portfolio-manager은(는) 무엇을 하나요?
Alpaca MCP 서버와 연동하여 보유 자산 및 포지션을 조회한 후, 자산 배분, 리스크 지표, 개별 주식 포지션, 분산 투자 현황을 분석하고 리밸런싱 추천을 제공하는 종합 포트폴리오 분석 도구입니다. 사용자가 증권 계좌의 포트폴리오 검토, 포지션 분석, 리스크 평가, 성과 평가 또는 리밸런싱 제안을 요청할 때 사용합니다.
Alpaca MCP 서버와 연동하여 보유 자산 및 포지션을 조회한 후, 자산 배분, 리스크 지표, 개별 주식 포지션, 분산 투자 현황을 분석하고 리밸런싱 추천을 제공하는 종합 포트폴리오 분석 도구입니다. 사용자가 증권 계좌의 포트폴리오 검토, 포지션 분석, 리스크 평가, 성과 평가 또는 리밸런싱 제안을 요청할 때 사용합니다.
tradermonty/portfolio-manager는 Alpaca MCP 서버와 통합하여 사용자의 증권 계좌에서 실제 보유 자산과 포지션 데이터를 가져온 후, 포트폴리오를 종합적으로 분석하는 AI 에이전트 스킬입니다. 이 스킬의 주요 기능은 자산 배분 분석, 리스크 메트릭(예: 변동성, 최대 손실, 샤프 비율) 계산, 개별 주식 포지션의 비중과 성과 분석, 섹터별/자산군별 분산 투자 현황 평가, 그리고 목표 자산 배분 대비 현재 상태를 기반으로 한 리밸런싱 추천 생성입니다. 주로 Claude Code, Cursor, Codex와 같은 AI 코딩 에이전트 환경에서 사용되며, Alpaca MCP 서버를 통해 브로커리지 API에 안전하게 접근합니다. 사용자가 "내 포트폴리오 검토해줘", "리스크 분석 부탁해", "리밸런싱 추천 해줘" 등의 요청을 하면, 이 스킬이 관련 Alpaca 도구를 호출하여 데이터를 수집하고 분석 결과를 마크다운 형식의 보고서로 제공합니다. 개발자나 트레이더가 복잡한 포트폴리오 분석을 자연어 명령만으로 빠르게 수행할 수 있게 해줍니다.
npx skills add https://github.com/tradermonty/claude-trading-skills/tree/main/skills/portfolio-managerInstalled? Explore more 연구 & 데이터 분석 skills: affaan-m/uspto-database, affaan-m/scholar-evaluation, affaan-m/literature-review · View all 6 →
Alpaca MCP 서버와 연동하여 보유 자산 및 포지션을 조회한 후, 자산 배분, 리스크 지표, 개별 주식 포지션, 분산 투자 현황을 분석하고 리밸런싱 추천을 제공하는 종합 포트폴리오 분석 도구입니다. 사용자가 증권 계좌의 포트폴리오 검토, 포지션 분석, 리스크 평가, 성과 평가 또는 리밸런싱 제안을 요청할 때 사용합니다.
This repo contains 14 individual skills — each has its own dedicated page.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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).
USPTO patent and trademark data workflow for official record lookup, PatentSearch queries, TSDR checks, assignment data, and reproducible IP research logs.
Structured scholarly-work evaluation for papers, proposals, literature reviews, methods sections, evidence quality, citation support, and research-writing feedback.
Systematic literature-review workflow for academic, biomedical, technical, and scientific topics, including search planning, source screening, synthesis, citation checks, and evidence logging.
The agent harness performance optimization system. Skills, instincts, memory, security, and research-first development for Claude Code, Codex, Opencode, Cursor and beyond.
Agent skill repository discovered by 10x-chat research.
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.