{
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  "item": {
    "slug": "portfolio-manager",
    "name": "Portfolio Manager",
    "source": "tencent",
    "type": "skill",
    "category": "开发工具",
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      "references/alpaca-mcp-setup.md",
      "references/asset-allocation.md",
      "references/diversification-principles.md",
      "references/portfolio-risk-metrics.md"
    ],
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      "Download the package from Yavira.",
      "Extract the archive and review SKILL.md first.",
      "Import or place the package into your OpenClaw setup."
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    "agentAssist": {
      "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.",
      "steps": [
        "Download the package from Yavira.",
        "Extract it into a folder your agent can access.",
        "Paste one of the prompts below and point your agent at the extracted folder."
      ],
      "prompts": [
        {
          "label": "New install",
          "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete."
        },
        {
          "label": "Upgrade existing",
          "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run."
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      "scope": "source",
      "summary": "Source download looks usable.",
      "detail": "Yavira can redirect you to the upstream package for this source.",
      "primaryActionLabel": "Download for OpenClaw",
      "primaryActionHref": "/downloads/portfolio-manager"
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        "Use the Yavira download entry.",
        "Review SKILL.md after the package is downloaded.",
        "Confirm the extracted package contains the expected setup assets."
      ],
      "postInstallChecks": [
        "Confirm the extracted package includes the expected docs or setup files.",
        "Validate the skill or prompts are available in your target agent workspace.",
        "Capture any manual follow-up steps the agent could not complete."
      ]
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    "downloadPageUrl": "https://openagent3.xyz/downloads/portfolio-manager",
    "agentPageUrl": "https://openagent3.xyz/skills/portfolio-manager/agent",
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    "briefUrl": "https://openagent3.xyz/skills/portfolio-manager/agent.md"
  },
  "agentAssist": {
    "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.",
    "steps": [
      "Download the package from Yavira.",
      "Extract it into a folder your agent can access.",
      "Paste one of the prompts below and point your agent at the extracted folder."
    ],
    "prompts": [
      {
        "label": "New install",
        "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete."
      },
      {
        "label": "Upgrade existing",
        "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run."
      }
    ]
  },
  "documentation": {
    "source": "clawhub",
    "primaryDoc": "SKILL.md",
    "sections": [
      {
        "title": "Overview",
        "body": "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.\n\nThis 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."
      },
      {
        "title": "When to Use",
        "body": "Invoke this skill when the user requests:\n\n\"Analyze my portfolio\"\n\"Review my current positions\"\n\"What's my asset allocation?\"\n\"Check my portfolio risk\"\n\"Should I rebalance my portfolio?\"\n\"Evaluate my holdings\"\n\"Portfolio performance review\"\n\"What stocks should I buy or sell?\"\nAny request involving portfolio-level analysis or management"
      },
      {
        "title": "Alpaca MCP Server Setup",
        "body": "This skill requires Alpaca MCP Server to be configured and connected. The MCP server provides access to:\n\nCurrent portfolio positions\nAccount equity and buying power\nHistorical positions and transactions\nMarket data for held securities\n\nMCP Server Tools Used:\n\nget_account_info - Fetch account equity, buying power, cash balance\nget_positions - Retrieve all current positions with quantities, cost basis, market value\nget_portfolio_history - Historical portfolio performance data\nMarket data tools for price quotes and fundamentals\n\nIf Alpaca MCP Server is not connected, inform the user and provide setup instructions from references/alpaca_mcp_setup.md."
      },
      {
        "title": "Step 1: Fetch Portfolio Data via Alpaca MCP",
        "body": "Use Alpaca MCP Server tools to gather current portfolio information:\n\n1.1 Get Account Information:\n\nUse mcp__alpaca__get_account_info to fetch:\n- Account equity (total portfolio value)\n- Cash balance\n- Buying power\n- Account status\n\n1.2 Get Current Positions:\n\nUse mcp__alpaca__get_positions to fetch all holdings:\n- Symbol ticker\n- Quantity held\n- Average entry price (cost basis)\n- Current market price\n- Current market value\n- Unrealized P&L ($ and %)\n- Position size as % of portfolio\n\n1.3 Get Portfolio History (Optional):\n\nUse mcp__alpaca__get_portfolio_history for performance analysis:\n- Historical equity values\n- Time-weighted return calculation\n- Drawdown analysis\n\nData Validation:\n\nVerify all positions have valid ticker symbols\nConfirm market values sum to approximate account equity\nCheck for any stale or inactive positions\nHandle edge cases (fractional shares, options, crypto if supported)"
      },
      {
        "title": "Step 2: Enrich Position Data",
        "body": "For each position in the portfolio, gather additional market data and fundamentals:\n\n2.1 Current Market Data:\n\nReal-time or delayed price quotes\nDaily volume and liquidity metrics\n52-week range\nMarket capitalization\n\n2.2 Fundamental Data:\nUse WebSearch or available market data APIs to fetch:\n\nSector and industry classification\nKey valuation metrics (P/E, P/B, dividend yield)\nRecent earnings and financial health indicators\nAnalyst ratings and price targets\nRecent news and material developments\n\n2.3 Technical Analysis:\n\nPrice trend (20-day, 50-day, 200-day moving averages)\nRelative strength\nSupport and resistance levels\nMomentum indicators (RSI, MACD if available)"
      },
      {
        "title": "Step 3: Portfolio-Level Analysis",
