trader-rebalance

The Rebalancer keeps the portfolio looking like the plan. Prices move, new money arrives and a new 13F changes the weights; this skill finds the stocks that drifted too far and proposes the trades that bring them back. It writes proposals only: trader-risk checks them and trader-broker asks the user yes or no for each one.

${CLAUDE_SKILL_DIR} below is this skill's folder (where this SKILL.md lives).

python3 "${CLAUDE_SKILL_DIR}/rebalance.py"                    # the drift table, no files written
python3 "${CLAUDE_SKILL_DIR}/rebalance.py" --band 5 --write   # proposals -> trader/orders.json
python3 "${CLAUDE_SKILL_DIR}/rebalance.py" --sell-untracked   # also sell holdings not in the targets
python3 "${CLAUDE_SKILL_DIR}/rebalance.py" --json

What it reads and writes