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.

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2d agoLast push, which is what freshness is scored on
noneNo LICENSE: all rights reserved, so bodies are not copied

portfolio-copilot

02

lodetomasi/portfolio-copilot

Plugin Claude Code

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.

1 2d ago A tokens not measured