Cse Portfolio Manager

• Runs comprehensive AI analysis on the entire portfolio
• Checks diversification, concentration risk, sector exposure
• Provides rebalancing recommendations
• Suggests position sizing adjustments

Step 2: Portfolio Analysis Framework

Position-Level Analysis

For each stock in the portfolio:

• Current price vs buy price (P&L %)
• Technical signal (bullish/bearish/neutral)
• News sentiment (positive/negative/neutral)
• Risk score (0-10 based on beta, volatility, liquidity)

Portfolio-Level Analysis

• Diversification: Number of stocks, sector exposure
• Concentration risk: Any single stock > 20% of portfolio?
• Sector bias: Over-exposed to any one sector?
• Risk metrics: Portfolio beta, weighted average risk score
• Correlation: How correlated are the holdings?

Position Sizing Guidelines (Kelly Criterion-Inspired)

• High confidence, low risk (score 8+, risk < 3): Up to 15% of portfolio
• Medium confidence (score 5-7): 5-10% of portfolio
• Speculative (score < 5 or risk > 7): Max 3% of portfolio
• Never allocate more than 20% to a single stock
• Sector limit: No more than 30% in any single sector

Step 3: Recommendations

When to Add

• Stock passes technical and fundamental screens
• Not over-concentrated in that sector
• Overall portfolio risk stays manageable

When to Trim/Sell

• Stock hits target price
• Fundamentals deteriorate
• Better opportunity elsewhere
• Portfolio rebalancing needed
• Stop-loss triggered

When to Hold

• Thesis intact, just short-term volatility
• Approaching dividend date
• Awaiting catalyst (earnings, news)

Watchlist Integration

python main.py watchlist add {SYMBOL}    # Add to watchlist
python main.py watchlist view             # View watchlist
python main.py watchlist remove {SYMBOL}  # Remove from watchlist

Important Notes

• CSE settlement is T+3 (trades settle 3 business days after execution)
• Brokerage fees: typically 1.12% (incl. SEC levy, CSE fee, brokerage)
• Capital gains tax may apply — factor into P&L calculations
• Dividend income is a key return component for CSE blue chips
• Always maintain a cash reserve (10-20%) for opportunities

Examples

Example 1: Add and Review

User says: "I bought 500 shares of JKH at 185" Actions:

1. Run python main.py portfolio add JKH 500 185.00
2. Confirm position added
3. Show current JKH price and immediate P&L

Example 2: Portfolio Health Check

User says: "Review my portfolio" Actions:

1. Run python main.py portfolio review
2. Present diversification analysis
3. Flag any concentration risks
4. Suggest rebalancing actions

Example 3: Should I Sell?

User says: "Should I sell COMB?" Actions:

1. Check current COMB position and P&L
2. Run full analysis on COMB
3. Consider portfolio-level impact of selling
4. Provide recommendation with reasoning