القائمة
Use this skill when the task requires portfolio rebalance capabilities.
يُحدَّد Prompt الذي يراجع المصدر أولًا بشكل افتراضي. يمكنك التبديل إلى أمر مباشر أو تنزيل نسخة محلية.
اقرأ SKILL.md وأي ملفات مرافقة يعرضها SkillsMP قبل أن تقرر التثبيت.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
يتجاوز الأمر المباشر Prompt المخصّص للمراجعة. افحص المصدر قبل تشغيله.
npx skills add https://github.com/thiagofernandes1987-create/APEX --skill portfolio-rebalanceيبقى الأمر في سطر واحد. مرّر أفقيًا لمراجعته كاملًا قبل النسخ.
تفضّل نسخة محلية؟ نزّل الملفات المتاحة حاليًا لدى SkillsMP.
Token-aware reasoning workflow with real tools: picks an operating mode to control cost, runs a structured pipeline (decompose → validate → verify → snapshot), and gives Claude Program-of-Thought, RK4/Euler, a code gate, and a safe skill router. Use when: multi-step or high-stakes tasks, real math, precise computation, audits, or the user mentions APEX, PoT, pipeline, or scientific mode.
**v00.33.0**: Ingested from antigravity-awesome-skills community repo
run multiple local CLI agents in parallel (separate tmux sessions)
استنادا إلى تصنيف SOC المهني
عرض SKILL.md
| name | portfolio-rebalance |
| description | Use this skill when the task requires portfolio rebalance capabilities. |
| executor | LLM_BEHAVIOR |
| skill_id | finance.wealth_management.portfolio_rebalance_3 |
| status | ADOPTED |
| security | {"level":"high","pii":false,"approval_required":true} |
| anchors | ["finance"] |
| tier | 2 |
| input_schema | [{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true}] |
| output_schema | [{"name":"result","type":"string","description":"Generated or refactored code output"},{"name":"explanation","type":"string","description":"Explanation of changes or implementation decisions"}] |
description: Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".
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:
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".
Use this skill when the task requires portfolio rebalance capabilities.
If this skill fails to produce the expected output: (1) verify input completeness, (2) retry with more specific context, (3) fall back to the parent workflow without this skill.