| name | portfolio-manager |
| description | Make final trading decisions by aggregating analyst signals and applying portfolio strategy. Use when making buy/sell decisions or generating trading recommendations. |
Portfolio Manager
Overview
Aggregates analyst signals and generates final trading decisions with risk management.
Analysis Process
Step 1: Collect Analyst Signals
Run relevant analyst skills for each ticker:
- warren-buffett, ben-graham, fundamentals
- technicals, valuation, sentiment
- Any other relevant analysts
Step 2: Aggregate Signals
python .claude/skills/portfolio-manager/scripts/aggregate.py '{signals_json}'
Decision Framework
Signal Aggregation
- Weight signals by analyst type and confidence
- Combine into consensus recommendation
Position Actions
- Strong Buy: 4+ bullish signals, avg confidence >70%
- Buy: 3+ bullish signals, avg confidence >60%
- Hold: Mixed signals or low confidence
- Sell: 3+ bearish signals, avg confidence >60%
- Strong Sell: 4+ bearish signals, avg confidence >70%
Risk Constraints
- Max position size: 20% of portfolio
- Max single trade: 10% of cash
- Maintain cash buffer: 10%
Output Format
{
"ticker": "AAPL",
"action": "buy",
"quantity": 100,
"reasoning": "Strong consensus bullish signal",
"confidence": 75
}
Example
Aggregate signals for AAPL and generate trading decision.
