新增 17 個 Skills 並完成全員技能配置
- 新增 17 個 SKILL.md(tradermonty + langalpha 來源): breadth-chart-analyst, catalyst-calendar, competitive-analysis, comps-analysis, dcf-model, earnings-analysis, earnings-preview, earnings-trade-analyzer, edge-concept-synthesizer, edge-hint-extractor, options-strategy-advisor, pair-trade-screener, pead-screener, portfolio-manager, sector-overview, stanley-druckenmiller-investment, theme-detector - 更新全部 11 個 Agent 的 AGENTS.md(含原本空白的 ceo 與 xiao-an) - 更新 docs/agent-skill-mapping.md 至 v3.0(71 個配置,62 個技能) - 台股 + 美股雙市場覆蓋,Skills 均基於真實開源 repo Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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---
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name: 投資組合管理員
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description: 透過 Alpaca MCP 分析投資組合配置、風險指標、再平衡建議、稅損採收機會與股息分析,約 1100 行的完整投資組合管理技能
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metadata:
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sources:
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- kind: github-file
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repo: tradermonty/claude-trading-skills
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path: skills/portfolio-manager/SKILL.md
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usage: referenced
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---
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# 投資組合管理員
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完整投資組合管理工具,為執行長和量化策略師提供組合層級的決策支援。
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## 功能
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### 配置分析
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- 持倉配置(按板塊、市值、地區)
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- 集中度風險(單一標的/板塊上限)
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- Beta 加權曝險
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### 風險指標
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- 投資組合 Beta
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- 相關性矩陣(避免過度集中相似標的)
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- 最大回撤預估
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- VaR(風險值)
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### 再平衡建議
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- 偏離目標配置的標的
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- 建議買入/賣出操作
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- 交易成本最小化
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### 稅損採收
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- 虧損部位識別
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- 稅損採收時機建議
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- 替代標的推薦(避免 Wash Sale 規則)
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### 股息分析
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- 組合殖利率
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- 股息成長趨勢
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- 派息穩定性評估
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## 需要的 MCP 工具
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- **Alpaca MCP**(主要):帳戶資料、持倉、歷史交易
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- `yfinance`:補充市場數據
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## ⚠️ 注意
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需要 Alpaca 帳戶設定。目前為規劃技能,實際啟用需配置 Alpaca MCP。
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