Use Case
Portfolio Manager isn't just for solo use β teams can share skills and build consistent AI workflows across the organization. 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. This guide covers how to deploy Portfolio Manager for your team, standardize prompts, and create shared workflows that everyone can use.
Install Portfolio Manager in your project directory: .claude/skills/portfolio-manager/
Commit the skill folder to your repository so the whole team has access
Document your team's standard prompts in a shared README
Use Portfolio Manager in code reviews, standups, and planning sessions
Iterate: collect feedback from the team and refine your prompts
Copy these prompts and use them with your AI agent after installing Portfolio Manager
How can my team use Portfolio Manager together?
Set up Portfolio Manager for our project so everyone can use it
Create a shared workflow using Portfolio Manager for our team
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.