Results for “portfolio-management”
8 skills
tradermonty Portfolio Manager
Analyze investment portfolios by fetching real-time holdings via Alpaca MCP Server, then assess asset allocation, diversification, risk metrics, and generate rebalancing recommendations.
2.3k · bundle
kbarbel640-del Onchain
Tracks crypto prices, wallet balances, portfolio values, CEX holdings, and Polymarket predictions via a CLI.
1 · bundle
demerzels-lab Onchain
Tracks crypto portfolio values, wallet balances, market prices, CEX history, and Polymarket predictions from the command line.
10 · bundle
dvcrn Onchain
Track crypto prices, wallet balances, portfolio values, CEX holdings, and Polymarket predictions via a command-line interface.
32
tradermonty Trader Memory Core
Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis.
2.3k · bundle
tradermonty Kanchi Dividend Review Monitor
Monitor dividend portfolios for risk triggers and route anomalies into a human review queue without auto-selling.
2.3k · bundle
tradermonty Institutional Flow Tracker
Tracks institutional investor ownership changes and portfolio flows using 13F filings data to identify stocks with significant smart money accumulation or distribution.
2.3k · bundle
johnalbertini14-glitch Onchain
Tracks crypto prices, wallet balances, portfolio values, and CEX history via a command-line interface, with support for Polymarket prediction markets.
1 · bundle