A sophisticated investment management skill that integrates with Alpaca to provide real-time portfolio auditing, risk assessment, and rebalancing logic.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install portfolio-manager
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install portfolio-manager using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Portfolio Manager?
Portfolio Manager is a professional-grade financial analysis tool built to help investors manage their brokerage accounts through automated intelligence. By leveraging the Alpaca MCP Server, this tool within the Openclaw Skills ecosystem connects directly to live brokerage data to fetch current holdings, equity levels, and historical performance. It moves beyond simple tracking by performing deep-dive evaluations into asset allocation, sector concentration, and risk metrics like portfolio beta and maximum drawdown.
Designed for developers and investors who value data-driven decision-making, these Openclaw Skills synthesize complex market data into actionable reports. The skill automatically enriches your raw position data with fundamental and technical analysis, ensuring that every rebalancing recommendation is backed by current market conditions. Whether you are managing a conservative income fund or an aggressive growth portfolio, this skill provides the analytical framework necessary to maintain a disciplined investment strategy.
Portfolio Manager Use Cases
- Reviewing live brokerage positions and calculating total unrealized P&L
- Analyzing asset allocation across sectors, market caps, and geographies to identify gaps
- Assessing portfolio-wide risk levels and identifying high-volatility concentrations
- Generating automated rebalancing plans based on target risk profiles or investment goals
- Validating investment theses for individual holdings using technical and fundamental indicators
How Portfolio Manager Works
- Connects to the Alpaca MCP Server to securely retrieve account equity, cash balances, and current positions.
- Enriches the portfolio data by fetching external market metrics, sector classifications, and recent news for each holding.
- Calculates comprehensive portfolio metrics including weighted beta, diversification scores, and correlation between assets.
- Compares the current state against target allocation templates to identify significant drifts or concentration risks.
- Formulates specific trade recommendations (Buy, Sell, Trim, Hold) to optimize the portfolio according to the user's risk profile.
- Generates a detailed Markdown report with an executive summary, performance review, and prioritized action items.
Portfolio Manager Setup
To utilize this skill, you must have an active Alpaca account and the Alpaca MCP Server configured.
# Install the Alpaca MCP Server globally
npm install -g @modelcontextprotocol/server-alpaca
# Configure your API credentials
export ALPACA_API_KEY="your_api_key"
export ALPACA_SECRET_KEY="your_secret_key"
export ALPACA_PAPER=true # Set to false for live accounts
Once the server is running, Openclaw Skills can automatically invoke the portfolio tools to begin analysis.
Portfolio Manager Data Schema & Taxonomy
The skill generates a comprehensive analysis report and processes data using the following structure:
| Component | Metadata Tracked |
|---|---|
| Account Summary | Total Equity, Buying Power, Cash Balance, P&L % |
| Position Metrics | Symbol, Quantity, Average Cost, Market Value, Unrealized Gain/Loss |
| Risk Analysis | Portfolio Beta, Maximum Drawdown, HHI Concentration Index |
| Allocation Data | Sector Weightings, Asset Class Distribution, Market Cap Mix |
All findings are consolidated into a file named portfolio_analysis_YYYY-MM-DD.md located in the root directory.
Portfolio Manager Advanced Features
- Tax-Loss Harvesting: Identifies specific positions with unrealized losses to help offset capital gains taxes.
- Dividend Trajectory: Estimates future annual dividend income and analyzes yield on cost for long-term holdings.
- Correlation Mapping: Detects highly correlated assets that may be creating a false sense of diversification.
- Scenario Simulation: Models how your current Openclaw Skills managed portfolio would perform under various market stress tests like a 20% decline or rising interest rates.
- Thesis Validation: Cross-references recent earnings and news to determine if the original reason for owning a stock still applies.
SKILL.md
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