Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.
Initial release with comprehensive portfolio analysis features using Alpaca MCP Server integration. - Fetches live portfolio, holdings, and account data via Alpaca MCP Server. - Analyzes asset allocation, diversification, and risk using structured frameworks. - Delivers detailed position, sector, and overall portfolio breakdowns. - Identifies concentration risks and generates rebalancing recommendations. - Supports performance evaluation, risk assessment, and actionable insights. - Notifies user if Alpaca MCP Server setup is missing, with setup guidance.