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From wealth-management
Analyzes portfolio allocation drift and generates tax-aware rebalancing trade recommendations across accounts, considering tax implications, transaction costs, and wash sale rules.
How this skill is triggered — by the user, by Claude, or both
Slash command
/wealth-management:portfolio-rebalanceThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
For each account, capture:
For each account, capture:
Compare current allocation to IPS targets:
| Asset Class | Target % | Current % | Drift | $ Over/Under |
|---|---|---|---|---|
| US Large Cap Equity | ||||
| US Small/Mid Cap | ||||
| International Developed | ||||
| Emerging Markets | ||||
| Investment Grade Bonds | ||||
| High Yield / Credit | ||||
| TIPS / Inflation Protected | ||||
| Alternatives | ||||
| Cash |
Flag positions exceeding the rebalancing band (typically ±3-5%).
Generate trades to bring allocation back to target:
Tax-Aware Rebalancing Rules:
Trade List:
| Account | Action | Security | Shares/$ | Reason | Tax Impact |
|---|---|---|---|---|---|
| Buy/Sell | Rebalance / TLH | ST gain / LT gain / Loss |
Optimize which assets are held in which account types:
npx claudepluginhub anthropics/financial-services --plugin wealth-managementAggregates investment holdings across taxable brokerage, 401k, and HSA into a single asset-allocation view, computes drift versus a target allocation, and produces a tax-efficient rebalance proposal that never executes trades.
Maintains portfolio target allocations via calendar-based, threshold-based, and tax-efficient rebalancing strategies. Optimizes bands for transaction costs vs. tracking error, covers tax-loss harvesting and cross-account implementation.
Designs rebalancing strategies for investment portfolios, covering trigger types (calendar, threshold, hybrid), cash-flow rebalancing, and tax-aware execution.