Portfolio Rebalance Advisor
Drop in your current holdings and target allocation — get the exact buy/sell list, tax-loss opportunities, and drift alert.
About this skill
The Portfolio Rebalance Advisor takes the annoying math out of staying on target. Paste your current holdings (tickers + weights, or a CSV) and your target allocation. You get back a rebalance plan: what to sell, what to buy, and how much, with a note on which lots would trigger short-term gains.
It looks at correlation before it recommends a sale — no swapping VOO for SCHX and calling it diversified. It surfaces tax-loss opportunities by tax lot when the data supports it, and it never touches the money it doesn't need to.
The output is a plain-English recap plus a machine-readable table so you can execute the trades in your broker of choice without rebuilding the plan by hand.
Best for DIY investors who rebalance quarterly and want a second opinion on the mechanics — and for finance creators showing viewers a repeatable process.
SKILL.md preview
---
name: Portfolio Rebalance Advisor
description: "Drop in your current holdings and target allocation — get the exact buy/sell list, tax-loss opportunities, and drift alert."
version: 1.0.0
category: Finance
author: Robert Benjamin
license: proprietary
tags:
- finance
- investing
- portfolio
- rebalance
- allocation
---
# Portfolio Rebalance Advisor
Drop in your current holdings and target allocation — get the exact buy/sell list, tax-loss opportunities, and drift alert.
## Overview
The Portfolio Rebalance Advisor takes the annoying math out of staying on target. Paste your current holdings (tickers + weights, or a CSV) and your target allocation. You get back a rebalance plan: what to sell, what to buy, and how much, with a note on which lots would trigger short-term gains.
It looks at correlation before it recommends a sale — no swapping VOO for SCHX and calling it diversified. It surfaces tax-loss opportunities by tax lot when the data supports it, and it never touches the money it doesn't need to.
The output is a plain-English recap plus a machine-readable table so you can execute the trades in your broker of choice without rebuilding the plan by hand.
Best for DIY investors who rebalance quarterly and want a second opinion on the mechanics — and for finance creators showing viewers a repeatable process.
## How to use
1. Unzip the skill into your agent's skills directory.
2. Reference it by name (`Portfolio Rebalance Advisor`) when prompting your agent.
3. The skill loads its instructions, prompt patterns, and any
supporting files automatically — no extra setup.
## Works with
- Claude (Anthropic)
- ChatGPT (OpenAI)
- Cursor
- Codex
- Gemini
- 20+ MCP-compatible agents