Works with the AI tools you already use

    CClaude CodeCCursorCCodex CLIGGitHub CopilotGGemini CLI+17 more

    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

    How to install

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

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    Security scanned

    Passed our 8-point scan before listing

    Fresh listing

    Recently published to Agensi

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    Trust & safety

    Security scanned

    Verified clean 1 month ago

    Listed1 month ago

    Creator

    MasterKilo

    MasterKilo

    7 skills on Agensi

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