Portfolio Rebalance Review
anthropics/claude-for-financial-advisors/skills/portfolio-rebalance-review
analysisResmi
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Run a portfolio review for a client or household — performance pulled from Orion, allocation drift analysis vs. IPS or model portfolio, model-portfolio mapping, rebalance preparation with tax-aware rebalance opportunities to consider, and a rebalance rationale memo for the compliance file. Triggers on "portfolio review", "/portfolio-rebalance-review", "drift analysis", "rebalance [client]", "how is [client]'s portfolio positioned", "rebalance rationale", or "map [client] to a model".
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Kurulum
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Manuel Kurulum
Daha fazla adımArşivi indirin ve dosyaları projenize manuel olarak ekleyin.
Skill detayları
Versiyonv1.0.0
YazarAnthropic
Kategorianalysis
Skill IDanthropics/claude-for-financial-advisors/skills/portfolio-rebalance-review
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