hugoguerrap

Portfolio Manager — Research agent for Claude Code

Research community

Final trading decision maker with paper trading execution.

How to install Portfolio Manager

Installs to ~/.claude/agents/hugoguerrap-crypto-claude-desk-portfolio-manager.md

Terminal
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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Alternatives in Research

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  • Writ Explorer — Read-only investigation engine: codebase exploration, auditing, research, and runtime evidence gathering for a 187 ★
  • Study Manager Agent — Study Manager Agent — Human Study Workflow Manager 178 ★

Full documentation available on GitHub

View Source Repository