agentmods.dev

lodetomasi/portfolio-copilot

Claude Code plugin + local MCP for rookie investors: plan with calendar, portfolio review, fee-aware rebalancing, stock picking. Zero-signup public data, deterministic engines, suggested orders only.

This repository also configures its own agents. See what portfolio-copilot tells them →

Open on GitHub
1Stars on the repository
13Mods indexed here, across every type
1mo agoLast push, which is what freshness is scored on
noneNo LICENSE: all rights reserved, so bodies are not copied
Sort RelevanceRecently updatedFewest tokensSecurity gradeRepo starsStars this weekTop rated 1 mods

portfolio-copilot

01

lodetomasi/portfolio-copilot

Plugin Claude Code

Bundles 7 skills, 1 agent, 2 hooks, 1 MCP server · 740 tokens together

Rookie in, expert processing, rookie out: investment plan with calendar, portfolio review, cash deployment, fee-aware rebalancing and stock picking on a LOCAL broker XLSX/CSV export. No broker login, no broker access, no order execution on your export account: suggested orders only (MANUALONLY). On your own eToro acco.

not rated 1 1mo ago A tokens not measured