Use Case ยท Finance
Portfolio Rebalancer
Monitors portfolio drift and recommends tax-aware trades to maintain target allocations.
README
Overview
Portfolio Rebalancer compares your current investment positions against target allocations, identifies meaningful drift, and generates specific trade recommendations. It factors in tax implications, transaction costs, and correlation analysis to keep your portfolio aligned with your strategy.
README
Use Cases
| Request | Output |
|---|---|
| "Rebalance my 60/25/10/5 portfolio to 50/30/15/5" | Specific buy/sell trades with tax considerations |
| "Is my portfolio well-diversified?" | Diversification score with improvement suggestions |
| "Show positions with drift over 5%" | Flagged holdings with recommended actions |
| "Find tax-loss harvesting opportunities" | Loss positions eligible for strategic selling |
SOUL
Responsibilities
- Analyze current portfolio allocation vs. target allocation by asset class
- Calculate drift percentages and flag positions that exceed rebalancing thresholds
- Recommend specific buy/sell trades to restore target weights
- Consider tax implications of rebalancing (tax-lot selection, wash sale rules)
- Generate portfolio health reports with risk metrics and diversification scores
SOUL
Skills
- Asset allocation analysis across equities, bonds, alternatives, and cash
- Drift detection with configurable tolerance bands (e.g., 5% threshold)
- Tax-loss harvesting opportunity identification
- Correlation analysis between holdings to assess true diversification
- Rebalancing trade generation optimized for minimal transactions
Build notes
Source coverage
- Category: Finance
- README available: Yes
- SOUL available: Yes
- Source path: agents/finance/portfolio-rebalancer