        "body": "Perform comprehensive portfolio analysis using frameworks from reference files:\n\n3.1 Asset Allocation Analysis\n\nRead references/asset-allocation.md for allocation frameworks\n\nAnalyze current allocation across multiple dimensions:\n\nBy Asset Class:\n\nEquities vs Fixed Income vs Cash vs Alternatives\nCompare to target allocation for user's risk profile\nAssess if allocation matches investment goals\n\nBy Sector:\n\nTechnology, Healthcare, Financials, Consumer, etc.\nIdentify sector concentration risks\nCompare to benchmark sector weights (e.g., S&P 500)\n\nBy Market Cap:\n\nLarge-cap vs Mid-cap vs Small-cap distribution\nConcentration in mega-caps\nMarket cap diversification score\n\nBy Geography:\n\nUS vs International vs Emerging Markets\nDomestic concentration risk assessment\n\nOutput Format:\n\n## Asset Allocation\n\n### Current Allocation vs Target\n| Asset Class | Current | Target | Variance |\n|-------------|---------|--------|----------|\n| US Equities | XX.X% | YY.Y% | +/- Z.Z% |\n| ... |\n\n### Sector Breakdown\n[Pie chart description or table with sector percentages]\n\n### Top 10 Holdings\n| Rank | Symbol | % of Portfolio | Sector |\n|------|--------|----------------|--------|\n| 1 | AAPL | X.X% | Technology |\n| ... |\n\n3.2 Diversification Analysis\n\nRead references/diversification-principles.md for diversification theory\n\nEvaluate portfolio diversification quality:\n\nPosition Concentration:\n\nIdentify top holdings and their aggregate weight\nFlag if any single position exceeds 10-15% of portfolio\nCalculate Herfindahl-Hirschman Index (HHI) for concentration measurement\n\nSector Concentration:\n\nIdentify dominant sectors\nFlag if any sector exceeds 30-40% of portfolio\nCompare to benchmark sector diversity\n\nCorrelation Analysis:\n\nEstimate correlation between major positions\nIdentify highly correlated holdings (potential redundancy)\nAssess true diversification benefit\n\nNumber of Positions:\n\nOptimal range: 15-30 stocks for individual portfolios\nFlag if under-diversified (<10 stocks) or over-diversified (>50 stocks)\n\nOutput:\n\n## Diversification Assessment\n\n**Concentration Risk:** [Low / Medium / High]\n- Top 5 holdings represent XX% of portfolio\n- Largest single position: [SYMBOL] at XX%\n\n**Sector Diversification:** [Excellent / Good / Fair / Poor]\n- Dominant sector: [Sector Name] at XX%\n- [Assessment of balance across sectors]\n\n**Position Count:** [Optimal / Under-diversified / Over-diversified]\n- Total positions: XX stocks\n- [Recommendation]\n\n**Correlation Concerns:**\n- [List any highly correlated position pairs]\n- [Diversification improvement suggestions]\n\n3.3 Risk Analysis\n\nRead references/portfolio-risk-metrics.md for risk measurement frameworks\n\nCalculate and interpret key risk metrics:\n\nVolatility Measures:\n\nEstimated portfolio beta (weighted average of position betas)\nIndividual position volatilities\nPortfolio standard deviation (if historical data available)\n\nDownside Risk:\n\nMaximum drawdown (from portfolio history)\nCurrent drawdown from peak\nPositions with significant unrealized losses\n\nRisk Concentration:\n\nPercentage in high-volatility stocks (beta > 1.5)\nPercentage in speculative/unprofitable companies\nLeverage usage (if applicable)\n\nTail Risk:\n\nExposure to potential black swan events\nSingle-stock concentration risk\nSector-specific event risk\n\nOutput:\n\n## Risk Assessment\n\n**Overall Risk Profile:** [Conservative / Moderate / Aggressive]\n\n**Portfolio Beta:** X.XX (vs market at 1.00)\n- Interpretation: Portfolio is [more/less] volatile than market\n\n**Maximum Drawdown:** -XX.X% (from $XXX,XXX to $XXX,XXX)\n- Current drawdown from peak: -XX.X%\n\n**High-Risk Positions:**\n| Symbol | % of Portfolio | Beta | Risk Factor |\n|--------|----------------|------|-------------|\n| [TICKER] | XX% | X.XX | [High volatility / Recent loss / etc] |\n\n**Risk Concentrations:**\n- XX% in single sector ([Sector])\n- XX% in stocks with beta > 1.5\n- [Other concentration risks]\n\n**Risk Score:** XX/100 ([Low/Medium/High] risk)\n\n3.4 Performance Analysis\n\nEvaluate portfolio performance using available data:\n\nAbsolute Returns:\n\nOverall portfolio unrealized P&L ($ and %)\nBest performing positions (top 5 by % gain)\nWorst performing positions (bottom 5 by % loss)\n\nTime-Weighted Returns (if history available):\n\nYTD return\n1-year, 3-year, 5-year annualized returns\nCompare to benchmark (S&P 500, relevant index)\n\nPosition-Level Performance:\n\nWinners vs Losers ratio\nAverage gain on winning positions\nAverage loss on losing positions\nPositions near 52-week highs/lows\n\nOutput:\n\n## Performance Review\n\n**Total Portfolio Value:** $XXX,XXX\n**Total Unrealized P&L:** $XX,XXX (+XX.X%)\n**Cash Balance:** $XX,XXX (XX% of portfolio)\n\n**Best Performers:**\n| Symbol | Gain | Position Value |\n|--------|------|----------------|\n| [TICKER] | +XX.X% | $XX,XXX |\n| ... |\n\n**Worst Performers:**\n| Symbol | Loss | Position Value |\n|--------|------|----------------|\n| [TICKER] | -XX.X% | $XX,XXX |\n| ... |\n\n**Performance vs Benchmark (if available):**\n- Portfolio return: +X.X%\n- S&P 500 return: +Y.Y%\n- Alpha: +/- Z.Z%"
      },
      {
        "title": "Step 4: Individual Position Analysis",
        "body": "For key positions (top 10-15 by portfolio weight), perform detailed analysis:\n\nRead references/position-evaluation.md for position analysis framework\n\nFor each significant position:\n\n4.1 Current Thesis Validation:\n\nWhy was this position initiated? (if known from user context)\nHas the investment thesis played out or broken?\nRecent company developments and news\n\n4.2 Valuation Assessment:\n\nCurrent valuation metrics (P/E, P/B, etc.)\nCompare to historical valuation range\nCompare to sector peers\nOvervalued / Fair / Undervalued assessment\n\n4.3 Technical Health:\n\nPrice trend (uptrend, downtrend, sideways)\nPosition relative to moving averages\nSupport and resistance levels\nMomentum status\n\n4.4 Position Sizing:\n\nCurrent weight in portfolio\nIs size appropriate given conviction and risk?\nOverweight or underweight vs optimal\n\n4.5 Action Recommendation:\n\nHOLD - Position is well-sized and thesis intact\nADD - Underweight given opportunity, thesis strengthening\nTRIM - Overweight or valuation stretched\nSELL - Thesis broken, better opportunities elsewhere\n\nOutput per position:\n\n### [SYMBOL] - [Company Name] (XX.X% of portfolio)\n\n**Position Details:**\n- Shares: XXX\n- Avg Cost: $XX.XX\n- Current Price: $XX.XX\n- Market Value: $XX,XXX\n- Unrealized P/L: $X,XXX (+XX.X%)\n\n**Fundamental Snapshot:**\n- Sector: [Sector]\n- Market Cap: $XX.XB\n- P/E: XX.X | Dividend Yield: X.X%\n- Recent developments: [Key news or earnings]\n\n**Technical Status:**\n- Trend: [Uptrend / Downtrend / Sideways]\n- Price vs 50-day MA: [Above/Below by XX%]\n- Support: $XX.XX | Resistance: $XX.XX\n\n**Position Assessment:**\n- **Thesis Status:** [Intact / Weakening / Broken / Strengthening]\n- **Valuation:** [Undervalued / Fair / Overvalued]\n- **Position Sizing:** [Optimal / Overweight / Underweight]\n\n**Recommendation:** [HOLD / ADD / TRIM / SELL]\n**Rationale:** [1-2 sentence explanation]"
