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.

This skill leverages Alpaca's brokerage API through MCP (Model Context Protocol) to access live portfolio data, ensuring analysis is based on actual current positions rather than manually entered data.

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?"