Works with the AI tools you already use

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    T212 Portfolio Analyst

    by MasterKilo

    1

    Analyze vour Trading212 portfolio health, P&L, diversification. concentration risk, and top/ bottom performers - powered by your live account data.

    $9

    30-day refund guarantee

    Secure checkout via Stripe

    0 installsSecurity scanned

    See it in action

    You say

    Analyze my Trading212 holdings and tell me if I'm overexposed to anything.

    Your agent does

    📊 Portfolio Health

    Total Value: €12,450 | Cash: €1,250 (10%) Unrealized P&L: +€432 (+3.9%)

    🔴 Concentration: NVDA is 17% of portfolio (threshold: 15%) 🔴 Top 3 holdings (NVDA, MSFT, AAPL) = 52% (Top-heavy) 🟢 Healthy 10% cash reserve. Diversification: 68% US Tech, 12% Energy, 10% Cash.

    What you get

    Audit concentration risk for positions exceeding 15% of total value.Calculate unrealized P&L distribution across the entire account.Monitor cash ratios to identify underinvested capital.Categorize holdings into sectors like Tech, Defense, and REITs.

    About this skill

    Stop exporting CSV files to web dashboards. This skill connects vour Al agent directly to your Trading212 account via the official MCP server, giving you instant portfolio analysis in natural language. What it does: • Full portfolio health check: total value invested capital, cash position, unrealized P&L • Concentration risk detection: flags single positions over 15% and top-3 over 40% • Sector/type breakdown across US tech, defense, energy, healthcare, European, REITs • Performance distribution: segments positions by P&L % with specific action recommendations • Cash position analysis: tells you if you're over/under-invested
    trading
    trading212
    portfolio-management
    mcp-server
    investing
    portfolio-analysis
    stock-portfolio
    pnl-tracking

    How to install

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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    Be one of the first to try it. Every listed skill passes our trust checks below.

    Security scanned

    Passed our 8-point scan before listing

    Fresh listing

    Recently published to Agensi

    30-day refund

    Not a fit? Get your money back

    Trust & safety

    Security scanned

    Verified clean 17 days ago

    Listed17 days ago

    Creator

    MasterKilo

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