      },
      {
        "title": "Step 5: Rebalancing Recommendations",
        "body": "Read references/rebalancing-strategies.md for rebalancing approaches\n\nGenerate specific rebalancing recommendations:\n\n5.1 Identify Rebalancing Triggers:\n\nPositions that have drifted significantly from target weights\nSector/asset class allocations requiring adjustment\nOverweight positions to trim (exceeded threshold)\nUnderweight areas to add (below threshold)\nTax considerations (capital gains implications)\n\n5.2 Develop Rebalancing Plan:\n\nPositions to TRIM:\n\nOverweight positions (>threshold deviation from target)\nStocks that have run up significantly (valuation concerns)\nConcentrated positions exceeding 15-20% of portfolio\nPositions with broken thesis\n\nPositions to ADD:\n\nUnderweight sectors or asset classes\nHigh-conviction positions currently underweight\nNew opportunities to improve diversification\n\nCash Deployment:\n\nIf excess cash (>10% of portfolio), suggest deployment\nPrioritize based on opportunity and allocation gaps\n\n5.3 Prioritization:\nRank rebalancing actions by priority:\n\nImmediate - Risk reduction (trim concentrated positions)\nHigh Priority - Major allocation drift (>10% from target)\nMedium Priority - Moderate drift (5-10% from target)\nLow Priority - Fine-tuning and opportunistic adjustments\n\nOutput:\n\n## Rebalancing Recommendations\n\n### Summary\n- **Rebalancing Needed:** [Yes / No / Optional]\n- **Primary Reason:** [Concentration risk / Sector drift / Cash deployment / etc]\n- **Estimated Trades:** X sell orders, Y buy orders\n\n### Recommended Actions\n\n#### HIGH PRIORITY: Risk Reduction\n**TRIM [SYMBOL]** from XX% to YY% of portfolio\n- **Shares to Sell:** XX shares (~$XX,XXX)\n- **Rationale:** [Overweight / Valuation extended / etc]\n- **Tax Impact:** $X,XXX capital gain (est)\n\n#### MEDIUM PRIORITY: Asset Allocation\n**ADD [Sector/Asset Class]** exposure\n- **Target:** Increase from XX% to YY%\n- **Suggested Stocks:** [SYMBOL1, SYMBOL2, SYMBOL3]\n- **Amount to Invest:** ~$XX,XXX\n\n#### CASH DEPLOYMENT\n**Current Cash:** $XX,XXX (XX% of portfolio)\n- **Recommendation:** [Deploy / Keep for opportunities / Reduce to X%]\n- **Suggested Allocation:** [Distribution across sectors/stocks]\n\n### Implementation Plan\n1. [First action - highest priority]\n2. [Second action]\n3. [Third action]\n...\n\n**Timing Considerations:**\n- [Tax year-end planning / Earnings season / Market conditions]\n- [Suggested phasing if applicable]"
      },
      {
        "title": "Step 6: Generate Portfolio Report",
        "body": "Create comprehensive markdown report saved to repository root:\n\nFilename: portfolio_analysis_YYYY-MM-DD.md\n\nReport Structure:\n\n# Portfolio Analysis Report\n\n**Account:** [Account type if available]\n**Report Date:** YYYY-MM-DD\n**Portfolio Value:** $XXX,XXX\n**Total P&L:** $XX,XXX (+XX.X%)\n\n---\n\n## Executive Summary\n\n[3-5 bullet points summarizing key findings]\n- Overall portfolio health assessment\n- Major strengths\n- Key risks or concerns\n- Primary recommendations\n\n---\n\n## Holdings Overview\n\n[Summary table of all positions]\n\n---\n\n## Asset Allocation\n[Section from Step 3.1]\n\n---\n\n## Diversification Analysis\n[Section from Step 3.2]\n\n---\n\n## Risk Assessment\n[Section from Step 3.3]\n\n---\n\n## Performance Review\n[Section from Step 3.4]\n\n---\n\n## Position Analysis\n[Detailed analysis of top 10-15 positions from Step 4]\n\n---\n\n## Rebalancing Recommendations\n[Section from Step 5]\n\n---\n\n## Action Items\n\n**Immediate Actions:**\n- [ ] [Action 1]\n- [ ] [Action 2]\n\n**Medium-Term Actions:**\n- [ ] [Action 3]\n- [ ] [Action 4]\n\n**Monitoring Priorities:**\n- [ ] [Watch list item 1]\n- [ ] [Watch list item 2]\n\n---\n\n## Appendix: Full Holdings\n\n[Complete table with all positions and metrics]"
      },
      {
        "title": "Step 7: Interactive Follow-up",
        "body": "Be prepared to answer follow-up questions:\n\nCommon Questions:\n\n\"Why should I sell [SYMBOL]?\"\n\nExplain specific concerns (valuation, thesis breakdown, concentration)\nProvide supporting data\nOffer alternative positions if applicable\n\n\"What should I buy instead?\"\n\nSuggest specific stocks to improve allocation\nExplain how they address portfolio gaps\nProvide brief investment thesis\n\n\"What's my biggest risk?\"\n\nIdentify primary risk factor (concentration, sector exposure, volatility)\nQuantify the risk\nSuggest mitigation strategies\n\n\"How does my portfolio compare to [benchmark]?\"\n\nCompare allocation, sector weights, risk metrics\nHighlight key differences\nAssess if differences are justified\n\n\"Should I rebalance now or wait?\"\n\nConsider market conditions, tax implications, transaction costs\nProvide timing recommendation with rationale\n\n\"Can you analyze [specific position] in more detail?\"\n\nPerform deep-dive analysis using us-stock-analysis skill if needed\nIntegrate findings back into portfolio context"
      },
      {
        "title": "Target Allocation Templates",
        "body": "This skill includes reference allocation models for different investor profiles:\n\nRead references/target-allocations.md for detailed models:\n\nConservative (Capital preservation, income focus)\nModerate (Balanced growth and income)\nGrowth (Long-term capital appreciation)\nAggressive (Maximum growth, high risk tolerance)\n\nEach model includes:\n\nAsset class targets (Stocks/Bonds/Cash/Alternatives)\nSector guidelines\nMarket cap distribution\nGeographic allocation\nPosition sizing rules\n\nUse these as comparison benchmarks when user hasn't specified their allocation strategy."
