# China Portfolio Rebalance

Portfolio rebalancing analysis for A-share wealth management portfolios.

- Repository: https://github.com/jwangkun/claude-for-financial-services-cn (881 stars)
- Category: Engineering
- License: Apache-2.0
- Last updated: 2026-09-14
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-portfolio-rebalance -g -a claude-code -y`
Codex: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-portfolio-rebalance -g -a codex -y`
Cursor: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-portfolio-rebalance -g -a cursor -y`
Gemini CLI: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-portfolio-rebalance -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add jwangkun/claude-for-financial-services-cn`

## Description

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]".

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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
```

### Secondary Sources
- Portfolio management system
- Wind / Choice, market data
- Tax rules, A-share tax treatment

## Workflow

### Step 1: Current Allocation

**Portfolio snapshot:**

| Asset Class | Target % | Current % | Drift | Market Value | Action |
|-------------|----------|-----------|-------|--------------|--------|
| | | | | | |

**Within A-share equity:**

| Sector | Target | Current | Drift | Action |
|--------|--------|---------|-------|--------|
| 消费 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 科技 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 医药 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 金融 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 新能源 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 其他 | XX% | XX% | ±X% | Buy/Sell/Hold |

### Step 2: Identify Drift

**Drift thresholds:**

| Drift Level | Action |
|-------------|--------|
| ±2% | Monitor, no action |
| ±3-5% | Consider rebalancing |
| ±5%+ | Rebalance recommended |

**Drift causes:**
- Market price movements
- Dividend reinvestment
- Previous trades
- Cash flows (contributions/withdrawals)

### Step 3: Generate Rebalancing Trades

**Rebalancing logic:**

| Situation | Action |
|-----------|--------|
| Sector overweight + price up | Trim position |
| Sector underweight + price down | Add to position |
| Overweight + price down | Monitor (may converge) |
| Underweight + price up | Monitor (may converge) |

**Trade list:**

| Action | Ticker | Security | Current % | Target % | Trade Amount | Est. Shares |
|--------|--------|----------|-----------|----------|-------------|------------|
| Buy | | | | | | |
| Sell | | | | | | |
| Hold | | | | | | |

The rest: https://github.com/jwangkun/claude-for-financial-services-cn/blob/HEAD/vertical-plugins/wealth-management/skills/china-portfolio-rebalance/SKILL.md