Connects to your Alpaca brokerage account through MCP and runs a complete portfolio analysis on your actual holdings. It pulls positions, calculates asset allocation across sectors and market caps, checks concentration risk, estimates portfolio beta, and flags correlation issues. Then it generates rebalancing recommendations based on diversification principles and risk metrics. The workflow is thorough, covering everything from sector weights to individual position評價, but you'll need the Alpaca MCP server configured first. Most useful when you want a systematic review of what you're holding rather than gut feel, especially if you've accumulated positions over time without a clear allocation strategy.
npx skills add https://github.com/tradermonty/claude-trading-skills --skill portfolio-manager