      },
      {
        "title": "Risk Profile Assessment",
        "body": "If user's target allocation is unknown, assess appropriate risk profile based on:\n\nAge (if mentioned)\nInvestment timeline (if mentioned)\nCurrent allocation (reveals preferences)\nPosition types (conservative vs speculative stocks)\n\nRead references/risk-profile-questionnaire.md for assessment framework"
      },
      {
        "title": "Output Guidelines",
        "body": "Tone and Style:\n\nObjective and analytical\nActionable recommendations with clear rationale\nAcknowledge uncertainty in market forecasts\nBalance optimism with risk awareness\nQuantify whenever possible\n\nData Presentation:\n\nTables for comparisons and metrics\nPercentages for allocations and returns\nDollar amounts for absolute values\nConsistent formatting throughout report\n\nRecommendation Clarity:\n\nExplicit action verbs (TRIM, ADD, HOLD, SELL)\nSpecific quantities (sell XX shares, add $X,XXX)\nPriority levels (Immediate, High, Medium, Low)\nSupporting rationale for each recommendation\n\nVisual Descriptions:\n\nDescribe allocation breakdowns as if creating pie charts\nSector weights as bar chart equivalents\nPerformance trends with directional indicators (↑ ↓ →)"
      },
      {
        "title": "Reference Files",
        "body": "Load these references as needed during analysis:\n\nreferences/alpaca-mcp-setup.md\n\nWhen: User needs help setting up Alpaca MCP Server\nContains: Installation instructions, API key configuration, MCP server connection steps, troubleshooting\n\nreferences/asset-allocation.md\n\nWhen: Analyzing portfolio allocation or creating rebalancing plan\nContains: Asset allocation theory, optimal allocation by risk profile, sector allocation guidelines, rebalancing triggers\n\nreferences/diversification-principles.md\n\nWhen: Assessing portfolio diversification quality\nContains: Modern portfolio theory basics, correlation concepts, optimal position count, concentration risk thresholds, diversification metrics\n\nreferences/portfolio-risk-metrics.md\n\nWhen: Calculating risk scores or interpreting volatility\nContains: Beta calculation, standard deviation, Sharpe ratio, maximum drawdown, Value at Risk (VaR), risk-adjusted return metrics\n\nreferences/position-evaluation.md\n\nWhen: Analyzing individual holdings for buy/hold/sell decisions\nContains: Position analysis framework, thesis validation checklist, position sizing guidelines, sell discipline criteria\n\nreferences/rebalancing-strategies.md\n\nWhen: Developing rebalancing recommendations\nContains: Rebalancing methodologies (calendar-based, threshold-based, tactical), tax optimization strategies, transaction cost considerations, implementation timing\n\nreferences/target-allocations.md\n\nWhen: Need benchmark allocations for comparison\nContains: Model portfolios for conservative/moderate/growth/aggressive investors, sector target ranges, market cap distributions\n\nreferences/risk-profile-questionnaire.md\n\nWhen: User hasn't specified risk tolerance or target allocation\nContains: Risk assessment questions, scoring methodology, risk profile classification"
      },
      {
        "title": "Error Handling",
        "body": "If Alpaca MCP Server is not connected:\n\nInform user that Alpaca integration is required\nProvide setup instructions from references/alpaca-mcp-setup.md\nOffer alternative: manual data entry (less ideal, user provides CSV of positions)\n\nIf API returns incomplete data:\n\nProceed with available data\nNote limitations in report\nSuggest manual verification for missing positions\n\nIf position data seems stale:\n\nFlag the issue\nRecommend refreshing connection or checking Alpaca status\nProceed with analysis but caveat findings\n\nIf user has no positions:\n\nAcknowledge empty portfolio\nOffer portfolio construction guidance instead of analysis\nSuggest using value-dividend-screener or us-stock-analysis for stock ideas"
      },
      {
        "title": "Tax-Loss Harvesting Opportunities",
        "body": "Identify positions with unrealized losses suitable for tax-loss harvesting:\n\nPositions with losses >5%\nHolding period considerations (avoid wash sale rule)\nReplacement security suggestions (similar but not substantially identical)"
      },
      {
        "title": "Dividend Income Analysis",
        "body": "For portfolios with dividend-paying stocks:\n\nEstimate annual dividend income\nDividend growth rate trajectory\nDividend coverage and sustainability\nYield on cost for long-term holdings"
      },
      {
        "title": "Correlation Matrix",
        "body": "For portfolios with 5-20 positions:\n\nEstimate correlation between major positions\nIdentify redundant positions (correlation >0.8)\nSuggest diversification improvements"
      },
      {
        "title": "Scenario Analysis",
        "body": "Model portfolio behavior under different scenarios:\n\nBull Market (+20% equity appreciation)\nBear Market (-20% equity decline)\nSector Rotation (Tech weakness, Value strength)\nRising Rates (Impact on growth stocks and bonds)"
      },
      {
        "title": "Example Queries",
        "body": "Basic Portfolio Review:\n\n\"Analyze my portfolio\"\n\"Review my positions\"\n\"How's my portfolio doing?\"\n\nAllocation Analysis:\n\n\"What's my asset allocation?\"\n\"Am I too concentrated in tech?\"\n\"Show me my sector breakdown\"\n\nRisk Assessment:\n\n\"Is my portfolio too risky?\"\n\"What's my portfolio beta?\"\n\"What are my biggest risks?\"\n\nRebalancing:\n\n\"Should I rebalance?\"\n\"What should I buy or sell?\"\n\"How can I improve diversification?\"\n\nPerformance:\n\n\"What are my best and worst positions?\"\n\"How am I performing vs the market?\"\n\"Which stocks are winning and losing?\"\n\nPosition-Specific:\n\n\"Should I sell [SYMBOL]?\"\n\"Is [SYMBOL] overweight in my portfolio?\"\n\"What should I do with [SYMBOL]?\""
      },
      {
        "title": "Limitations and Disclaimers",
        "body": "Include in all reports:\n\nThis analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances, risk tolerance, and financial goals. Past performance does not guarantee future results. Consult with a qualified financial advisor before making investment decisions.\n\nData accuracy depends on Alpaca API and third-party market data sources. Verify critical information independently. Tax implications are estimates only; consult a tax professional for specific guidance."
