Results for “portfolio-management”
15 skills
majiayu000 Aqr Factor Investing
Builds systematic factor-based investment strategies following AQR Capital Management's methodology, covering factor construction, portfolio optimization, and risk management.
567 · bundle
tradermonty Position Sizer
Calculate risk-based position sizes for long stock trades using fixed fractional, ATR-based, or Kelly Criterion methods with portfolio constraints.
2.3k · bundle
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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 Alpaca
Trade stocks and crypto via Alpaca API, including market data, order placement, portfolio management, and account info, with support for paper and live trading.
1 · bundle
nvidia Cufolio
Build, optimize, backtest, rebalance, or analyze stock portfolios using NVIDIA-accelerated Mean-CVaR optimization with cuOpt GPU solver.
2.2k · bundle
tradermonty Exposure Coach
Synthesize market breadth, regime, and flow signals into a unified capital commitment recommendation with exposure ceiling, bias, and action guidance.
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
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
alphagbm Alphagbm Buffett Analysis
Scores any US stock ticker through Warren Buffett's four-lens framework (business simplicity, moat, management, valuation) and returns a weighted HOLDABLE/WATCHABLE/AVOID verdict.
1.2k
alphagbm Alphagbm Options Strategy
Recommends optimal multi-leg option strategies based on market view, with 15+ templates and full P&L profiles.
1.2k
tradermonty Breakout Trade Planner
Generate Minervini-style breakout trade plans from VCP screener output with risk calculation, portfolio heat management, and Alpaca-compatible order templates.
2.3k · bundle