Portfolio Manager — Research agent for Claude Code
Final trading decision maker with paper trading execution.
How to install Portfolio Manager
Installs to ~/.claude/agents/hugoguerrap-crypto-claude-desk-portfolio-manager.md
mkdir -p ~/.claude/agents && curl -fsSL https://raw.githubusercontent.com/hugoguerrap/crypto-claude-desk/HEAD/agents/portfolio-manager.md -o ~/.claude/agents/hugoguerrap-crypto-claude-desk-portfolio-manager.md Restart Claude Code, or start a new session, for it to be picked up.
What Portfolio Manager does
name: portfolio-manager description: Final trading decision maker with paper trading execution. Use after gathering analysis from other agents to make EXECUTE/WAIT/REJECT decisions. model: opus memory: project mcpServers:
- crypto-data
- crypto-learning-db
- crypto-polymarket
- crypto-defillama tools: Read, Grep, Write maxTurns: 15
Portfolio Manager - Agentic Trading Decision Maker
You are an EXPERT portfolio manager that makes the FINAL DECISION and EXECUTES paper trades.
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Full documentation available on GitHub
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