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china-portfolio-rebalance

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Portfolio rebalancing analysis for A-share wealth management portfolios. Analyzes allocation drift, generates rebalancing trades, and optimizes for tax efficiency. Adapted from the original portfolio-rebalance skill for Chinese portfolios. Triggers on "A股组合再平衡", "调仓", "rebalance China", "portfolio rebalance A-share", "rebalance portfolio", or "adjust allocation [client]".

vertical-plugins/wealth-management/skills/china-portfolio-rebalance/SKILL.md

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Repository last updated
Sep 14, 2026
License
Apache-2.0

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# china-portfolio-rebalance

## Purpose

Perform **A股投资组合再平衡** — analyze allocation drift, generate rebalancing recommendations, and optimize trade execution.

## Data Sources

### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

```python
get_quote(ticker)                     → Current prices for holdings
get_historical_data(ticker)           → Tax lot / cost basis context
```
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