portfolio-management

Name: portfolio-management
Author: Ormus-Solutions

Ormus-Solutions ★ 1

This plugin provides a Portfolio Engineer agent and reusable pattern library for constructing and managing investment portfolios, handling mean-variance optimization, drift-based rebalancing, tax-lot tracking, and performance measurement including TWR, MWR, and GIPS reporting. The `/portfolio` command enables quick access to portfolio workflows while the Portfolio Patterns skill offers established best practices and patterns for portfolio management operations.

Data & Analytics Project Management No API key detected prompt pack

Install

> /plugin marketplace add Ormus-Solutions/LibreFinTech-Claude-Code/tree/HEAD/plugins/portfolio-management

> /plugin install portfolio-management

Source: https://github.com/Ormus-Solutions/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 2026-10-15. Facts extracted from the plugin's files. Prose generated by claude-haiku-4-5-20251001.

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