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.
Analyze drift and generate rebalancing trades — usage: /rebalance [client name or account]
npx skillmds@latest add d-wwei/fsi-wm-cmd-rebalance 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