portfolio-rebalance Skill
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance". Published by anthropics in financial-services.
What is portfolio-rebalance Skill?
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance". Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use portfolio-rebalance Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md
What it does
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".
Skill instructions
Portfolio Rebalance Workflow Step 1: Current State For each account, capture: - Account type (taxable, IRA, Roth, 401k) - Holdings with current market value - Cost basis (for taxable accounts) - Unrealized gains/losses per position Step 2: Drift Analysis Compare current allocation to IPS targets: | Asset Class | Target % | Current % | Drift | $ Over/Under | |------------|----------|-----------|-------|-------------| | US Large Cap Equity | | | | | | US Small/Mid Cap | | | | | | International Developed | | | | | | Emerging Markets | | | | | | Investment Grade Bonds | | | | | | High Yield / Credit | | | | | | TIPS / Inflation Protected | | | | | | Alternatives | | | | | | Cash | | | | | Flag positions exceeding the rebalancing band (typically ±3-5%). Step 3: Trade Recommendations Generate trades to bring allocation back to target: Tax-Aware Rebalancing Rules: - Prefer rebalancing in tax-advantaged accounts (IRA, Roth) first — no tax consequences - In taxable accounts, avoid selling posit
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Frequently asked questions
What is portfolio-rebalance?
portfolio-rebalance is a open-source AI agent skill with Copy skill directory. Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules.
Who is portfolio-rebalance best for?
portfolio-rebalance is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install portfolio-rebalance?
Install or run portfolio-rebalance using Copy skill directory. Check portfolio-rebalance for the latest setup command.
Is portfolio-rebalance actively maintained?
portfolio-rebalance may need a closer maintenance check before production use.
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