Can I export the analysis results for other tools?

Yes, the skill outputs a structured JSON report that can be saved to a file or piped into other data processing tools for further visualization or record-keeping.

What kind of risk alerts does the skill provide?

It identifies concentration risk if a single stock exceeds 20% of your total portfolio value and triggers stop-loss alerts if a position drops more than 15% below your cost basis.

Does it provide advice on when to sell stocks?

It provides data-driven suggestions, such as recommending profit-taking for 'high flyers' that have gained over 50%, helping you lock in gains systematically.

How do I format my portfolio for analysis?

You provide a simple JSON file containing an array of objects, where each object includes the ticker symbol, quantity of shares, and your cost basis.

Portfolio Advisor

Name: Portfolio Advisor
Author: ai-align

byai-align

0•

Analíticas y Monitorización

Analyzes stock portfolios to provide performance insights, risk assessments, and actionable rebalancing suggestions.

Portfolio Advisor is a specialized Claude Code skill designed for investors and developers to monitor and optimize stock holdings through automated analysis. It processes portfolio data to calculate real-time valuations, track unrealized gains or losses, and identify critical risks such as over-concentration or significant drawdowns. By providing automated alerts for stop-losses and profit-taking opportunities, this skill helps users maintain a disciplined investment strategy and make data-driven decisions directly from their development environment.

Características Principales

01Automated concentration risk alerts for positions exceeding 20%

02Intelligent stop-loss monitoring for losses greater than 15%

03Detailed JSON-based reporting for diversification and metrics

040 GitHub stars

05Real-time valuation and total portfolio performance tracking

06Actionable suggestions for profit-taking on high-performing assets

Casos de Uso

01Identifying rebalancing opportunities based on specific gain/loss thresholds

02Automating weekly portfolio health checks via CLI

03Integrating risk management alerts into financial dashboard workflows

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add ai-align/finance-plugin portfolio-advisor

For use in Claude.ai and ChatGPT

Download Skill