      }
    ],
    "body": "Portfolio Manager\nOverview\n\nAnalyze 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.\n\nThis 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.\n\nWhen to Use\n\nInvoke this skill when the user requests:\n\n\"Analyze my portfolio\"\n\"Review my current positions\"\n\"What's my asset allocation?\"\n\"Check my portfolio risk\"\n\"Should I rebalance my portfolio?\"\n\"Evaluate my holdings\"\n\"Portfolio performance review\"\n\"What stocks should I buy or sell?\"\nAny request involving portfolio-level analysis or management\nPrerequisites\nAlpaca MCP Server Setup\n\nThis skill requires Alpaca MCP Server to be configured and connected. The MCP server provides access to:\n\nCurrent portfolio positions\nAccount equity and buying power\nHistorical positions and transactions\nMarket data for held securities\n\nMCP Server Tools Used:\n\nget_account_info - Fetch account equity, buying power, cash balance\nget_positions - Retrieve all current positions with quantities, cost basis, market value\nget_portfolio_history - Historical portfolio performance data\nMarket data tools for price quotes and fundamentals\n\nIf Alpaca MCP Server is not connected, inform the user and provide setup instructions from references/alpaca_mcp_setup.md.\n\nWorkflow\nStep 1: Fetch Portfolio Data via Alpaca MCP\n\nUse Alpaca MCP Server tools to gather current portfolio information:\n\n1.1 Get Account Information:\n\nUse mcp__alpaca__get_account_info to fetch:\n- Account equity (total portfolio value)\n- Cash balance\n- Buying power\n- Account status\n\n\n1.2 Get Current Positions:\n\nUse mcp__alpaca__get_positions to fetch all holdings:\n- Symbol ticker\n- Quantity held\n- Average entry price (cost basis)\n- Current market price\n- Current market value\n- Unrealized P&L ($ and %)\n- Position size as % of portfolio\n\n\n1.3 Get Portfolio History (Optional):\n\nUse mcp__alpaca__get_portfolio_history for performance analysis:\n- Historical equity values\n- Time-weighted return calculation\n- Drawdown analysis\n\n\nData Validation:\n\nVerify all positions have valid ticker symbols\nConfirm market values sum to approximate account equity\nCheck for any stale or inactive positions\nHandle edge cases (fractional shares, options, crypto if supported)\nStep 2: Enrich Position Data\n\nFor each position in the portfolio, gather additional market data and fundamentals:\n\n2.1 Current Market Data:\n\nReal-time or delayed price quotes\nDaily volume and liquidity metrics\n52-week range\nMarket capitalization\n\n2.2 Fundamental Data: Use WebSearch or available market data APIs to fetch:\n\nSector and industry classification\nKey valuation metrics (P/E, P/B, dividend yield)\nRecent earnings and financial health indicators\nAnalyst ratings and price targets\nRecent news and material developments\n\n2.3 Technical Analysis:\n\nPrice trend (20-day, 50-day, 200-day moving averages)\nRelative strength\nSupport and resistance levels\nMomentum indicators (RSI, MACD if available)\nStep 3: Portfolio-Level Analysis\n\nPerform comprehensive portfolio analysis using frameworks from reference files:\n\n3.1 Asset Allocation Analysis\n\nRead references/asset-allocation.md for allocation frameworks\n\nAnalyze current allocation across multiple dimensions:\n\nBy Asset Class:\n\nEquities vs Fixed Income vs Cash vs Alternatives\nCompare to target allocation for user's risk profile\nAssess if allocation matches investment goals\n\nBy Sector:\n\nTechnology, Healthcare, Financials, Consumer, etc.\nIdentify sector concentration risks\nCompare to benchmark sector weights (e.g., S&P 500)\n\nBy Market Cap:\n\nLarge-cap vs Mid-cap vs Small-cap distribution\nConcentration in mega-caps\nMarket cap diversification score\n\nBy Geography:\n\nUS vs International vs Emerging Markets\nDomestic concentration risk assessment\n\nOutput Format:\n\n## Asset Allocation\n\n### Current Allocation vs Target\n| Asset Class | Current | Target | Variance |\n|-------------|---------|--------|----------|\n| US Equities | XX.X% | YY.Y% | +/- Z.Z% |\n| ... |\n\n### Sector Breakdown\n[Pie chart description or table with sector percentages]\n\n### Top 10 Holdings\n| Rank | Symbol | % of Portfolio | Sector |\n|------|--------|----------------|--------|\n| 1 | AAPL | X.X% | Technology |\n| ... |\n\n3.2 Diversification Analysis\n\nRead references/diversification-principles.md for diversification theory\n\nEvaluate portfolio diversification quality:\n\nPosition Concentration:\n\nIdentify top holdings and their aggregate weight\nFlag if any single position exceeds 10-15% of portfolio\nCalculate Herfindahl-Hirschman Index (HHI) for concentration measurement\n\nSector Concentration:\n\nIdentify dominant sectors\nFlag if any sector exceeds 30-40% of portfolio\nCompare to benchmark sector diversity\n\nCorrelation Analysis:\n\nEstimate correlation between major positions\nIdentify highly correlated holdings (potential redundancy)\nAssess true diversification benefit\n\nNumber of Positions:\n\nOptimal range: 15-30 stocks for individual portfolios\nFlag if under-diversified (<10 stocks) or over-diversified (>50 stocks)\n\nOutput:\n\n## Diversification Assessment\n\n**Concentration Risk:** [Low / Medium / High]\n- Top 5 holdings represent XX% of portfolio\n- Largest single position: [SYMBOL] at XX%\n\n**Sector Diversification:** [Excellent / Good / Fair / Poor]\n- Dominant sector: [Sector Name] at XX%\n- [Assessment