Stats
Actions
Tags
From wealth-management
Analyzes portfolio allocation drift and generates tax-aware rebalancing trades for a specified client or account.
How this command is triggered — by the user, by Claude, or both
Slash command
/wealth-management:rebalance [client name or account]The summary Claude sees in its command listing — used to decide when to auto-load this command
Load the `portfolio-rebalance` skill to analyze allocation drift and recommend tax-aware rebalancing trades. If a client or account is provided, use it. Otherwise ask for the portfolio to analyze.
Load the portfolio-rebalance skill to analyze allocation drift and recommend tax-aware rebalancing trades.
If a client or account is provided, use it. Otherwise ask for the portfolio to analyze.
npx claudepluginhub chainstart/open-financial-agents --plugin wealth-management/rebalanceAnalyzes portfolio allocation drift and generates tax-aware rebalancing trades for a specified client or account.
/portfolio-analysisAnalyzes crypto portfolio positions for allocation, diversification, risk metrics (Sharpe ratio, volatility, max drawdown, VaR), correlations, performance, and rebalancing recommendations.
/rebalanceAnalyzes a portfolio for drift, generates a trade list with estimated turnover costs, and checks concentration changes. Supports A/HK/US markets with market-specific cost models.
/tax-loss-harvestIdentifies tax-loss harvesting opportunities from a client portfolio, estimates federal and state tax savings, and flags wash-sale risks across all account types including IRAs.
/bankr-agentSends query to Bankr API for crypto trading, Polymarket bets, transfers, NFTs, portfolio, research, and more. Loads skill, submits job, polls status, reports results.
/portfolioAnalyzes portfolio company performance against plan, reviewing KPIs, variances, and red flags. Provide company name or path to financial package.