Portfolio Rebalancer
CommunityKeep your portfolio balanced automatically.
Authorkayzaa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the complex and time-consuming process of rebalancing your investment portfolio to maintain target allocations and optimize for tax efficiency.
Core Features & Use Cases
- Automated Rebalancing: Supports calendar, threshold, tactical, and tax-loss harvesting strategies.
- Multi-Exchange Support: Integrates with major exchanges like Binance, Coinbase, and Kraken.
- Tax Optimization: Minimizes tax liabilities by strategically selling assets.
- Use Case: Automatically rebalance your crypto portfolio every week to ensure your Bitcoin, Ethereum, and stablecoin allocations remain at their target percentages, while also harvesting tax losses.
Quick Start
Configure the rebalancer to use a weekly calendar rebalancing strategy with a 5% drift threshold.
Dependency Matrix
Required Modules
None requiredComponents
scripts
💻 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 Rebalancer Download link: https://github.com/kayzaa/k.i.t.-bot/archive/main.zip#portfolio-rebalancer Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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