Portfolio Advisor

A skill that analyzes a user's stock portfolio to provide insights on performance, diversification, and risk management.

Capabilities

• •Valuation: Calculate total portfolio value and daily change.
• •Performance: Track Unrealized P/L for each position and the total portfolio.
• •Risk Assessment:
  • •Concentration Risk: Alerts if a single stock makes up > 20% of the portfolio.
  • •Stop Loss: Alerts if a position is down > 15%.
• •Actionable Suggestions:
  • •Profit taking recommendations for high flyers (>50% gain).
  • •Rebalancing suggestions.

Workflow

1. Prepare Portfolio JSON

Create a JSON file with your current holdings:

[
  {"ticker": "AAPL", "quantity": 10, "cost_basis": 150.0},
  {"ticker": "MSFT", "quantity": 5, "cost_basis": 300.0}
]

2. Run Analysis

python3 ${CLAUDE_PLUGIN_ROOT}/skills/portfolio-advisor/scripts/main.py --portfolio /path/to/portfolio.json

3. Review Output

The output JSON will contain:

• •summary: Total value, Total P/L
• •holdings: Detailed per-stock analysis
• •suggestions: List of warnings and opportunities
• •metrics: Diversification stats

Command Options

# Analyze portfolio
python3 main.py --portfolio my_holdings.json

# Analyze and save report (standard redirection)
python3 main.py --portfolio my_holdings.json > report.json