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Trading and investing

Portfolio Manager

Review investment holdings, allocation, risk, buying power, and position health. Select the Alpaca, Interactive Brokers, or NinjaTrader account adapter explicitly; supports IB action reports and NinjaTrader stop/margin checks. A supplied export supports a limited manual review. Does not switch accounts or submit rebalancing orders.

Works with the context you provideVersion 1.0.0

Portfolio Manager

First read and apply `references/chiefos-runtime.md`. Choose the source method below that matches the requested outcome and available evidence; do not execute every alternate provider path.

tradermonty: portfolio-manager

Load `references/tradermonty/portfolio-manager/SKILL.md` for the complete method, required inputs, ordered decisions, and output contract. Resolve its local resources beneath the same directory.

staskh: ib-account

Load `references/staskh/ib-account/SKILL.md` for the complete method, required inputs, ordered decisions, and output contract. Resolve its local resources beneath the same directory.

staskh: ib-portfolio

Load `references/staskh/ib-portfolio/SKILL.md` for the complete method, required inputs, ordered decisions, and output contract. Resolve its local resources beneath the same directory.

staskh: ib-portfolio-action-report

Load `references/staskh/ib-portfolio-action-report/SKILL.md` for the complete method, required inputs, ordered decisions, and output contract. Resolve its local resources beneath the same directory.

ninjatrader: position-watchdog

Load `references/ninjatrader/position-watchdog/SKILL.md` for the complete method, required inputs, ordered decisions, and output contract. Resolve its local resources beneath the same directory.

agiprolabs: portfolio-analytics

Load `references/agiprolabs/portfolio-analytics/SKILL.md` for the complete method, required inputs, ordered decisions, and output contract. Resolve its local resources beneath the same directory.

Alternate source routing

Additional methods: ib-account, ib-portfolio, ib-portfolio-action-report, position-watchdog, portfolio-analytics. Use the applicable source for its provider and output, retaining the same canonical ChiefOS identity. For a source-specific request, load that source method before answering.

For upstream sibling names, resolve the canonical skill and source entrypoint with `references/source-routing.json`. Load sibling resources from that canonical skill; do not assume the original directory name is independently installed.