of balance across sectors]\n\n**Position Count:** [Optimal / Under-diversified / Over-diversified]\n- Total positions: XX stocks\n- [Recommendation]\n\n**Correlation Concerns:**\n- [List any highly correlated position pairs]\n- [Diversification improvement suggestions]\n\n3.3 Risk Analysis\n\nRead references/portfolio-risk-metrics.md for risk measurement frameworks\n\nCalculate and interpret key risk metrics:\n\nVolatility Measures:\n\nEstimated portfolio beta (weighted average of position betas)\nIndividual position volatilities\nPortfolio standard deviation (if historical data available)\n\nDownside Risk:\n\nMaximum drawdown (from portfolio history)\nCurrent drawdown from peak\nPositions with significant unrealized losses\n\nRisk Concentration:\n\nPercentage in high-volatility stocks (beta > 1.5)\nPercentage in speculative/unprofitable companies\nLeverage usage (if applicable)\n\nTail Risk:\n\nExposure to potential black swan events\nSingle-stock concentration risk\nSector-specific event risk\n\nOutput:\n\n## Risk Assessment\n\n**Overall Risk Profile:** [Conservative / Moderate / Aggressive]\n\n**Portfolio Beta:** X.XX (vs market at 1.00)\n- Interpretation: Portfolio is [more/less] volatile than market\n\n**Maximum Drawdown:** -XX.X% (from $XXX,XXX to $XXX,XXX)\n- Current drawdown from peak: -XX.X%\n\n**High-Risk Positions:**\n| Symbol | % of Portfolio | Beta | Risk Factor |\n|--------|----------------|------|-------------|\n| [TICKER] | XX% | X.XX | [High volatility / Recent loss / etc] |\n\n**Risk Concentrations:**\n- XX% in single sector ([Sector])\n- XX% in stocks with beta > 1.5\n- [Other concentration risks]\n\n**Risk Score:** XX/100 ([Low/Medium/High] risk)\n\n3.4 Performance Analysis\n\nEvaluate portfolio performance using available data:\n\nAbsolute Returns:\n\nOverall portfolio unrealized P&L ($ and %)\nBest performing positions (top 5 by % gain)\nWorst performing positions (bottom 5 by % loss)\n\nTime-Weighted Returns (if history available):\n\nYTD return\n1-year, 3-year, 5-year annualized returns\nCompare to benchmark (S&P 500, relevant index)\n\nPosition-Level Performance:\n\nWinners vs Losers ratio\nAverage gain on winning positions\nAverage loss on losing positions\nPositions near 52-week highs/lows\n\nOutput:\n\n## Performance Review\n\n**Total Portfolio Value:** $XXX,XXX\n**Total Unrealized P&L:** $XX,XXX (+XX.X%)\n**Cash Balance:** $XX,XXX (XX% of portfolio)\n\n**Best Performers:**\n| Symbol | Gain | Position Value |\n|--------|------|----------------|\n| [TICKER] | +XX.X% | $XX,XXX |\n| ... |\n\n**Worst Performers:**\n| Symbol | Loss | Position Value |\n|--------|------|----------------|\n| [TICKER] | -XX.X% | $XX,XXX |\n| ... |\n\n**Performance vs Benchmark (if available):**\n- Portfolio return: +X.X%\n- S&P 500 return: +Y.Y%\n- Alpha: +/- Z.Z%\n\nStep 4: Individual Position Analysis\n\nFor key positions (top 10-15 by portfolio weight), perform detailed analysis:\n\nRead references/position-evaluation.md for position analysis framework\n\nFor each significant position:\n\n4.1 Current Thesis Validation:\n\nWhy was this position initiated? (if known from user context)\nHas the investment thesis played out or broken?\nRecent company developments and news\n\n4.2 Valuation Assessment:\n\nCurrent valuation metrics (P/E, P/B, etc.)\nCompare to historical valuation range\nCompare to sector peers\nOvervalued / Fair / Undervalued assessment\n\n4.3 Technical Health:\n\nPrice trend (uptrend, downtrend, sideways)\nPosition relative to moving averages\nSupport and resistance levels\nMomentum status\n\n4.4 Position Sizing:\n\nCurrent weight in portfolio\nIs size appropriate given conviction and risk?\nOverweight or underweight vs optimal\n\n4.5 Action Recommendation:\n\nHOLD - Position is well-sized and thesis intact\nADD - Underweight given opportunity, thesis strengthening\nTRIM - Overweight or valuation stretched\nSELL - Thesis broken, better opportunities elsewhere\n\nOutput per position:\n\n### [SYMBOL] - [Company Name] (XX.X% of portfolio)\n\n**Position Details:**\n- Shares: XXX\n- Avg Cost: $XX.XX\n- Current Price: $XX.XX\n- Market Value: $XX,XXX\n- Unrealized P/L: $X,XXX (+XX.X%)\n\n**Fundamental Snapshot:**\n- Sector: [Sector]\n- Market Cap: $XX.XB\n- P/E: XX.X | Dividend Yield: X.X%\n- Recent developments: [Key news or earnings]\n\n**Technical Status:**\n- Trend: [Uptrend / Downtrend / Sideways]\n- Price vs 50-day MA: [Above/Below by XX%]\n- Support: $XX.XX | Resistance: $XX.XX\n\n**Position Assessment:**\n- **Thesis Status:** [Intact / Weakening / Broken / Strengthening]\n- **Valuation:** [Undervalued / Fair / Overvalued]\n- **Position Sizing:** [Optimal / Overweight / Underweight]\n\n**Recommendation:** [HOLD / ADD / TRIM / SELL]\n**Rationale:** [1-2 sentence explanation]\n\nStep 5: Rebalancing Recommendations\n\nRead references/rebalancing-strategies.md for rebalancing approaches\n\nGenerate specific rebalancing recommendations:\n\n5.1 Identify Rebalancing Triggers:\n\nPositions that have drifted significantly from target weights\nSector/asset class allocations requiring adjustment\nOverweight positions to trim (exceeded threshold)\nUnderweight areas to add (below threshold)\nTax considerations (capital gains implications)\n\n5.2 Develop Rebalancing Plan:\n\nPositions to TRIM:\n\nOverweight positions (>threshold deviation from target)\nStocks that have run up significantly (valuation concerns)\nConcentrated