5 | 26,642 B | A | view · diff |
| git:20261010.10c39d2 | 2026-10-10 | 10c39d2 | 26,018 B | A | view · diff |
| git:20260725.74d997c | 2026-07-25 | 74d997c | 25,325 B | A | view · diff |
| git:20260620.c1e5f02 | 2026-06-20 | c1e5f02 | 24,640 B | A | view · diff |
| git:20260612.06a3995 | 2026-06-12 | 06a3995 | 23,793 B | A | view · diff |
| git:20260104.f90e822 | 2026-01-04 | f90e822 | 22,783 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (27315 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
tradermonty/claude-trading-skills · 3,682 stars · license MIT · pushed 2026-11-07 · 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/34c3184bae366212972beefc7d808ebdce19e80ede634c72b0b7c46eed2b4ab7
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.
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