portfolio_balancer.analyze_allocation
CommunityAutomate allocation drift analysis and rebalance.
Authorncrmro
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill helps finance teams and individual investors automatically detect drift from Permanent Portfolio targets and assess margin efficiency to guide safe rebalancing decisions.
Core Features & Use Cases
- Automatically computes current allocation percentages for stocks, long-term bonds, gold, and cash
- Identifies overweight and underweight asset classes relative to 25% targets, and flags rebalancing needs
- Analyzes margin efficiency if enabled and outputs guidance for manual review
Quick Start
Run the daily allocation drift analysis against the current portfolio snapshot to generate the allocation_analysis output.
Dependency Matrix
Required Modules
None requiredComponents
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.analyze_allocation Download link: https://github.com/ncrmro/deepwork-permanent-portfolio/archive/main.zip#portfolio-balancer-analyze-allocation Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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