Fsi Command Rebalance

FSI Command: /rebalance

Overview

This is the Hermes profile equivalent of the original Cowork slash command /rebalance from wealth-management. Invoke it explicitly with /skill fsi-command-rebalance or ask in natural language for this workflow.

When to Use

• Use when the user asks for /rebalance or a rebalance financial-services workflow.
• Use when the user wants the command procedure rather than a free-form answer.

Command Procedure

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.

Hermes Invocation

• Explicit: /skill fsi-command-rebalance
• Natural language: “Use the rebalance command workflow for ...”

Verification Checklist

• The command intent, inputs, and output format are confirmed.
• The output cites sources or clearly labels assumptions.
• The final artifact is marked draft / for human review when appropriate.