How does the edge identification feature work?

It analyzes trade entry and exit times to find high-probability windows and correlates profitability with specific tickers to identify repeatable intraday patterns.

Does it require a live brokerage API connection?

No, it operates locally on exported CSV files to ensure security and privacy while allowing for detailed offline analysis of your trading history.

Can it calculate taxes for different states?

Yes, the skill supports federal tax calculations and provides specific modeling for multi-state comparisons, including New York, Florida, and Texas.

What data sources does this skill support?

Currently, the skill is optimized for Interactive Brokers (IB) CSV statements, though its parsing logic can be adapted for other brokerage exports via configuration.

What kind of reports can it generate?

It produces comprehensive Markdown reports, professional LaTeX-based PDFs, JSON dashboard data, and CSV exports of cleaned trade history.

Portfolio Analysis Agent

Name: Portfolio Analysis Agent
Author: astoreyai

byastoreyai

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Analytics & Monitoring

Automates comprehensive financial portfolio analysis by integrating historical trade data, risk assessment, and forward-looking tax and growth projections.

About

The Portfolio Analysis Agent is a specialized tool for traders and investors to transform raw Interactive Brokers data into actionable intelligence. It automatically calculates key performance indicators like win rates and Sharpe ratios while identifying specific trading edges based on time and symbol performance. Beyond historical analysis, it generates multi-year growth forecasts, models quarterly tax obligations across different states, and produces professional LaTeX reports, making it an essential companion for systematic traders looking to optimize their risk management and financial planning within the Claude Code environment.

Key Features

1 GitHub stars
Advanced risk assessment featuring maximum drawdown, Sharpe ratio, and position sizing audits
Integrated tax obligation planning for federal and specific state jurisdictions like NY, FL, and TX
Automated Interactive Brokers (IB) CSV statement parsing and performance metrics calculation
Strategic edge identification using time-of-day and symbol-level profitability analysis
Multi-year portfolio growth forecasting with scenario-based modeling and milestone tracking

Use Cases

Projecting long-term portfolio growth while factoring in recurring quarterly tax reserves
Auditing historical trading performance to identify high-probability time windows and profitable symbols
Generating professional-grade PDF reports for financial record-keeping or stakeholder reviews

About

Key Features

1 GitHub stars
Advanced risk assessment featuring maximum drawdown, Sharpe ratio, and position sizing audits
Integrated tax obligation planning for federal and specific state jurisdictions like NY, FL, and TX
Automated Interactive Brokers (IB) CSV statement parsing and performance metrics calculation
Strategic edge identification using time-of-day and symbol-level profitability analysis
Multi-year portfolio growth forecasting with scenario-based modeling and milestone tracking

Use Cases

Projecting long-term portfolio growth while factoring in recurring quarterly tax reserves
Auditing historical trading performance to identify high-probability time windows and profitable symbols
Generating professional-grade PDF reports for financial record-keeping or stakeholder reviews