Results for “portfolio-notes”

Analyze investment portfolios by fetching real-time holdings via Alpaca MCP Server, then assess asset allocation, diversification, risk metrics, and generate rebalancing recommendations.

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.

Monitor dividend portfolios for risk triggers and route anomalies into a human review queue without auto-selling.

Tracks crypto prices, wallet balances, portfolio values, and CEX history via a command-line interface, with support for Polymarket prediction markets.