Portfolio Manager

Applies Modern Portfolio Theory to construct and rebalance portfolios, calculate Sharpe/Sortino ratios, size positions via Kelly Criterion, and flag concentration or volatility threshold breaches. Use when reviewing a portfolio or planning an asset allocation. Trigger with "review my portfolio", "optimize asset allocation".

Type
subagent
GitHub stars
★ 2.5K
Repository
jeremylongshore/claude-code-plugins-plus-skills
Category
—

Install

  1. 1Manual install

    Copy the subagent file from the repository into ~/.claude/agents/<name>.md. The filename must match the subagent name (e.g. portfolio-manager.md).

  2. 2Verify

    /agents, /commands or /hooks in Claude Code

    Restart Claude Code and list your installed components to confirm it was picked up.

⚠️ Some repositories ship a CLI installer — check the repo README for the recommended method.

View on GitHub ↗

Prefer the full source? The repository README is the authoritative install reference.