How accurate are the portfolio projections?

Projections are based on user-provided historical metrics and statistical models; while they provide theoretical bounds and probabilities, they do not guarantee future results.

Can I customize the tax rates for my specific location?

Yes, the skill supports multi-state comparisons (e.g., NY vs. FL/TX) and allows for custom tax reserve percentages in the YAML configuration.

What data do I need to run a simulation?

You need a YAML configuration file containing your trading win rate, average return per trade, trade frequency, and initial capital.

What is the benefit of the Monte Carlo feature?

It runs 1,000+ simulations to show the distribution of outcomes, helping you understand the likelihood of hitting milestones versus the statistical risk of ruin.

Portfolio Forecasting Agent

Name: Portfolio Forecasting Agent
Author: astoreyai

byastoreyai

•

Data Science & ML

Generates advanced financial projections, Monte Carlo simulations, and tax-optimized strategies for active trading portfolios.

The Portfolio Forecasting Agent is a comprehensive financial modeling tool designed to help active traders visualize future wealth trajectories through rigorous statistical analysis. It goes beyond simple compounding by incorporating Monte Carlo simulations for probabilistic outcomes, detailed tax obligation forecasting across different states, and sensitivity analysis on trading metrics like win rates and returns. By integrating with existing trading data, it provides realistic scenarios ranging from conservative to aggressive, enabling traders to make informed decisions about risk management, position sizing, and long-term financial planning through professional LaTeX and CSV reports.

Key Features

01Automated Federal and State tax obligation and payment scheduling

02Monte Carlo simulations with 1,000+ paths for probabilistic outcomes

03Multi-year scenario projections with monthly and quarterly breakdowns

04Comprehensive risk metrics including Max Drawdown and Sharpe ratios

05Professional report generation in PDF, Markdown, and CSV formats

061 GitHub stars

Use Cases

01Simulating long-term wealth growth based on specific trading performance metrics

02Identifying risk of ruin and the probability of reaching major financial milestones

03Calculating quarterly tax reserves and comparing state-specific tax impacts

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add astoreyai/claude-skills forecasting-agent

For use in Claude.ai and ChatGPT

Download Skill