portfolio-manager

portfolio-manager is a skill for Claude Code, Codex from BaggaT236/AI-Trading-Skills. It costs 66 tokens per session (5,463 once invoked), scanned A, a copy of portfolio-manager, MIT.

A portfolio review workflow that retrieves holdings and positions through the Alpaca brokerage service and analyzes how the portfolio is invested. It covers allocation, diversification, risk, individual positions, and possible rebalancing.

In plain words
What is it for?
Use it to review holdings, asset allocation, diversification, risk, performance, and possible buy, sell, or rebalancing decisions.
Why use it?
It bases the review on current brokerage data instead of requiring the user to copy positions manually. It also organizes portfolio-level risks that can be difficult to see one holding at a time.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to review holdings, asset allocation, diversification, risk, performance, and possible buy, sell, or rebalancing decisions.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/baggat236/ai-trading-skills/portfolio-manager
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BaggaT236/AI-Trading-Skills --skill portfolio-manager
Clone the repo
git clone --depth 1 https://github.com/BaggaT236/AI-Trading-Skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for portfolio-manager

README.md
[![agentmods](https://agentmods.dev/badge/skills/baggat236/ai-trading-skills/portfolio-manager/github.svg)](https://agentmods.dev/skills/baggat236/ai-trading-skills/portfolio-manager)
Your own site
<a href="https://agentmods.dev/skills/baggat236/ai-trading-skills/portfolio-manager"><img src="https://agentmods.dev/badge/skills/baggat236/ai-trading-skills/portfolio-manager/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for portfolio-manager

Your own site · 80×15
<a href="https://agentmods.dev/skills/baggat236/ai-trading-skills/portfolio-manager"><img src="https://agentmods.dev/badge/skills/baggat236/ai-trading-skills/portfolio-manager.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 66 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 5,463 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 92% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00066 $0.05463
Opus 5 $0.00033 $0.02731
Sonnet 5 $0.00013 $0.01093
Haiku 4.5 $0.00007 $0.00546

Measured 12d ago against content hash 43ec828602b0, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

portfolio-manager scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

The scan reads SKILL.md. This mod also ships 2 executable files (scripts/check_alpaca_connection.py, scripts/tests/conftest.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

92% identical to portfolio-manager — 128 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

skills/portfolio-manager/SKILL.md · 772 lines

How it starts

The opening of the file, as written. The whole thing — 772 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio Manager

Overview

Analyze and manage investment portfolios by integrating with Alpaca MCP Server to fetch real-time holdings data, then performing comprehensive analysis covering asset allocation, diversification, risk metrics, individual position evaluation, and rebalancing recommendations. Generate detailed portfolio reports with actionable insights.

This skill leverages Alpaca's brokerage API through MCP (Model Context Protocol) to access live portfolio data, ensuring analysis is based on actual current positions rather than manually entered data.

When to Use

Invoke this skill when the user requests:

  • "Analyze my portfolio"
  • "Review my current positions"
  • "What's my asset allocation?"
  • "Check my portfolio risk"
  • "Should I rebalance my portfolio?"
  • "Evaluate my holdings"
  • "Portfolio performance review"
  • "What stocks should I buy or sell?"
  • Any request involving portfolio-level analysis or management

Prerequisites

Alpaca MCP Server Setup

This skill requires Alpaca MCP Server to be configured and connected. The MCP server provides access to:

  • Current portfolio positions
  • Account equity and buying power
  • Historical positions and transactions
  • Market data for held securities

MCP Server Tools Used:

  • get_account_info - Fetch account equity, buying power, cash balance
  • get_positions - Retrieve all current positions with quantities, cost basis, market value
  • get_portfolio_history - Historical portfolio performance data
  • Market data tools for price quotes and fundamentals

If Alpaca MCP Server is not connected, inform the user and provide setup instructions from references/alpaca_mcp_setup.md.

Workflow

Step 1: Fetch Portfolio Data via Alpaca MCP or REST fallback

Use Alpaca MCP Server tools to gather current portfolio information when available. In scheduled Hermes jobs, MCP tools may not be exposed even when Alpaca credentials are present; in that case, use the Alpaca REST API directly with ALPACA_API_KEY, ALPACA_SECRET_KEY, and ALPACA_PAPER.

Read the full file on GitHub · 772 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 772 lines · 66 tokens per session scan A 43ec828602b0

Subscribe to this mod's changes

portfolio-manager is a skill published in the GitHub repository BaggaT236/AI-Trading-Skills (121 stars, last pushed 8d ago), licensed MIT. It adds 66 tokens to every session and 5,463 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. It is 92% identical to portfolio-manager, differing in 128 lines, and is treated as a copy.

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