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tradermonty/gestionnaire-portefeuille

Analyse complète de portefeuille en utilisant l'intégration du serveur Alpaca MCP pour récupérer les avoirs et positions, puis analyser l'allocation d'actifs, les indicateurs de risque, les positions individuelles en actions, la diversification et générer des recommandations de rééquilibrage. À utiliser lorsque l'utilisateur demande une revue de portefeuille, une analyse de position, une évaluation des risques, une évaluation de performance ou des suggestions de rééquilibrage pour son compte de courtage.

Qu'est-ce que gestionnaire-portefeuille ?

Cette compétence d'agent IA, **tradermonty/gestionnaire-portefeuille**, est conçue pour effectuer une analyse approfondie de portefeuille d'investissement. Elle s'intègre au serveur Alpaca MCP pour récupérer les données réelles du compte de courtage d'un utilisateur, telles que les avoirs et positions. Une fois les données obtenues, la compétence analyse l'allocation d'actifs, calcule des indicateurs de risque comme le bêta et la concentration, examine les positions individuelles en actions et évalue la diversification globale du portefeuille. Enfin, elle génère des recommandations de rééquilibrage actionnables pour aider l'utilisateur à optimiser son allocation et atténuer les risques. Très utile sur les plateformes prenant en charge les agents de codage comme Claude Code, Cursor et Codex, cette compétence offre une solution automatisée de gestion de portefeuille sans quitter l'environnement de développement.

Compatible avec~Claude Code~Codex CLI~Cursor
npx skills add https://github.com/tradermonty/claude-trading-skills/tree/main/skills/portfolio-manager

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Documentation

Que fait gestionnaire-portefeuille ?

Analyse complète de portefeuille en utilisant l'intégration du serveur Alpaca MCP pour récupérer les avoirs et positions, puis analyser l'allocation d'actifs, les indicateurs de risque, les positions individuelles en actions, la diversification et générer des recommandations de rééquilibrage. À utiliser lorsque l'utilisateur demande une revue de portefeuille, une analyse de position, une évaluation des risques, une évaluation de performance ou des suggestions de rééquilibrage pour son compte de courtage.

Individual skills in this repo

This repo contains 14 individual skills — each has its own dedicated page.

tradermonty/backtest-expert

Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "beating ideas to death" methodology, parameter robustness testing, slippage modeling, bias prevention, and interpreting backtest results. Applicable when user asks about backtesting, strategy validation, robustness testing, avoiding overfitting, or systematic trading development.

tradermonty/market-environment-analysis

Comprehensive market environment analysis and reporting tool. Analyzes global markets including US, European, Asian markets, forex, commodities, and economic indicators. Provides risk-on/risk-off assessment, sector analysis, and technical indicator interpretation. Triggers on keywords like market analysis, market environment, global markets, trading environment, market conditions, investment climate, market sentiment, forex analysis, stock market analysis, 相場環境, 市場分析, マーケット状況, 投資環境.

tradermonty/market-news-analyst

This skill should be used when analyzing recent market-moving news events and their impact on equity markets and commodities. Use this skill when the user requests analysis of major financial news from the past 10 days, wants to understand market reactions to monetary policy decisions (FOMC, ECB, BOJ), needs assessment of geopolitical events' impact on commodities, or requires comprehensive review of earnings announcements from mega-cap stocks. The skill automatically collects news using WebSearch/WebFetch tools and produces impact-ranked analysis reports. All analysis thinking and output are conducted in English.

tradermonty/options-strategy-advisor

Options trading strategy analysis and simulation tool. Provides theoretical pricing using Black-Scholes model, Greeks calculation, strategy P/L simulation, and risk management guidance. Use when user requests options strategy analysis, covered calls, protective puts, spreads, iron condors, earnings plays, or options risk management. Includes volatility analysis, position sizing, and earnings-based strategy recommendations. Educational focus with practical trade simulation.

