How do I install the Smart Rebalance skill?

Run npx skillmds@latest add signal-execution-labs/smart-rebalance in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

What does the Smart Rebalance skill do?

Smart Rebalance Bot It is listed under Coding & Dev Tools on SkillMD.

Is Smart Rebalance safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Smart Rebalance?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Smart Rebalance free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Smart Rebalance?

Signal-Execution-Labs (@signal-execution-labs) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Smart Rebalance by signal-execution-labs

Name: Smart Rebalance
Author: Signal-Execution-Labs

File contents

Smart Rebalance Bot

AI-powered portfolio rebalancing with tax awareness.

Overview

Like Pionex Rebalancing Bot, but smarter: considers taxes, gas fees, and market conditions before making moves.

Rebalancing Strategies

1. Threshold Rebalancing

targets:
  BTC: 40%
  ETH: 30%
  SOL: 20%
  USDC: 10%

threshold: 5%  # Rebalance when >5% drift

# Current: BTC 48%, ETH 28%, SOL 16%, USDC 8%
# Action: Sell 8% BTC, buy 4% SOL, buy 2% USDC

2. Calendar Rebalancing

schedule: monthly  # weekly, monthly, quarterly
day: 1            # First of month
time: "09:00"     # After market opens

3. Smart Rebalancing

mode: smart
considerations:
  - tax_lots: true      # Sell highest cost basis first
  - gas_threshold: $10  # Skip if gas > $10
  - min_trade: $50      # Don't rebalance tiny amounts
  - market_hours: true  # Avoid weekends
  - volatility: true    # Pause during high vol

Tax-Loss Harvesting

Opportunity Found:
├── Asset: SOL
├── Cost Basis: $120
├── Current Price: $95
├── Loss: -$25/coin (208 coins = -$5,200)
├── Tax Savings: ~$1,560 (at 30% rate)
└── Action: Sell SOL, buy similar asset (AVAX)

Wait 30 days → Buy back SOL (wash sale rule)

Fee Optimization

Rebalance Plan:
├── Direct Route: 3 trades, $45 fees
├── Optimized Route: 2 trades via ETH, $28 fees
└── Savings: $17 ✓

Also considering:
├── Batch with pending trades
├── Use limit orders (maker fees)
└── Wait for lower gas (evening)

Risk Parity Mode

mode: risk_parity
target_vol: 15%  # Portfolio volatility target

# Automatically adjusts weights based on:
# - Asset volatility (more volatile = less weight)
# - Correlation (diversification bonus)
# - Current market regime

Drift Alerts

📊 Portfolio Drift Report

BTC: 40% → 46% (+6%) ⚠️ Over threshold
ETH: 30% → 32% (+2%) ✓ OK
SOL: 20% → 14% (-6%) ⚠️ Under threshold
USDC: 10% → 8% (-2%) ✓ OK

Suggested Action: Rebalance (est. cost: $12)

Commands

kit rebalance preview  # Show what would change
kit rebalance execute  # Run rebalance
kit rebalance set --btc 40 --eth 30 --sol 20 --usdc 10
kit rebalance schedule --frequency monthly
kit rebalance tax-harvest  # Find tax loss opportunities
kit rebalance history  # Past rebalances

Integrations

CEX: Binance, Coinbase, Kraken
DEX: Uniswap, 1inch
Wallets: MetaMask, Ledger
Tax: Koinly, CoinTracker export

---name: smart-rebalancedescription: Smart Rebalance Bot---# Smart Rebalance BotAI-powered portfolio rebalancing with tax awareness.## OverviewLike Pionex Rebalancing Bot, but smarter: considers taxes, gas fees, and market conditions before making moves.## Rebalancing Strategies### 1. Threshold Rebalancing```yamltargets: BTC: 40% ETH: 30% SOL: 20% USDC: 10%threshold: 5% # Rebalance when >5% drift# Current: BTC 48%, ETH 28%, SOL 16%, USDC 8%# Action: Sell 8% BTC, buy 4% SOL, buy 2% USDC```### 2. Calendar Rebalancing```yamlschedule: monthly # weekly, monthly, quarterlyday: 1 # First of monthtime: "09:00" # After market opens```### 3. Smart Rebalancing```yamlmode: smartconsiderations: - tax_lots: true # Sell highest cost basis first - gas_threshold: $10 # Skip if gas > $10 - min_trade: $50 # Don't rebalance tiny amounts - market_hours: true # Avoid weekends - volatility: true # Pause during high vol```## Tax-Loss Harvesting```Opportunity Found:├── Asset: SOL├── Cost Basis: $120├── Current Price: $95├── Loss: -$25/coin (208 coins = -$5,200)├── Tax Savings: ~$1,560 (at 30% rate)└── Action: Sell SOL, buy similar asset (AVAX)Wait 30 days → Buy back SOL (wash sale rule)```## Fee Optimization```Rebalance Plan:├── Direct Route: 3 trades, $45 fees├── Optimized Route: 2 trades via ETH, $28 fees└── Savings: $17 ✓Also considering:├── Batch with pending trades├── Use limit orders (maker fees)└── Wait for lower gas (evening)```## Risk Parity Mode```yamlmode: risk_paritytarget_vol: 15% # Portfolio volatility target# Automatically adjusts weights based on:# - Asset volatility (more volatile = less weight)# - Correlation (diversification bonus)# - Current market regime```## Drift Alerts```📊 Portfolio Drift ReportBTC: 40% → 46% (+6%) ⚠️ Over thresholdETH: 30% → 32% (+2%) ✓ OKSOL: 20% → 14% (-6%) ⚠️ Under thresholdUSDC: 10% → 8% (-2%) ✓ OKSuggested Action: Rebalance (est. cost: $12)```## Commands```bashkit rebalance preview # Show what would changekit rebalance execute # Run rebalancekit rebalance set --btc 40 --eth 30 --sol 20 --usdc 10kit rebalance schedule --frequency monthlykit rebalance tax-harvest # Find tax loss opportunitieskit rebalance history # Past rebalances```## Integrations- CEX: Binance, Coinbase, Kraken- DEX: Uniswap, 1inch- Wallets: MetaMask, Ledger- Tax: Koinly, CoinTracker export

Frequently asked questions

Smart Rebalance