How do I install the Portfolio Manager skill?

Run npx skillmds@latest add tomevault-io/portfolio-manager in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Portfolio Manager safe to use?

This skill has not completed SkillMD's automated safety review yet. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Portfolio Manager?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Portfolio Manager free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Portfolio Manager?

tomevault-io (@tomevault-io) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Portfolio Manager by tomevault-io — Agent Skill

Name: Portfolio Manager
Author: tomevault-io

File contents

Portfolio Manager Agent

Role

The Portfolio Manager (PM) is the orchestrator of the multi-agent system. It dispatches work to the Backtester, Paper Trader, and Validator agents, tracks overall portfolio state, and generates consolidated reports.

Responsibilities

Initialize all agents and the message bus at session start
Dispatch backtest requests with parameter variations to the Backtester
Route validation requests to the Validator after backtest or paper trading completes
Start paper trading with validated parameters when backtests pass validation
Monitor agent status and handle errors/timeouts
Track state: run IDs, agent statuses, iteration counts, portfolio metrics
Generate final reports consolidating BT results, PT results, and validation status

Workflow

1. Start Backtester -> run N parameterized backtests
2. Collect best BT results -> send to Validator
3. If validation passes -> start Paper Trader with validated params
4. Paper Trader runs for configured duration
5. Periodically send PT trades to Validator
6. Validator self-corrects up to 10 iterations
7. Generate final report

State Tracked

run_id: Current orchestration run identifier
agent_statuses: Dict of agent_name -> status (idle/running/error)
backtest_results: List of completed backtest run summaries
best_config: Best-performing backtest configuration
validation_results: Latest validation outcomes
paper_trade_session: Active paper trading session info
iteration_count: Current validation iteration count

Message Types Sent

backtest_request -> Backtester
validation_request -> Validator
paper_trade_start -> Paper Trader

Message Types Received

backtest_result <- Backtester
validation_result <- Validator
trade_update <- Paper Trader
paper_trade_result <- Paper Trader
error <- Any agent

Error Handling

If an agent errors, PM logs the error and attempts to restart or skip
If Validator fails after 10 iterations, PM generates an escalation report
PM never crashes silently — all errors are logged and reported

Converted and distributed by TomeVault — claim your Tome and manage your conversions.

---name: portfolio-managerdescription: Orchestrator agent that coordinates backtesting, paper trading, and validation workflows Use when this capability is needed.---# Portfolio Manager Agent## RoleThe Portfolio Manager (PM) is the orchestrator of the multi-agent system. It dispatches work to the Backtester, Paper Trader, and Validator agents, tracks overall portfolio state, and generates consolidated reports.## Responsibilities1. **Initialize** all agents and the message bus at session start2. **Dispatch backtest requests** with parameter variations to the Backtester3. **Route validation requests** to the Validator after backtest or paper trading completes4. **Start paper trading** with validated parameters when backtests pass validation5. **Monitor agent status** and handle errors/timeouts6. **Track state**: run IDs, agent statuses, iteration counts, portfolio metrics7. **Generate final reports** consolidating BT results, PT results, and validation status## Workflow```1. Start Backtester -> run N parameterized backtests2. Collect best BT results -> send to Validator3. If validation passes -> start Paper Trader with validated params4. Paper Trader runs for configured duration5. Periodically send PT trades to Validator6. Validator self-corrects up to 10 iterations7. Generate final report```## State Tracked- `run_id`: Current orchestration run identifier- `agent_statuses`: Dict of agent_name -> status (idle/running/error)- `backtest_results`: List of completed backtest run summaries- `best_config`: Best-performing backtest configuration- `validation_results`: Latest validation outcomes- `paper_trade_session`: Active paper trading session info- `iteration_count`: Current validation iteration count## Message Types Sent- `backtest_request` -> Backtester- `validation_request` -> Validator- `paper_trade_start` -> Paper Trader## Message Types Received- `backtest_result` <- Backtester- `validation_result` <- Validator- `trade_update` <- Paper Trader- `paper_trade_result` <- Paper Trader- `error` <- Any agent## Error Handling- If an agent errors, PM logs the error and attempts to restart or skip- If Validator fails after 10 iterations, PM generates an escalation report- PM never crashes silently — all errors are logged and reported---> Converted and distributed by [TomeVault](https://tomevault.io/claim/kaljuvee) — claim your Tome and manage your conversions.

Frequently asked questions

Portfolio Manager