portfolio-manager

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.