What is portfolio-manager?

A portfolio analysis workflow that uses Alpaca, a brokerage service, to retrieve investment holdings and examine them.

It helps assess asset allocation, diversification, risk, individual positions, performance, and possible rebalancing decisions.

It replaces manually entered portfolio data with current account information and organizes the review in one process.

portfolio-manager — Skill for Claude Code and Codex by tradermonty

About the project

Claude Trading Skills is a collection of Claude Code workflows for individual investors who want structured market analysis, charting, economic-calendar review, screening, trade planning, journaling, and risk management. It is designed for people using long-term investing, ETFs, dividend stocks, and disciplined swing trading, and the catalogue entries package these workflows as skills, agents, commands, settings, and instructions.

tradermonty/claude-trading-skills · 2,813 stars · on GitHub · tradermonty.github.io

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 tradermonty/claude-trading-skills --skill portfolio-manager

Clone the repo

git clone --depth 1 https://github.com/tradermonty/claude-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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/portfolio-manager/github.svg)](https://agentmods.dev/skills/tradermonty/claude-trading-skills/portfolio-manager)

Your own site

<a href="https://agentmods.dev/skills/tradermonty/claude-trading-skills/portfolio-manager"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-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.

Your own site · 80×15

<a href="https://agentmods.dev/skills/tradermonty/claude-trading-skills/portfolio-manager"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-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 5,606 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. Third-party audits

Socket pass 18 Mar 2026
Snyk warn 11 Mar 2026
NVIDIA SkillSpector warn 7 Sept 2026

SkillSpector: 3 findings, up to high

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

high System Prompt Leakage · line 629
Skill contains instructions that could directly expose system prompts, internal rules, or hidden instructions to users or external parties.

Fix: Remove any instructions that reveal, print, or output system prompts or internal rules. System instructions should never be exposed to end users.
medium Data Exfiltration · line 77
Data is being sent to an external URL. This could be legitimate telemetry or data exfiltration. Manual review is recommended.

Fix: Verify the destination URL is trusted and necessary. Remove or replace with documented APIs. Ensure no secrets, tokens, or PII are transmitted.
medium Data Exfiltration · line 96
Data is being sent to an external URL. This could be legitimate telemetry or data exfiltration. Manual review is recommended.

Fix: Verify the destination URL is trusted and necessary. Remove or replace with documented APIs. Ensure no secrets, tokens, or PII are transmitted.

How audits are shown

Origin original No closer match found 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.

Model	Per session	Once invoked
Fable 5.1	$0.00066	$0.05606
Opus 5	$0.00033	$0.02803
Sonnet 5	$0.00013	$0.01121
Haiku 4.5	$0.00007	$0.00561

Measured 9d ago against content hash 2e7c0863ca2c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, 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 9d ago.

The scan reads SKILL.md. This mod also ships 3 executable files (scripts/check_alpaca_connection.py, scripts/tests/conftest.py, scripts/tests/test_check_alpaca_connection.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

Copies of this mod

1 near-identical copy found in the catalogue:

portfolio-manager — 92% identical, 128 lines differ

skills/portfolio-manager/SKILL.md · 784 lines

How it starts

The opening of the file, as written. The whole thing — 784 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.

REST Fallback Connection Check

Run the connection check from the repository root. Use paper credentials first; never paste credentials into a report or commit them to the repository.

export ALPACA_API_KEY="<alpaca-key-id>"
export ALPACA_SECRET_KEY="<alpaca-secret-key>"
export ALPACA_PAPER="true"
uv run python skills/portfolio-manager/scripts/check_alpaca_connection.py

Read the full file on GitHub · 784 lines

Files

What ships with it

13 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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.

9d ago First seen · 784 lines · 66 tokens per session scan A 2e7c0863ca2c

Subscribe to this mod's changes

portfolio-manager is a skill published in the GitHub repository tradermonty/claude-trading-skills (2,813 stars, last pushed today), licensed MIT. It adds 66 tokens to every session and 5,606 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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portfolio-manager