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portfolio_balancer

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Daily drift-aware portfolio balancing.

Finance & Accounting#automation#analysis#portfolio#drift#read-only#rebalancing#permanent-portfolio
Authorncrmro
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Automates daily portfolio analysis to detect allocation drift and generate rebalancing recommendations for a Permanent Portfolio.

Core Features & Use Cases

  • Collects current portfolio data (stocks, long-term bonds, gold, cash/treasuries) and satellite picks
  • Analyzes allocation against 25/25/25/25 targets and flags drift
  • Generates actionable rebalancing recommendations and a readable daily report
  • Read-only workflow ensuring no automated trades

Quick Start

Provide your current Robinhood portfolio data to generate today's drift analysis and rebalancing recommendations.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: portfolio_balancer
Download link: https://github.com/ncrmro/deepwork-permanent-portfolio/archive/main.zip#portfolio-balancer

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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