portfolio-manager
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.
Why use this skill?
Analyze your brokerage holdings, risk, and asset allocation automatically with the Portfolio Manager. Get actionable rebalancing insights via Alpaca.
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/veeramanikandanr48/portfolio-managerWhat This Skill Does
The Portfolio Manager skill is a powerful analytical engine designed to provide deep insights into your investment accounts. By leveraging the Alpaca MCP (Model Context Protocol) server, the agent securely connects to your live brokerage data to perform real-time evaluations. Unlike static tracking apps, this skill actively fetches your current positions, cost basis, and account equity to calculate performance metrics, asset allocation, and risk exposure. It provides actionable intelligence by identifying over-concentrated positions, assessing diversification levels, and generating data-driven rebalancing recommendations tailored to your specific holdings. Whether you are a casual investor looking for a high-level summary or a serious trader needing a technical breakdown of unrealized gains and sector exposure, the Portfolio Manager acts as a private, AI-powered financial analyst accessible right within your OpenClaw environment.
Installation
To integrate the Portfolio Manager into your OpenClaw agent, ensure you have the Alpaca MCP server properly authenticated. Then, execute the following command in your terminal:
clawhub install openclaw/skills/skills/veeramanikandanr48/portfolio-manager
After installation, verify that the Alpaca API keys are stored in your secure environment variables and that the MCP server is initialized to allow the skill to read your portfolio data.
Use Cases
This skill is ideal for investors who require frequent portfolio maintenance without manual data entry. Key use cases include:
- Periodic Portfolio Audits: Automatically generating a snapshot of your holdings to see where your money is currently allocated.
- Risk Mitigation: Identifying if a single stock has grown too large, threatening your portfolio's diversification.
- Rebalancing Decisions: Using performance data to determine which assets to trim or add to maintain your target asset allocation.
- Performance Review: Evaluating realized versus unrealized gains over specific market intervals.
Example Prompts
- "Analyze my current portfolio and tell me if I am too heavily invested in tech stocks."
- "Review my portfolio performance for the last quarter and suggest rebalancing moves based on current market trends."
- "What is my total account equity and which of my positions has the highest unrealized loss?"
Tips & Limitations
- Security: Always verify that your Alpaca API keys have read-only access if you do not wish for the agent to execute trades.
- Data Latency: While Alpaca provides real-time market data, ensure your internet connection is stable to receive the most current quote prices during analysis.
- Limitations: The skill is dependent on the uptime and availability of the Alpaca MCP server. It currently focuses on equities; crypto or options support may vary based on your specific Alpaca account type.
Metadata
Not sure this is the right skill?
Describe what you want to build — we'll match you to the best skill from 16,000+ options.
Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-veeramanikandanr48-portfolio-manager": {
"enabled": true,
"auto_update": true
}
}
}Tags(AI)
Flags: external-api
Related Skills
earnings-calendar
This skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API. Use this when the user requests earnings calendar data, wants to know which companies are reporting earnings in the upcoming week, or needs a weekly earnings review. The skill focuses on mid-cap and above companies (over $2B market cap) that have significant market impact, organizing the data by date and timing in a clean markdown table format. Supports multiple environments (CLI, Desktop, Web) with flexible API key management.
better-auth
Self-hosted auth for TypeScript/Cloudflare Workers with social auth, 2FA, passkeys, organizations, RBAC, and 15+ plugins. Requires Drizzle ORM or Kysely for D1 (no direct adapter). Self-hosted alternative to Clerk/Auth.js. Use when: self-hosting auth on D1, building OAuth provider, multi-tenant SaaS, or troubleshooting D1 adapter errors, session caching, rate limits, Expo crashes, additionalFields bugs.
dividend-growth-pullback-screener
Use this skill to find high-quality dividend growth stocks (12%+ annual dividend growth, 1.5%+ yield) that are experiencing temporary pullbacks, identified by RSI oversold conditions (RSI ≤40). This skill combines fundamental dividend analysis with technical timing indicators to identify buying opportunities in strong dividend growers during short-term weakness.
cli-developer
Use when building CLI tools, implementing argument parsing, or adding interactive prompts. Invoke for CLI design, argument parsing, interactive prompts, progress indicators, shell completions.
options-strategy-advisor
Options trading strategy analysis and simulation tool. Provides theoretical pricing using Black-Scholes model, Greeks calculation, strategy P/L simulation, and risk management guidance. Use when user requests options strategy analysis, covered calls, protective puts, spreads, iron condors, earnings plays, or options risk management. Includes volatility analysis, position sizing, and earnings-based strategy recommendations. Educational focus with practical trade simulation.