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portfolio-advisor
dretech-ai ★ 1
portfolio-advisor analyzes personal investment portfolios from your brokerage, 401(k), and IRA statements, covering allocation drift, tax optimization, concentration risk, and retirement trajectory. It maintains a local markdown ledger across sessions to track your profile, target allocation, and past reviews, with a safety hook that prevents account numbers from being written to files.
Install
> /plugin marketplace add dretech-ai/dretech-agents/tree/HEAD/plugins/portfolio-advisor
> /plugin install portfolio-advisor
Source: https://github.com/dretech-ai/dretech-agents/tree/HEAD/plugins/portfolio-advisor
What it's made of
3 commands · 1 skill · 1 hook
- Commands
- 3
- Agents
- 0
- Skills
- 1
- MCP servers
- 0
- Hooks
- 1 · PreToolUse
What it needs & plugs into
- API keys
- none
- Paid services
- none detected
- External tools
bash- Talks to
- nothing external detected
Analyzed . Facts extracted from the plugin's files. Prose generated by claude-haiku-4-5-20251001.
Is this your plugin?
Claim it to keep the card accurate and enter the weekly contest. Requires signing in as the GitHub owner (dretech-ai).