bank-t178-wealth-management-asset-allocation-assistant
Use when a wealth team needs to build a conservative client allocation plan, combine current holdings with target weights, and produce rebalancing actions, product shortlist, and compliant communication notes.
Source facts
- Repository
- aifinlab/FinClaw
- Last source activity
- March 26, 2026 at 08:13
- Detected SKILL.md language
- Chinese
- Stars
- 220
- Forks
- 37
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