portfolio_balancer.generate_recommendations - Generate Portfolio Rebalancing Recommendations
Create specific rebalancing recommendations based on allocation drift analysis
Tags
Updated: 2026-05-09Capabilities
Typical Inputs
Typical Outputs
What this skill does
- read allocation analysis
- calculate rebalancing amounts
- generate trade recommendations
- handle satellite adjustments
- generate margin recommendations
- prioritize recommendations
- create implementation notes
Inputs
- allocation_analysis.yml
- portfolio allocation data
- drift threshold
Outputs
- recommendations.yml
- trade recommendations
- satellite recommendations
- margin recommendations
- implementation guidance
Requirements
- analyze_allocation step completed
- allocation_analysis.yml available
- portfolio data collected