# Portfolio Rebalance Cycle

> Audits current portfolio position ledger weights, calculates MVO targets, sizers trades, and routes rebalances.

- Skill: `knuckles-team/portfolio-rebalance-cycle` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add knuckles-team/portfolio-rebalance-cycle`
- Raw SKILL.md: https://api.skillmd.com/api/skills/knuckles-team/portfolio-rebalance-cycle/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: Knuckles-Team (https://skillmd.com/u/knuckles-team)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/knuckles-team/portfolio-rebalance-cycle

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# Portfolio Rebalance Cycle Workflow

**CONCEPT:EE-011**

Audits current portfolio position ledger weights, calculates MVO targets, sizers trades, and routes rebalances.

## Steps

### Step 1: Position Auditor
**Agent**: `data-fetcher`
**Tools**: `graph_query, sx_search`

Fetches current exchange asset holdings and currency weights.
Expected: `current-portfolio-holdings`

### Step 2: Mean Variance Optimizer [depends_on: position-auditor]
**Agent**: `compute-engine`
**Tools**: `graph_analyze`

Runs a mean-variance and Black-Litterman allocation model.
Expected: `target-portfolio-allocations`

### Step 3: Order Sizer Generator [depends_on: mean-variance-optimizer]
**Agent**: `risk-assessor`
**Tools**: `graph_query, graph_analyze`

Matches target weights to calculate standard buy and sell trade size lots.
Expected: `sized-rebalancing-orders`

### Step 4: Rebalance Executor [depends_on: order-sizer-generator]
**Agent**: `report-generator`
**Tools**: `graph_write, document_tools`

Dispatches execution orders and verifies correct settlement feeds.
Expected: `execution-rebalancing-receipts`

### Step 5: KG Persistence [depends_on: rebalance-executor]
**Agent**: `report-generator`
**Tools**: `graph_write`

Persist workflow results as nodes and edges in the Knowledge Graph.
Create appropriate typed nodes with metadata and link to existing domain entities.

## Output
- Portfolio Rebalance Cycle results persisted in KG
- Structured report (MD/PDF)
- Audit trail with timestamps and agent attributions

## Execution

Run this workflow as a dependency-ordered DAG. Steps with no unmet `depends_on` run in parallel; dependents run after their prerequisites complete.

- **Run first (in parallel):** Step 1 — Position Auditor
- **After level 0:** Step 2 — Mean Variance Optimizer
- **After level 1:** Step 3 — Order Sizer Generator
- **After level 2:** Step 4 — Rebalance Executor
- **After level 3:** Step 5 — KG Persistence

**Execution:** If graph-os is reachable, offload the whole DAG via `graph_orchestrate action=execute_workflow` (or the `kg-delegate` skill) for true parallel/swarm execution. Otherwise execute the steps natively in dependency order: run steps with no unmet `depends_on` in parallel, then their dependents.