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portfolio-management

HermeticOrmus ★ 1

This plugin provides portfolio construction, rebalancing, and asset allocation capabilities through a specialized Portfolio Engineer agent and pattern library. It enables mean-variance optimization, drift-based rebalancing, tax-loss harvesting, performance metrics (TWR/MWR), attribution analysis, and GIPS reporting workflows.

Data & Analytics Project Management No API key detected prompt pack

Install

> /plugin marketplace add HermeticOrmus/LibreFinTech-Claude-Code/tree/HEAD/plugins/portfolio-management
> /plugin install portfolio-management

Source: https://github.com/HermeticOrmus/LibreFinTech-Claude-Code/tree/HEAD/plugins/portfolio-management

What it's made of

1 command · 1 agent · 1 skill

Commands
1
Agents
1
Skills
1
MCP servers
0
Hooks
0

What it needs & plugs into

API keys
none
Paid services
none detected
External tools
none
Talks to
nothing external detected

Analyzed . Facts extracted from the plugin's files. Prose generated by claude-haiku-4-5-20251001.

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