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. A separate limited CSV allocation review is available offline; it does not provide the full brokerage analysis or 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 references/csv-holdings-review.md and run scripts/review_csv.py with an explicit source timestamp. Use the bundled fictional CSV to verify offline execution. This produces gross allocation and per-position unrealized P&L only; it cannot measure account exposure, leverage or historical performance. Keep personal holdings and reports local. Do not fetch brokerage data or continue the full workflow for this limited mode. Navigator/workflow integration remains unshipped.

Alpaca MCP Server Setup (Full Brokerage Analysis)

The full brokerage analysis requires Alpaca MCP Server to be configured and connected. The MCP server provides access to:

• Current portfolio positions
• Account equity and buying power
• Historical positions and transactions
• Market data for held securities