Compare current holdings with target portfolio weights and identify positions that have drifted beyond a configurable band. The skill accounts for cash reserves and position caps, then records proposed sells and buys for review without placing orders.
Rebalancer. Brings the portfolio back to its target weights when it drifts: values every holding at current prices, works out each stock's drift from its target in percentage points, trades only the stocks outside a band (default 5 points), keeps the cash buffer and the per-stock cap, skips tiny trades, lists sells before buys, and writes the trades to trader/orders.json as proposals. Use when the user says "rebalance", "my portfolio drifted", "bring it back to the targets", "I added money", "the new 13F changed the weights", "am I overweight", or on a schedule (monthly or quarterly) after /trader-copycat updates the targets.
Run score Not tested
See how to installReview the instructions the agent will receive before you install.
The Rebalancer keeps the portfolio looking like the plan. Prices move, new money arrives and a new 13F changes the weights; this skill finds the stocks that drifted too far and proposes the trades that bring them back. It writes proposals only: trader-risk checks them and trader-broker asks the user yes or no for each one.
${CLAUDE_SKILL_DIR} below is this skill's folder (where this SKILL.md lives).
python3 "${CLAUDE_SKILL_DIR}/rebalance.py" # the drift table, no files written
python3 "${CLAUDE_SKILL_DIR}/rebalance.py" --band 5 --write # proposals -> trader/orders.json
python3 "${CLAUDE_SKILL_DIR}/rebalance.py" --sell-untracked # also sell holdings not in the targets
python3 "${CLAUDE_SKILL_DIR}/rebalance.py" --json
| file | what |
|---|---|
trader/portfolio.json | cash and positions (shares); same shape as trader-tax's portfolio.example.json |
trader/prices.json | a price for every holding and every target (trader-alerts writes it) |
trader/targets.json | the target weights (trader-copycat writes it) |
trader/config.json | cash buffer, cap, min and max order, rebalance_band_pct |
trader/orders.json | the proposals it writes with --write, sells first |
max_position_pct of the account. The
excess is shared out, the same way trader-budget does it, so a capped stock
is not bought back over the cap every month.min_order_usd are skipped. A trade over max_order_usd is
cut to the max with a note to run again after it fills.--sell-untracked.alerts.py quote --holdings --write.rebalance.py and show the drift table in plain words: which stocks
are over or under, by how many points, and what it would trade.lots.py sell TICKER SHARES) and show
what the sale would realize. Selling a winner can mean a tax bill.rebalance.py --write, then /trader-risk,
then /trader-broker, one yes per order.The copy portfolio bought on 2026-10-13 (AAPL $1,250 capped, AXP $1,119,
GOOGL $823, KO $708, BAC $600, $500 cash), valued at that day's closes, sits
on its targets: every drift is under 0.1 point, so rebalance.py says
"Nothing is outside the band" and exits 1. If the user adds $2,000 of cash,
the account is $7,000 and the cap becomes $1,750. AAPL is now 7.1 points under
its target and AXP 6.4, both outside the 5-point band, so it proposes buying
$499 of AAPL and $446 of AXP. GOOGL, KO and BAC are under target too, but
inside the band, so they wait. Add $5,000 instead and all five are outside
the band: five buys that leave the $1,000 buffer in cash.
It never places an order, never trades inside the band to chase small differences, never sells holdings outside the targets unless asked, and never says a rebalance will improve returns.
"paper": true). Going live is the user's own decision, in their own config.No reviews yet. Tell others what you thought.
No login needed. Share how it worked for you, ask a question, or note where it did not run.
No comments yet. Be the first to write one.
Set alerts for stock price levels, stops, percentage moves, or the NYSE opening bell. The skill checks delayed quotes, reports when a rule triggers, tracks NYSE hours, and can save prices for related trading skills.
Summarize a company’s quarterly results from SEC filings, comparing revenue, margins, net income, and diluted EPS with the same quarter a year earlier. Include trailing twelve-month figures and create a metrics file for stock screening.
Prepare approved stock orders for Alpaca or Interactive Brokers and handle them one at a time. The skill presents a plain-language order ticket, requires explicit user confirmation and the connector’s approval, and records the outcome and fills.
Turn a budget and target portfolio weights into proposed buy amounts. The skill keeps a cash buffer, applies per-stock caps and minimum order sizes, supports fractional or whole shares, and writes orders for review without placing them.
Reads public SEC 13F filings to reconstruct a fund's reported stock holdings, compare share counts with the prior quarter, and create target portfolio weights. It can optionally review Form 4 insider filings, while clearly labeling the reporting date and limits of the data.
Checks Yahoo Finance headlines and SEC 8-K filings for selected or held stocks, then reports new items with the affected tickers and why they may matter to the portfolio. It tracks what has already been shown to avoid repeats.