tradermonty/scenario-analyzer

Skill that analyzes 18-month scenarios from a news headline. Runs the primary analysis with the scenario-analyst agent and obtains a second opinion with the strategy-reviewer agent. Generates a comprehensive English report covering 1st/2nd/3rd-order impacts, recommended stocks, and a critical review. Example: /scenario-analyzer "Fed raises rates by 50bp" Triggers: news analysis, scenario analysis, 18-month outlook, medium-to-long-term investment strategy

tradermonty/sector-analyst

This skill should be used when analyzing sector rotation patterns and market cycle positioning. It fetches sector uptrend data from CSV (no API key required) and optionally accepts chart images for supplementary analysis. Use this skill when the user requests sector rotation analysis, cyclical vs defensive assessment, overbought/oversold identification, or market cycle phase estimation. All analysis and output are conducted in English.

tradermonty/signal-postmortem

Record and analyze post-trade outcomes for signals generated by edge pipeline and other skills. Track false positives, missed opportunities, and regime mismatches. Feed results back to edge-signal-aggregator weights and skill improvement backlog.

tradermonty/skill-designer

Design new Claude skills from structured idea specifications. Use when the skill auto-generation pipeline needs to produce a Claude CLI prompt that creates a complete skill directory (SKILL.md, references, scripts, tests) following repository conventions.

tradermonty/skill-idea-miner

Mine Claude Code session logs for skill idea candidates. Use when running the weekly skill generation pipeline to extract, score, and backlog new skill ideas from recent coding sessions.

tradermonty/theme-detector

Detect and analyze trending market themes across sectors. Use when user asks about current market themes, trending sectors, sector rotation, thematic investing, what themes are hot or cold, or wants to identify bullish and bearish market narratives with lifecycle analysis.

tradermonty/uptrend-analyzer

Analyzes market breadth using Monty's Uptrend Ratio Dashboard data to diagnose the current market environment. Generates a 0-100 composite score from 5 components (breadth, sector participation, rotation, momentum, historical context). Use when asking about market breadth, uptrend ratios, or whether the market environment supports equity exposure. No API key required.

tradermonty/us-stock-analysis

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.

tradermonty/value-dividend-screener

Screen US stocks for high-quality dividend opportunities combining value characteristics (P/E ratio under 20, P/B ratio under 2), attractive yields (3% or higher), and consistent growth (dividend/revenue/EPS trending up over 3 years). Supports two-stage screening using FINVIZ Elite API for efficient pre-filtering followed by FMP API for detailed analysis. Use when user requests dividend stock screening, income portfolio ideas, or quality value stocks with strong fundamentals.

tradermonty/vcp-screener

Screen S&P 500 stocks for Mark Minervini's Volatility Contraction Pattern (VCP) and detect historical VCPs in a single ticker's price path. Identifies Stage 2 uptrend stocks forming tight bases with contracting volatility near breakout pivot points; in historical single-ticker mode walks a multi-year history and emits every VCP that formed with forward-outcome stats (breakout / stop-hit / timeout). Use when user requests VCP screening, Minervini-style setups, tight base patterns, volatility contraction breakout candidates, Stage 2 momentum stock scanning, or historical VCP pattern study on a specific ticker (e.g. FIX, TSLA).

Skills associés

affaan-m/uspto-database

USPTO patent and trademark data workflow for official record lookup, PatentSearch queries, TSDR checks, assignment data, and reproducible IP research logs.

community

affaan-m/scholar-evaluation

Structured scholarly-work evaluation for papers, proposals, literature reviews, methods sections, evidence quality, citation support, and research-writing feedback.

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affaan-m/literature-review

Systematic literature-review workflow for academic, biomedical, technical, and scientific topics, including search planning, source screening, synthesis, citation checks, and evidence logging.

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affaan-m/everything-claude-code

The agent harness performance optimization system. Skills, instincts, memory, security, and research-first development for Claude Code, Codex, Opencode, Cursor and beyond.

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forrestchang/andrej-karpathy-skills

Agent skill repository discovered by 10x-chat research.

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langgenius/backend-code-review

Review backend code for quality, security, maintainability, and best practices based on established checklist rules. Use when the user requests a review, analysis, or improvement of backend files (e.g., `.py`) under the `api/` directory. Do NOT use for frontend files (e.g., `.tsx`, `.ts`, `.js`). Supports pending-change review, code snippets review, and file-focused review.

community
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