Rebalance

Analyze drift and generate rebalancing trades

kind: command

public

Used by (1)

{
  "description": "Analyze drift and generate rebalancing trades",
  "argument-hint": "[client name or account]"
}

Load the portfolio-rebalance skill to analyze allocation drift and recommend tax-aware rebalancing trades.

If a client or account is provided, use it. Otherwise ask for the portfolio to analyze.

tree_hash: 272c875f9f3231ebaccc5cd44528b52e5bfca31a68148e85cb37a7ed2891e1f6

created_at: 2026-05-11T20:52:05.790228+00:00

file_count: 1

size_bytes: 308