yohanncurmally/portfolio-analyzer
Skill Claude CodeCodex
Pull the user's live brokerage portfolio (taxable + IRA + crypto) via SnapTrade or Interactive Brokers and produce a deep, position-by-position analysis with an interactive dashboard. Use when asked to analyze "my portfolio", "my positions", "my options", check P/L, review allocation/risk, or get forward guidance on…
not rated 2 2mo ago A 71 tokens