# Fsi Command Rebalance

> Use when financial-services work requires analyze drift and generate rebalancing trades.

- Skill: `changhochien/fsi-command-rebalance` (Agent Skill)
- Install (CLI): `npx skillmds@latest add changhochien/fsi-command-rebalance`
- Raw SKILL.md: https://api.skillmd.com/api/skills/changhochien/fsi-command-rebalance/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- License: MIT
- Author: changhochien (https://skillmd.com/u/changhochien)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/changhochien/fsi-command-rebalance

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# 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.