positions exceeding 15-20% of portfolio\nPositions with broken thesis\n\nPositions to ADD:\n\nUnderweight sectors or asset classes\nHigh-conviction positions currently underweight\nNew opportunities to improve diversification\n\nCash Deployment:\n\nIf excess cash (>10% of portfolio), suggest deployment\nPrioritize based on opportunity and allocation gaps\n\n5.3 Prioritization: Rank rebalancing actions by priority:\n\nImmediate - Risk reduction (trim concentrated positions)\nHigh Priority - Major allocation drift (>10% from target)\nMedium Priority - Moderate drift (5-10% from target)\nLow Priority - Fine-tuning and opportunistic adjustments\n\nOutput:\n\n## Rebalancing Recommendations\n\n### Summary\n- **Rebalancing Needed:** [Yes / No / Optional]\n- **Primary Reason:** [Concentration risk / Sector drift / Cash deployment / etc]\n- **Estimated Trades:** X sell orders, Y buy orders\n\n### Recommended Actions\n\n#### HIGH PRIORITY: Risk Reduction\n**TRIM [SYMBOL]** from XX% to YY% of portfolio\n- **Shares to Sell:** XX shares (~$XX,XXX)\n- **Rationale:** [Overweight / Valuation extended / etc]\n- **Tax Impact:** $X,XXX capital gain (est)\n\n#### MEDIUM PRIORITY: Asset Allocation\n**ADD [Sector/Asset Class]** exposure\n- **Target:** Increase from XX% to YY%\n- **Suggested Stocks:** [SYMBOL1, SYMBOL2, SYMBOL3]\n- **Amount to Invest:** ~$XX,XXX\n\n#### CASH DEPLOYMENT\n**Current Cash:** $XX,XXX (XX% of portfolio)\n- **Recommendation:** [Deploy / Keep for opportunities / Reduce to X%]\n- **Suggested Allocation:** [Distribution across sectors/stocks]\n\n### Implementation Plan\n1. [First action - highest priority]\n2. [Second action]\n3. [Third action]\n...\n\n**Timing Considerations:**\n- [Tax year-end planning / Earnings season / Market conditions]\n- [Suggested phasing if applicable]\n\nStep 6: Generate Portfolio Report\n\nCreate comprehensive markdown report saved to repository root:\n\nFilename: portfolio_analysis_YYYY-MM-DD.md\n\nReport Structure:\n\n# Portfolio Analysis Report\n\n**Account:** [Account type if available]\n**Report Date:** YYYY-MM-DD\n**Portfolio Value:** $XXX,XXX\n**Total P&L:** $XX,XXX (+XX.X%)\n\n---\n\n## Executive Summary\n\n[3-5 bullet points summarizing key findings]\n- Overall portfolio health assessment\n- Major strengths\n- Key risks or concerns\n- Primary recommendations\n\n---\n\n## Holdings Overview\n\n[Summary table of all positions]\n\n---\n\n## Asset Allocation\n[Section from Step 3.1]\n\n---\n\n## Diversification Analysis\n[Section from Step 3.2]\n\n---\n\n## Risk Assessment\n[Section from Step 3.3]\n\n---\n\n## Performance Review\n[Section from Step 3.4]\n\n---\n\n## Position Analysis\n[Detailed analysis of top 10-15 positions from Step 4]\n\n---\n\n## Rebalancing Recommendations\n[Section from Step 5]\n\n---\n\n## Action Items\n\n**Immediate Actions:**\n- [ ] [Action 1]\n- [ ] [Action 2]\n\n**Medium-Term Actions:**\n- [ ] [Action 3]\n- [ ] [Action 4]\n\n**Monitoring Priorities:**\n- [ ] [Watch list item 1]\n- [ ] [Watch list item 2]\n\n---\n\n## Appendix: Full Holdings\n\n[Complete table with all positions and metrics]\n\nStep 7: Interactive Follow-up\n\nBe prepared to answer follow-up questions:\n\nCommon Questions:\n\n\"Why should I sell [SYMBOL]?\"\n\nExplain specific concerns (valuation, thesis breakdown, concentration)\nProvide supporting data\nOffer alternative positions if applicable\n\n\"What should I buy instead?\"\n\nSuggest specific stocks to improve allocation\nExplain how they address portfolio gaps\nProvide brief investment thesis\n\n\"What's my biggest risk?\"\n\nIdentify primary risk factor (concentration, sector exposure, volatility)\nQuantify the risk\nSuggest mitigation strategies\n\n\"How does my portfolio compare to [benchmark]?\"\n\nCompare allocation, sector weights, risk metrics\nHighlight key differences\nAssess if differences are justified\n\n\"Should I rebalance now or wait?\"\n\nConsider market conditions, tax implications, transaction costs\nProvide timing recommendation with rationale\n\n\"Can you analyze [specific position] in more detail?\"\n\nPerform deep-dive analysis using us-stock-analysis skill if needed\nIntegrate findings back into portfolio context\nAnalysis Frameworks\nTarget Allocation Templates\n\nThis skill includes reference allocation models for different investor profiles:\n\nRead references/target-allocations.md for detailed models:\n\nConservative (Capital preservation, income focus)\nModerate (Balanced growth and income)\nGrowth (Long-term capital appreciation)\nAggressive (Maximum growth, high risk tolerance)\n\nEach model includes:\n\nAsset class targets (Stocks/Bonds/Cash/Alternatives)\nSector guidelines\nMarket cap distribution\nGeographic allocation\nPosition sizing rules\n\nUse these as comparison benchmarks when user hasn't specified their allocation strategy.