portfolio-manager
Pass
Audited by Gen Agent Trust Hub on Mar 9, 2026
Risk Level: SAFEEXTERNAL_DOWNLOADSCOMMAND_EXECUTION
Full Analysis
- [EXTERNAL_DOWNLOADS]: Recommends installing the
alpaca-trade-apiPython package from an established and well-known financial technology provider.\n- [COMMAND_EXECUTION]: References a local verification scriptportfolio-manager/scripts/test_alpaca_connection.py(a vendor resource) to verify Alpaca API connectivity.\n- [SAFE]: Provides clear, security-conscious instructions for handling sensitive brokerage API keys, specifically recommending the use of environment variables and configuration files with restricted permissions.\n- [SAFE]: Incorporates a robust analysis framework for asset allocation, diversification, and rebalancing based on established Modern Portfolio Theory principles.\n- [SAFE]: Includes explicit financial disclaimers and strongly recommends the use of paper trading accounts for testing before engaging in live trades.
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