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yohanncurmally/portfolio-analyzer

Local, read-only portfolio analyzer that pulls your brokerage holdings via SnapTrade/IBKR and produces a candid, thesis-personalized dashboard + analysis, driven by Claude Code. Runs entirely on your machine. Not financial advice.

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portfolio-analysis

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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 2d ago A 71 tokens