Portfolio Manager

Name: Portfolio Manager
Author: tradermonty

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by tradermonty · vlatest · Repository

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

Install on your platform

We auto-selected Claude Code based on this skill’s supported platforms.

Run in terminal (recommended)

terminal

claude mcp add portfolio-manager npx -- -y @trustedskills/portfolio-manager

Or manually add to ~/.claude/settings.json

~/.claude/settings.json

{
  "mcpServers": {
    "portfolio-manager": {
      "command": "npx",
      "args": [
        "-y",
        "@trustedskills/portfolio-manager"
      ]
    }
  }
}

Requires Claude Code (claude CLI). Run claude --version to verify your install.

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.

View Repository →

TrustedSkills Verification

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Security Audits

Gen Agent Trust Hub	Pass
Socket	Pass
Snyk	Pass

Details

Version: vlatest
License
Author: tradermonty
Installs: 0

Repository (canonical source) →

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Passed automated security scans.