rebalance
CommunityOptimize portfolio allocation and trades.
Authorhvkshetry
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill addresses portfolio allocation drift by analyzing current states, identifying rebalancing needs, and generating trade recommendations while considering tax implications and transaction costs.
Core Features & Use Cases
- Portfolio Risk Analysis: Assesses and manages portfolio risk, ensuring it stays within defined limits (e.g., Expected Shortfall below 2.5%).
- Tax-Loss Harvesting: Identifies opportunities for tax-loss harvesting to minimize tax liabilities.
- Trade Recommendation Generation: Provides a ranked list of trades to realign the portfolio with investment policy statement (IPS) targets, considering various constraints.
- Use Case: When a portfolio's asset allocation drifts significantly due to market movements, this skill automatically identifies the necessary trades to bring it back in line with the target allocation, prioritizing tax efficiency and risk reduction.
Quick Start
Use the rebalance skill to analyze the current portfolio state and generate trade recommendations to meet the risk and allocation objectives.
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: rebalance Download link: https://github.com/hvkshetry/StewardOS/archive/main.zip#rebalance Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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