Portfolio Manager

# Portfolio Manager

Comprehensive portfolio analysis and management skill that integrates with Alpaca MCP Server to fetch real-time holdings data and generate detailed portfolio reports with rebalancing recommendations.

## Overview

Portfolio Manager analyzes your investment portfolio across multiple dimensions:

- **Asset Allocation** - Stocks, bonds, cash distribution vs target allocation
- **Diversification** - Sector breakdown, position concentration, correlation analysis
- **Risk Assessment** - Portfolio beta, volatility, maximum drawdown, risk score
- **Performance Review** - Winners/losers, absolute and relative returns, benchmarking
- **Position Analysis** - Detailed evaluation of individual holdings (HOLD/ADD/TRIM/SELL recommendations)
- **Rebalancing Plan** - Specific actions to optimize portfolio allocation

## Features

✅ **Alpaca Integration** - Automatically fetches positions via Alpaca MCP Server
✅ **Multi-Dimensional Analysis** - Asset class, sector, geography, market cap, style
✅ **Risk Metrics** - Beta, volatility, drawdown, concentration, HHI
✅ **Position Evaluation** - Thesis validation, valuation, sizing, relative opportunity
✅ **Rebalancing Recommendations** - Prioritized actions (TRIM/ADD/HOLD/SELL)
✅ **Comprehensive Reports** - Markdown reports saved to repository
✅ **Model Portfolios** - Compare to Conservative/Moderate/Growth/Aggressive benchmarks

## Prerequisites

### Required: Alpaca Account and MCP Server

This skill requires:

1. **Alpaca Brokerage Account** (paper or live)
   - Sign up: https://alpaca.markets/
   - Paper trading account (free, simulated money) recommended for testing

2. **Alpaca MCP Server** configured in Claude
   - Provides access to portfolio positions via MCP tools
   - Setup guide: `references/alpaca-mcp-setup.md`

3. **API Credentials** (API Key ID and Secret Key)
   - Generate in Alpaca dashboard
   - Set environment variables:
     ```bash
     export ALPACA_API_KEY="your_api_key_id"
     export ALPACA_SECRET_KEY="your_secret_key"
     export ALPACA_PAPER="true"  # or "false" for live trading
     ```

### Optional: Manual Data Entry

If Alpaca MCP Server is unavailable, you can provide portfolio data manually via CSV:

```csv
symbol,quantity,cost_basis,current_price
AAPL,100,150.00,175.50
MSFT,50,280.00,310.25
```

## Installation

### For Claude Desktop/Code Users

1. **Copy skill to Claude Skills directory:**
   ```bash
   cp -r portfolio-manager ~/.claude/skills/
   ```

2. **Restart Claude** to detect the skill

3. **Configure Alpaca credentials** (see Prerequisites)

### For Claude Web App Users

1. **Download skill package:**
   - `skill-packages/portfolio-manager.skill`

2. **Upload to Claude:**
   - Click "+" in Claude web interface
   - Select "Upload Skill"
   - Choose `portfolio-manager.skill`

3. **Note:** Alpaca MCP Server may not be available in web version; use manual CSV data entry

## Usage

### Basic Portfolio Analysis

Simply ask Claude to analyze your portfolio:

```
"Analyze my portfolio"
"Review my current positions"
"How's my portfolio doing?"
```

The skill will:
1. Fetch positions from Alpaca via MCP
2. Enrich data with market information
3. Perform comprehensive analysis
4. Generate detailed report
5. Provide rebalancing recommendations

### Specific Analysis Types

**Asset Allocation Check:**
```
"What's my current asset allocation?"
"Am I properly diversified?"
```

**Risk Assessment:**
```
"How risky is my portfolio?"
"What's my portfolio beta?"
"What are my biggest risks?"
```

**Rebalancing:**
```
"Should I rebalance my portfolio?"
"What should I buy or sell?"
"Is anything too concentrated?"
```

**Position Review:**
```
"Should I sell Tesla?"
"Is Apple overweight in my portfolio?"
"What should I do with my tech stocks?"
```

**Performance:**
```
"What are my best performing stocks?"
"Which positions are losing money?"
"How am I doing vs the S&P 500?"
```

## Analysis Output

Portfolio Manager generates a comprehensive markdown report i