portfolio_balancer.generate_recommendations
CommunityGenerate precise rebalancing from drift.
Finance & Accounting#portfolio-management#investment-analysis#rebalancing#drift-analysis#permanent-portfolio#manual-trade-recommendations#satellite-allocations
Authorncrmro
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Reduces the manual guesswork involved in preserving a 25/25/25/25 Permanent Portfolio by turning allocation drift into actionable guidance.
Core Features & Use Cases
- Reads daily allocation_analysis.yml to assess drift against targets.
- Computes target values, adjustments, and clear buy/sell actions; supports satellite allocations and margin considerations; prioritizes actions for manual execution.
- Applies to typical portfolio rebalances, satellite allocation tweaks, and margin optimization scenarios.
Quick Start
Review the latest allocation_analysis.yml and generate prioritized buy/sell actions to restore 25/25/25/25, then save them to portfolio_balancer/data/recommendations.yml.
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.generate_recommendations Download link: https://github.com/ncrmro/deepwork-permanent-portfolio/archive/main.zip#portfolio-balancer-generate-recommendations Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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