◆ Output
What it produces
Rebalancing trade list with current vs. target weights, recommended trades, and estimated tax impact
◆ Audience
Best for
Quarterly rebalancingpost-market-move realignmenttax-efficient transitions
◆ Example prompts
Use it like this
After uploading this skill to Claude, type in the chat:
›/portfolio-rebalance Rebalance client portfolio — attached holdings vs target allocation
›/portfolio-rebalance Generate rebalancing trades with tax sensitivity
›/portfolio-rebalance Check drift and recommend trades for attached accounts
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◆ Installation
How to use this skill
1
Download the skill ZIP
Go to the Portfolio Rebalance folder on GitHub, download it as a ZIP file. Or download the full Wealth Management vertical to get all 6 skills at once.
2
Upload to Claude
Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.
3
Type /portfolio-rebalance in Claude
Open Claude, type /portfolio-rebalance, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.
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◆ Related
More skills in Wealth Management