Trader Rebalance
Rebalancer.
Install
npx skills add Jakeschincariol/trader-skill --skill trader-rebalance -g -a claude-code -y- Repository
- Jakeschincariol/trader-skill1.1k
- Category
- Engineering
- Updated
- 21d ago
- License
- MIT
- Context cost
- Lightabout 1,132 tokens
- Runs scripts
- Yes, review before use
What it does
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
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
| file | what |
|---|---|
trader/portfolio.json | cash and positions (shares); same shape as trader-tax's portfolio.example.json |
trader/prices.json | a price for every holding and every target (trader-alerts writes it) |
trader/targets.json | the target weights (trader-copycat writes it) |
trader/config.json | cash buffer, cap, min and max order, rebalance_band_pct |
trader/orders.json | the proposals it writes with --write, sells first |