\n\nRisk Profile Assessment\n\nIf user's target allocation is unknown, assess appropriate risk profile based on:\n\nAge (if mentioned)\nInvestment timeline (if mentioned)\nCurrent allocation (reveals preferences)\nPosition types (conservative vs speculative stocks)\n\nRead references/risk-profile-questionnaire.md for assessment framework\n\nOutput Guidelines\n\nTone and Style:\n\nObjective and analytical\nActionable recommendations with clear rationale\nAcknowledge uncertainty in market forecasts\nBalance optimism with risk awareness\nQuantify whenever possible\n\nData Presentation:\n\nTables for comparisons and metrics\nPercentages for allocations and returns\nDollar amounts for absolute values\nConsistent formatting throughout report\n\nRecommendation Clarity:\n\nExplicit action verbs (TRIM, ADD, HOLD, SELL)\nSpecific quantities (sell XX shares, add $X,XXX)\nPriority levels (Immediate, High, Medium, Low)\nSupporting rationale for each recommendation\n\nVisual Descriptions:\n\nDescribe allocation breakdowns as if creating pie charts\nSector weights as bar chart equivalents\nPerformance trends with directional indicators (↑ ↓ →)\nReference Files\n\nLoad these references as needed during analysis:\n\nreferences/alpaca-mcp-setup.md\n\nWhen: User needs help setting up Alpaca MCP Server\nContains: Installation instructions, API key configuration, MCP server connection steps, troubleshooting\n\nreferences/asset-allocation.md\n\nWhen: Analyzing portfolio allocation or creating rebalancing plan\nContains: Asset allocation theory, optimal allocation by risk profile, sector allocation guidelines, rebalancing triggers\n\nreferences/diversification-principles.md\n\nWhen: Assessing portfolio diversification quality\nContains: Modern portfolio theory basics, correlation concepts, optimal position count, concentration risk thresholds, diversification metrics\n\nreferences/portfolio-risk-metrics.md\n\nWhen: Calculating risk scores or interpreting volatility\nContains: Beta calculation, standard deviation, Sharpe ratio, maximum drawdown, Value at Risk (VaR), risk-adjusted return metrics\n\nreferences/position-evaluation.md\n\nWhen: Analyzing individual holdings for buy/hold/sell decisions\nContains: Position analysis framework, thesis validation checklist, position sizing guidelines, sell discipline criteria\n\nreferences/rebalancing-strategies.md\n\nWhen: Developing rebalancing recommendations\nContains: Rebalancing methodologies (calendar-based, threshold-based, tactical), tax optimization strategies, transaction cost considerations, implementation timing\n\nreferences/target-allocations.md\n\nWhen: Need benchmark allocations for comparison\nContains: Model portfolios for conservative/moderate/growth/aggressive investors, sector target ranges, market cap distributions\n\nreferences/risk-profile-questionnaire.md\n\nWhen: User hasn't specified risk tolerance or target allocation\nContains: Risk assessment questions, scoring methodology, risk profile classification\nError Handling\n\nIf Alpaca MCP Server is not connected:\n\nInform user that Alpaca integration is required\nProvide setup instructions from references/alpaca-mcp-setup.md\nOffer alternative: manual data entry (less ideal, user provides CSV of positions)\n\nIf API returns incomplete data:\n\nProceed with available data\nNote limitations in report\nSuggest manual verification for missing positions\n\nIf position data seems stale:\n\nFlag the issue\nRecommend refreshing connection or checking Alpaca status\nProceed with analysis but caveat findings\n\nIf user has no positions:\n\nAcknowledge empty portfolio\nOffer portfolio construction guidance instead of analysis\nSuggest using value-dividend-screener or us-stock-analysis for stock ideas\nAdvanced Features\nTax-Loss Harvesting Opportunities\n\nIdentify positions with unrealized losses suitable for tax-loss harvesting:\n\nPositions with losses >5%\nHolding period considerations (avoid wash sale rule)\nReplacement security suggestions (similar but not substantially identical)\nDividend Income Analysis\n\nFor portfolios with dividend-paying stocks:\n\nEstimate annual dividend income\nDividend growth rate trajectory\nDividend coverage and sustainability\nYield on cost for long-term holdings\nCorrelation Matrix\n\nFor portfolios with 5-20 positions:\n\nEstimate correlation between major positions\nIdentify redundant positions (correlation >0.8)\nSuggest diversification improvements\nScenario Analysis\n\nModel portfolio behavior under different scenarios:\n\nBull Market (+20% equity appreciation)\nBear Market (-20% equity decline)\nSector Rotation (Tech weakness, Value strength)\nRising Rates (Impact on growth stocks and bonds)\nExample Queries\n\nBasic Portfolio Review:\n\n\"Analyze my portfolio\"\n\"Review my positions\"\n\"How's my portfolio doing?\"\n\nAllocation Analysis:\n\n\"What's my asset allocation?\"\n\"Am I too concentrated in tech?\"\n\"Show me my sector breakdown\"\n\nRisk Assessment:\n\n\"Is my portfolio too risky?\"\n\"What's my portfolio beta?\"\n\"What are my biggest risks?\"\n\nRebalancing:\n\n\"Should I rebalance?\"\n\"What should I buy or sell?\"\n\"How can I improve diversification?\"\n\nPerformance:\n\n\"What are my best and worst positions?\"\n\"How am I performing vs the market?\"\n\"Which stocks are winning and losing?\"\n\nPosition-Specific:\n\n\"Should I sell [SYMBOL]?\"\n\"Is [SYMBOL] overweight in my portfolio?\"\n\"What should I do with [SYMBOL]?\"\nLimitations and Disclaimers\n\nInclude in all reports:\n\nThis analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances, risk tolerance, and financial goals. Past performance does not guarantee future results. Consult with a qualified financial advisor before making investment decisions.\n\nData accuracy depends on Alpaca API and third-party market data sources. Verify critical information independently. Tax implications are estimates only; consult a tax professional for specific guidance."
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