SKILL.md
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.
d-wwei/openclaw-financial-services · Archived
Analyze drift and generate rebalancing trades — usage: /rebalance [client name or account]
npx skills add d-wwei/openclaw-financial-services --skill fsi-wm-cmd-rebalance
This repository is archived — consider an actively maintained alternative.
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npx skills add d-wwei/openclaw-financial-services
Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.
main
Files included with this skill beyond the listing page.
SKILL.md
376 B
SUMMARY.md
120 B
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.