Backtest Expert
Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "beating…
Finance & Trading
tradermonty3.6k
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.
Install
Research and analysis tools, not financial advice. Some workflows use optional FMP, FINVIZ Elite or Alpaca accounts; the repo's five-skill starter path needs no API key. Open the repository
Run this in your project folder. It works with Claude Code, Cursor, Codex and dozens of other agents.
$ npx skills add tradermonty/claude-trading-skills --skill portfolio-managerNeeds Node.js. Add -g to install for every project, or -a claude-code to skip the agent picker.
How to use Portfolio Manager
Once it's installed, Claude reads this skill on its own whenever a request matches what it's for, so you don't have to mention it by name. In Claude Code you can also run it directly by typing /portfolio-manager.
It includes scripts that Claude may run on your computer, so skim them on GitHub before you install.
What the instructions cover
- 1Overview
- 2When to Use
- 3Prerequisites
- 4Workflow
- 5Analysis Frameworks
- 6Output Guidelines
- 7Resources
- 8Error Handling
- 9Advanced Features
- 10Example Queries
- 11Limitations and Disclaimers
Section headings from the skill's SKILL.md file.
What's inside · 21 files
- README.md
- SKILL.md
- assets/fictional_holdings.csv
- references/alpaca-mcp-setup.md
- references/asset-allocation.md
- references/csv-holdings-review.md
- references/diversification-principles.md
- references/portfolio-risk-metrics.md
- references/position-evaluation.md
- references/position-reconciliation.md
- references/rebalancing-strategies.md
- references/risk-profile-questionnaire.md
- references/target-allocations.md
- requirements.txt
- scripts/check_alpaca_connection.py
- scripts/reconcile_positions.py
- scripts/review_csv.py
- scripts/tests/conftest.py
- scripts/tests/test_check_alpaca_connection.py
- scripts/tests/test_reconcile_positions.py
- scripts/tests/test_review_csv.py
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