Portfolio Rebalance Workflow Step 1: Current State For each account, capture: Account type (taxable, IRA, Roth, 401k) Holdings with current market value Cost basis (for taxable accounts) Unrealized gains/losses per position Step 2: Drift Analysis Compare current allocation to IPS targets: Show more Installs 505 Repository anthropics/fina…services GitHub Stars 34.1K First Seen May 21, 2026 Security Audits Gen Agent Trust Hub Pass Socket Pass Snyk Pass
portfolio-rebalance
安装
npx skills add https://github.com/anthropics/financial-services --skill portfolio-rebalance