T212 Portfolio Analyst
Analyze vour Trading212 portfolio health, P&L, diversification. concentration risk, and top/ bottom performers - powered by your live account data.
- 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.
$9
· or 45 creditsSecure checkout via Stripe
Included in download
- Audit concentration risk for positions exceeding 15% of total value.
- Calculate unrealized P&L distribution across the entire account.
- terminal automation included
- Ready for Cursor
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.
T212 Portfolio Analyst
Analyze vour Trading212 portfolio health, P&L, diversification. concentration risk, and top/ bottom performers - powered by your live account data.
$9
· or 45 creditsSecure checkout via Stripe
Included in download
- Audit concentration risk for positions exceeding 15% of total value.
- Calculate unrealized P&L distribution across the entire account.
- terminal automation included
- Ready for Cursor
- Instant install
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.
About This Skill
Use Cases
- 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.
Known Limitations
- Read-only: cannot execute trades. - No CFD account support. - Data refresh depends on MCP server polling, not live streaming.
How to install
Drop the file into your AI tool. Works with Claude, Cursor, ChatGPT, and 20+ more.
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Early access skill
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Security Scanned
Passed automated security review
Permissions
File Scopes
Only needed access to the user's provided Trading212 mcp.
Tags
Requires trading212-mcp-server (PyPI) and a Trading212 read-only API key. Works with Claude Code, Cursor, Codex CLI, GitHub Copilot, Gemini CLI, and any MCP-compatible agent.