portfolio-rebalance - Portfolio Rebalance
Compare portfolio weights to target allocation and generate a rebalancing trade list to reach target weights.
Tags
Updated: 2026-09-16Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Load current portfolio holdings
- Fetch live market quotes
- Compute target allocation weights
- Calculate rebalancing trade list
- Estimate transaction costs
- Render current target comparison table
- Update portfolio thesis
Inputs
- Portfolio ID or current portfolio data
- Target allocation strategy or custom weights
- Historical price data
- Analyst targets or expected returns
Outputs
- Rebalancing trade list
- Current versus target comparison table
- Transaction cost estimate
- Updated portfolio thesis
- Chat response summary
Requirements
- Portfolio loading tool load_portfolio
- Market quote tool GLOBAL_QUOTE
- Historical price tool PRICE_HISTORY
- Transaction cost tool transaction_cost_estimate