Fsi Wm Cmd Rebalance

Analyze drift and generate rebalancing trades — usage: /rebalance [client name or account]

d-wwei Updated

File contents

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/tree/main/skills/fsi-wm-cmd-rebalance commit 13ae51dc86

Frequently asked questions

npx skillmds@latest add d-wwei/fsi-wm-cmd-rebalance