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Portfolio Manager

Listed
tradermonty·vlatest·data·MIT

This Portfolio Manager skill analyzes your investments & suggests optimal asset allocations for growth and risk management.

Repository

Install on your platform

Showing Claude Code. One command installs this skill into any of the agents below.

  1. 1

    Run this in your project

    terminal
    $ npx skills add tradermonty/claude-trading-skills --skill portfolio-manager -a claude-code

  2. Uses the open-source skills CLI and needs Node.js. Add -g to install it for your user instead of this project.

What we know about this skill

Publisher

tradermonty

Taken from the source listing. We haven't verified who controls this account.

Install target

Live repository

Not pinned. Installing fetches whatever the repository holds at the time you run the command.

No human has reviewed this code. The checks below are a static scan of the files at one commit — nobody has run this skill or judged whether it works. A skill runs with whatever access you give your agent, so read the source before you install it.

Automated safety checks

scanned

This skill failed 1 of 6 checks. A failure is not proof of bad intent; it means something in the code needs a human to look at it before you run it.

  • No undeclared network calls: failed

    Contacts 4 hosts that are neither well-known infrastructure nor declared in the skill's frontmatter: api.alpaca.markets, data.alpaca.markets, paper-api.alpaca.markets, status.alpaca.markets.

    Every host the skill dials — from its scripts, its config endpoints or the commands it tells the agent to run — is either well-known package and API infrastructure or declared in its own frontmatter. Links in documentation are not counted.

    Hosts contacted

    paper-api.alpaca.marketsundeclaredapi.alpaca.marketsundeclareddata.alpaca.marketsundeclaredstatus.alpaca.marketsundeclared

    What it found (3 of 6)

    • skills/portfolio-manager/scripts/check_alpaca_connection.py:55contacts paper-api.alpaca.markets
      return "https://paper-api.alpaca.markets"
    • skills/portfolio-manager/scripts/tests/test_check_alpaca_connection.py:68contacts paper-api.alpaca.markets
      assert alpaca.get_base_url(True) == "https://paper-api.alpaca.markets"
    • skills/portfolio-manager/scripts/check_alpaca_connection.py:56contacts api.alpaca.markets
      return "https://api.alpaca.markets"

  • Declares what it does: passed

    SKILL.md parses and declares a name and a description.

    SKILL.md exists, its frontmatter parses, and it declares a name and a description.

  • No obfuscated payloads: passed

    No encoded or obfuscated payloads.

    No base64, hex or compressed blob is decoded and then executed, and no encoded shell commands.

  • No credential access: passed

    Reads no keys, tokens, keychains or credential files.

    Neither the code nor the SKILL.md instructions read SSH keys, cloud credentials, keychains, token stores, browser cookie databases or dotfiles that hold secrets.

  • No pipe-to-shell installers: passed

    No pipe-to-shell or download-and-run installers.

    No `curl … | sh` pattern, in the code or in the instructions, that runs code fetched at run time.

  • Pinned to a commit: passed

    Scanned tradermonty/claude-trading-skills at fac23bed61.

    The exact upstream commit SHA that was scanned is recorded, so the result refers to specific bytes.

Commit
fac23bed61
Manifest
skills/portfolio-manager/SKILL.md
Scanned
17 files, 6,597 lines
This is a static scan, not a review. It reads the skill's files; it does not run them, and it cannot tell you whether the skill is any good or whether the code does what its description says. A skill runs with whatever access you give your agent.
What each check looks for →

About this skill

What it does

This skill allows AI agents to manage and track investment portfolios. It can calculate portfolio performance, analyze asset allocation, and generate reports based on user-defined criteria. The agent can also simulate trades and provide insights into potential risks and rewards.

When to use it

  • Performance Review: Analyze the current state of an existing investment portfolio and identify areas for improvement.
  • Scenario Planning: Simulate different market conditions to assess how a portfolio would perform under various economic scenarios.
  • Asset Allocation Optimization: Determine the optimal mix of assets within a portfolio based on risk tolerance and financial goals.
  • Trade Evaluation: Evaluate potential trades by projecting their impact on overall portfolio performance.

Key capabilities

  • Portfolio Performance Calculation
  • Asset Allocation Analysis
  • Report Generation
  • Trade Simulation

Example prompts

  • "Analyze my current portfolio and suggest adjustments to improve risk-adjusted returns."
  • "Simulate the effect of a 10% market downturn on my portfolio's value."
  • "Generate a report showing my portfolio’s asset allocation by sector."

Tips & gotchas

The skill requires accurate initial data about holdings and their values to function correctly. Ensure you provide complete and up-to-date information for reliable results.