rebalancer
CommunityAutomate portfolio rebalancing.
Authorkayzaa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the process of rebalancing a financial portfolio to maintain target asset allocations, reducing manual effort and potential human error.
Core Features & Use Cases
- Target Allocation Management: Define desired percentages for different asset classes (crypto, stocks, bonds, etc.).
- Drift Detection: Automatically identifies when current holdings deviate significantly from target allocations.
- Smart Rebalancing: Executes trades in a tax-efficient and cost-optimized manner.
- Multi-Asset Support: Works with various asset types including cryptocurrencies, stocks, ETFs, and bonds.
- Auto-Pilot Mode: Enables fully automated rebalancing based on predefined triggers (threshold or calendar-based).
Quick Start
Run the python script to check the current portfolio allocation against the target allocation.
Dependency Matrix
Required Modules
ccxtyfinancepandas
Components
scriptsreferences
💻 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: rebalancer Download link: https://github.com/kayzaa/k.i.t.-bot/archive/main.zip#rebalancer Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.