Install this Claude Code skill.
Name: Portfolio Analyzer
Save to: ~/.claude/skills/portfolio-analyzer.md

---
---
name: Portfolio Analyzer
description: Analyze a stock portfolio for allocation, risk, and rebalancing opportunities
---

Analyze the user's stock portfolio using the Stock Market MCP.

## Instructions

1. Ask the user for their holdings:
   - Ticker symbols and number of shares (or dollar amounts)
   - Example: "AAPL 50, MSFT 30, GOOGL 20, VTI 100"

2. Use the Stock Market MCP to fetch:
   - Current quotes for all holdings
   - Historical data (1 year) for correlation analysis
   - Financial data for fundamental metrics
   - Sector classification for each holding

3. Calculate and present:

   **Portfolio Overview:**
   | Ticker | Shares | Price | Value | Weight |
   |--------|--------|-------|-------|--------|
   Total portfolio value and daily P&L

   **Sector Allocation:**
   Pie-chart-style breakdown (text-based):
   - Technology: 45%
   - Healthcare: 20%
   - etc.

   **Risk Metrics:**
   - Portfolio beta (vs S&P 500)
   - Estimated annualized volatility
   - Sharpe ratio (assume risk-free rate)
   - Max drawdown (trailing 1 year)
   - Correlation matrix between holdings

   **Concentration Risk:**
   Flag any single position >25% of portfolio
   Flag any single sector >40% of portfolio

4. Suggest rebalancing opportunities:
   - Overweight/underweight positions vs equal-weight or market-cap-weight
   - Diversification gaps (missing sectors, high correlation pairs)

## Disclaimer
This is for informational and educational purposes only. Not financial advice.