Portfolio Rebalance
OfficialOptimize portfolio allocation & trades.
Finance & Accounting#asset allocation#investment strategy#wash sale rule#tax-loss harvesting#portfolio rebalance#trade recommendations
Authoranthropics
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill addresses the challenge of maintaining optimal asset allocation within investment portfolios by identifying drift and recommending precise rebalancing trades.
Core Features & Use Cases
- Drift Analysis: Compares current portfolio allocation against target percentages defined in an Investment Policy Statement (IPS).
- Tax-Aware Trade Recommendations: Generates buy/sell orders that minimize tax implications, considering short-term/long-term gains, loss harvesting, and wash sale rules.
- Asset Location Optimization: Suggests the most tax-efficient placement of assets across different account types (taxable, tax-deferred, Roth).
- Use Case: A client's portfolio has drifted significantly due to market movements. This Skill will analyze the drift, identify specific securities to trade, and provide a list of recommended transactions that rebalance the portfolio while minimizing tax liabilities.
Quick Start
Use the portfolio rebalance skill to analyze my current portfolio allocation and generate rebalancing trade recommendations.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 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 Rebalance Download link: https://github.com/anthropics/financial-services-plugins/archive/main.zip#portfolio-rebalance Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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