Monitors and manages trading portfolios by analyzing open positions, PnL, and margin health in real-time.
The Portfolio skill provides a systematic framework for Claude to oversee live trading accounts, offering deep insights into open positions, unrealized PnL, and margin utilization. It enables users to automate the monitoring of winning and losing trades, identify high-risk margin levels exceeding 70%, and implement critical risk management strategies like tightening stop-losses or taking partial profits. This skill is essential for traders using MCP agents who need a structured workflow to maintain account health and execute discipline in their trading strategies.
Características Principales
01Automated margin utilization calculation with high-risk flagging
02Standardized portfolio health reporting and summary tables
03Systematic unrealized PnL assessment across the entire portfolio
04Real-time tracking of positions including symbol, size, leverage, and mark price
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06Dynamic risk adjustment suggestions for stop-loss and take-profit levels
Casos de Uso
01Automating daily trading account reviews and risk assessments
02Monitoring margin health to prevent liquidations during high market volatility
03Executing disciplined profit-taking and loss-mitigation workflows
