Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.
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Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install portfolio-managerOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install portfolio-managerβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/portfolio-manager/π‘Extract and place the folder at the path above, then restart your agent.
Category
πFinance & InvestmentWhat Portfolio Manager can do for your AI workflow
Comprehensive portfolio directly from your Claude conversation
Works across Claude, Cursor, OpenClaw β install once, use everywhere
Trusted by 3,918+ developers worldwide
One-command installation β no complex setup required
Combine with other skills to build powerful multi-step AI workflows
Try these prompts with your AI agent after installing Portfolio Manager
Help me get started with Portfolio Manager
Explains what Portfolio Manager does, walks through the setup, and runs a quick demo based on your current project
Use Portfolio Manager to comprehensive portfolio analysis using Alpaca MCP Server integratio...
Invokes Portfolio Manager with the right parameters and returns the result directly in the conversation
What can I do with Portfolio Manager in my finance & investment workflow?
Lists the top use cases for Portfolio Manager, with example commands for each scenario
Guides & tutorials for AI skills
Portfolio Manager extends your AI assistant with the ability to comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account. Rather than leaving your conversation to handle this manually, you can ask your Claude agent directly β and it will take care of the task end-to-end, using Portfolio Manager as its underlying capability.
Portfolio Manager works across Claude, Cursor, OpenClaw through the Model Context Protocol (MCP) β an open standard that lets AI clients share tools and skills without lock-in. Because MCP is platform-agnostic by design, you install Portfolio Manager once and it becomes available across all your AI clients. Whether you're working in Claude for focused sessions or Cursor for integrated workflows, the skill behaves consistently.
Portfolio Manager installs like any other MCP skill: drop the folder into `~/.claude/skills/portfolio-manager/` for global access, or `.claude/skills/portfolio-manager/` to keep it scoped to one project. After a quick restart of Claude, you can trigger it explicitly with `/portfolio-manager`, or let the AI decide when it's the right tool for your request.
Portfolio Manager has been installed 3,918 times, making it one of the more actively used skills in the Finance & Investment category. The install rate suggests it solves a real, recurring need rather than a niche edge case. Like all skills on DiscoverAISkills, it is free to install and use. The broader AI skills ecosystem continues to expand as developers contribute new capabilities across categories like developer tools, data analysis, writing, automation, and more.
Place the skill folder at ~/.claude/skills/portfolio-manager/ for personal use (all projects), or .claude/skills/portfolio-manager/ for project-specific use. Restart your AI client, then invoke with /portfolio-manager or let the AI discover it automatically.
Portfolio Manager supports Claude, Cursor, OpenClaw. It integrates seamlessly with these AI platforms to extend their capabilities.
Portfolio Manager is free to install. Check the repository for licensing information.
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.
Automate my finance & investment tasks using Portfolio Manager
Identifies repetitive steps in your workflow and sets up Portfolio Manager to handle them automatically
MCP vs traditional plugins: what's the difference?
Portfolio Manager is categorized under Finance & Investment. These skills help AI agents perform specialized tasks in this domain.