portfolio-analysis-agent

Files (5)

• README.md
• SKILL.md
• analyze-portfolio.md · commands/
• portfolio-report.md · commands/
• portfolio_analysis_agent.py

SKILL.md (first lines)

# Portfolio Analysis Agent

**Version**: 1.0.0
**Category**: Financial Analysis / Portfolio Management
**Author**: Claude Code
**Last Updated**: November 22, 2025

## Overview

Comprehensive portfolio analysis system integrating historical trade analysis, forward projections, tax planning, and risk assessment into a unified workflow.

## Features

### 1. **Integrated Analysis**
- Historical trade performance
- Forward projections (3-5 years)
- Tax obligation forecasting
- Risk metric calculation
- Edge identification
- Complete portfolio dashboard

### 2. **Trading Analysis**
- Load Interactive Brokers CSV statements
- Calculate win rate, average returns, profit factor
- Time-of-day edge analysis
- Symbol-level performance
- Position sizing audit

### 3. **Forward Projections**
- Multi-year portfolio growth forecasts
- Scenario analysis (conservative/baseline/aggressive)
- Quarterly tax extraction modeling
- Monthly and quarterly breakdowns

### 4. **Tax Planning**
- Quarterly tax obligation calculations
- Federal + state tax breakdown
- Multi-state comparisons (NY vs FL/TX)
- Payment schedule generation
- Tax reserve tracking

### 5. **Risk Analysis**
- Maximum drawdown calculations
- Sharpe ratio approximations
- Volatility metrics
- Position sizing recommendations
- Stop-loss impact analysis

### 6. **Dashboard & Reporting**
- Comprehensive portfolio dashboard (JSON)
- Markdown and LaTeX reports
- CSV exports of all data
- Google Drive integration
- Performance tracking over time

## Usage

### Complete Portfolio Analysis
```bash
/analyze-portfolio <path-to-csv>
```

**Workflow**:
1. Load IB CSV statement
2. Calculate trading metrics
3. Identify trading edge
4. Run 3-year projections
5. Analyze risk
6. Calculate tax obligations
7. Generate comprehensive report

**Output**:
- `portfolio_analysis_YYYYMMDD.md` - Full report
- `portfolio_dashboard_YYYYMMDD.json` - Dashboard data
- `portfolio_trades.csv` - Trade-by-trade export

### Generate PDF Report
```bash
/portfolio-report --format pdf
```

**Output**:
- Professional LaTeX PDF report (15+ pages)
- Executive summary
- Trade analysis
- Edge identification
- Forward projections
- Tax planning
- Risk assessment
- Recommendations

### Track Performance
```bash
/portfolio-track --month 11
```

**What It Does**:
- Compare actual vs projected performance
- Calculate variance
- Identify deviations
- Update baseline assumptions
- Recalibrate projections

### Edge Analysis Only
```bash
/portfolio-edge-analysis
```

**Output**:
- Time-of-day performance breakdown
- Symbol-level profitability
- Intraday vs swing trade comparison
- Best/worst time windows
- Repeatable pattern identification

## Configuration

Uses `PORTFOLIO_PARAMETERS_COMPLETE.yaml`:

```yaml

From astoreyai/claude-skills, MIT.

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