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trader-rebalance

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Rebalancer. Brings the portfolio back to its target weights when it drifts: values every holding at current prices, works out each stock's drift from its target in percentage points, trades only the stocks outside a band (default 5 points), keeps the cash buffer and the per-stock cap, skips tiny trades, lists sells before buys, and writes the trades to trader/orders.json as proposals. Use when the user says "rebalance", "my portfolio drifted", "bring it back to the targets", "I added money", "the new 13F changed the weights", "am I overweight", or on a schedule (monthly or quarterly) after /trader-copycat updates the targets.

trader-rebalance/SKILL.md

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Source commit 5189e79b9a480755a3733ac9713f5353981dbe18

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Last checked
Nov 9, 2026

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1,633
Repository last updated
Oct 14, 2026
License
MIT

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# 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).

```bash
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
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