fsi-wm-cmd-rebalance
Installation
SKILL.md
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.
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.