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portfolio-rebalance-review

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Run a portfolio review for a client or household — performance pulled from the connected portfolio platform (Orion Connect, Addepar or Envestnet/Tamarac), 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".

skills/portfolio-rebalance-review/SKILL.md

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Nov 2, 2026
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Apache-2.0

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# Portfolio Rebalance Review

Review a client portfolio end to end: performance → drift → analytics → model mapping → rebalance prep → rebalance rationale memo, with a current-against-proposed comparison when the advisor asks for one.

## Inputs

Required: **client/household name**. Optional: which accounts to include, the model portfolio or IPS targets (if not on file), and whether the advisor wants analysis only or a full rebalance prep. Once you have the household, say up front that the review can take a few minutes once portfolio data starts flowing across steps, rather than asking whether to proceed — invoking the skill is already the go-ahead to run the review. Say in the same breath which systems you'll be pulling from and **which relevant ones aren't connected** — the ones you looked for and found no tools for (Step 1), never the ones the advisor says aren't — with a one-line offer to connect one. It never blocks — make the offer and carry on with the best pass the connected systems allow. If the advisor has already said they don't have a given provider, don't raise it again.

**Take the advisor's grain literally.** A household and a single account are both valid subjects, and which one an advisor works at is set by their firm — whether compliance and risk tolerance are judged at household or account level varies. "The Harrington IRA" means that account; "the Harringtons" means the household. Don't silently widen a named account to its household, or narrow a household to one account. Whichever they named is what the drift denominator, the flags and the memo are about.

**When the ask is meeting-shaped, point at /pre-meeting.** An advisor getting ready for a client meeting — an agenda, talking points, what's changed since they last met — wants the prep doc, not this review. Cover what they asked of the portfolio here, and offer /pre-meeting for the meeting itself rather than building an agenda or talking points into this review.

## Step 1: Pull Performance & Holdings
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