Portfolio rebalancing analysis for A-share wealth management portfolios. Analyzes allocation drift, generates rebalancing trades, and optimizes for tax efficiency. Adapted from the original portfolio-rebalance skill for Chinese portfolios. Triggers on "A股组合再平衡", "调仓", "rebalance China", "portfolio rebalance A-share", "rebalance portfolio", or "adjust allocation [client]".
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Perform A股投资组合再平衡 — analyze allocation drift, generate rebalancing recommendations, and optimize trade execution.
get_quote(ticker) → Current prices for holdings
get_historical_data(ticker) → Tax lot / cost basis context
Portfolio snapshot:
| Asset Class | Target % | Current % | Drift | Market Value | Action |
|---|---|---|---|---|---|
Within A-share equity:
| Sector | Target | Current | Drift | Action |
|---|---|---|---|---|
| 消费 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 科技 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 医药 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 金融 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 新能源 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 其他 | XX% | XX% | ±X% | Buy/Sell/Hold |
Drift thresholds:
| Drift Level | Action |
|---|---|
| ±2% | Monitor, no action |
| ±3-5% | Consider rebalancing |
| ±5%+ | Rebalance recommended |
Drift causes:
Rebalancing logic:
| Situation | Action |
|---|---|
| Sector overweight + price up | Trim position |
| Sector underweight + price down | Add to position |
| Overweight + price down | Monitor (may converge) |
| Underweight + price up | Monitor (may converge) |
Trade list:
| Action | Ticker | Security | Current % | Target % | Trade Amount | Est. Shares |
|---|---|---|---|---|---|---|
| Buy | ||||||
| Sell | ||||||
| Hold |
A-share tax treatment:
| Item | Tax Rate | Notes |
|---|---|---|
| 股票买卖价差 | 暂免 (temporarily exempt) | Capital gains on stocks |
| 股息红利 | 20% (持股>1年减半/免征) | Dividend tax |
| 基金分红 | 暂免 (some funds) | Fund distributions |
| 买卖印花税 | 0.05% (seller only) | Stamp duty |
Tax-loss harvesting opportunities:
| Position | Cost Basis | Current Value | Unrealized Loss | Tax Benefit |
|---|---|---|---|---|
Tax-efficient selling:
Trade sequencing:
| Priority | Trade | Rationale |
|---|---|---|
| 1 | Tax loss harvesting | |
| 2 | Largest drift correction | |
| 3 | Smaller adjustments |
Execution considerations:
Standard rebalancing report:
【组合再平衡报告】[Client] [Date]
一、当前配置 vs 目标配置
[Allocation table with drift]
二、再平衡建议
[Trade list]
三、税务影响
[Tax implications]
四、执行计划
[Sequencing and timing]
五、预期效果
[Projected post-rebalance allocation]
| Factor | Rebalancing Implication |
|---|---|
| 涨跌停限制 | May prevent immediate rebalancing |
| T+1 settlement | Trade settlement timeline |
| 印花税 | 0.05% on sell side |
| 佣金 | Varies by broker (typically 0.02-0.03%) |
| 最低手续费 | Minimum commission threshold |
China-specific TLH:
| Trigger | Frequency | Action |
|---|---|---|
| Calendar rebalancing | Quarterly/Semi-annual | Systematic rebalance |
| Drift threshold | When ±5% | Opportunistic rebalance |
| Cash inflow | As received | Deploy to underweights |
| Client request | Ad-hoc | Targeted rebalance |
| Tax planning | Year-end | Harvest losses, reset cost basis |
Before executing:
After rebalancing:
Data Source Mode Switch: Set env var
IFIND_DATA_SOURCE_MODEto control data source preference.
ifind-only(strict): Use iFind only, error if unavailableifind-fallback(default): iFind preferred, fallback to AkShareakshare-only: Skip iFind, use AkShare only
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概要と使いどころ
Three-statement financial model for A-share stocks. Adapts the standard 3-statement-model methodology for Chinese accounting standards (CAS), Chinese GAAP differences, and AkShare-sourced financials. Use instead of the original 3-statement-model skill when building integrated IS/BS/CF models for Chinese listed companies.
日本語の概要は準備中です。原文の説明を表示しています。
Build accrual schedules for A-share companies tracking revenue recognition, expense accruals, and working capital timing. Adapted from the original accrual-schedule skill for CAS accounting and Chinese business practices. Triggers on "A股应计项目", "应计计提", "accrual schedule China", "应计账款分析", or "working capital accruals [company]".
日本語の概要は準備中です。原文の説明を表示しています。
Build accrual schedules for A-share fund administration. Tracks revenue recognition, expense accruals, and working capital timing for fund accounting. Adapted from the original accrual-schedule skill for fund accounting standards. Triggers on "基金应计项目", "应计计提基金", "accrual schedule fund", "NAV accruals", or "accruals [fund]".
日本語の概要は準備中です。原文の説明を表示しています。
Assess an A-share portfolio company's AI readiness for China-focused private equity investments. Evaluates data infrastructure, technology stack, talent, and AI adoption opportunities in the Chinese market context. Triggers on "A股公司AI评估", "AI readiness China", "AI assessment portfolio company", "AI转型评估", or "artificial intelligence readiness [company]".
日本語の概要は準備中です。原文の説明を表示しています。
Audit financial models and Excel workbooks for A-share analysis. Adapts the original audit-xls skill for Chinese financial modeling standards, CAS conventions, and A-share-specific checks. Triggers on "A股模型审计", "财务模型核查", "audit model China", "audit xlsx", "模型QC", or "check model [company]".
日本語の概要は準備中です。原文の説明を表示しています。
Forensic financial analysis for A-share fund holdings and portfolio companies. Adapts the original break-trace skill for fund administration context and Chinese market standards. Triggers on "基金持仓核查", "持仓异常", "forensic fund analysis China", "持仓质量分析", or "investigate [fund] holdings".
日本語の概要は準備中です。原文の説明を表示しています。