Borrowing it
Nothing to install: this file belongs to haiiibin/claude-multi-agent-investing. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.
curl -O https://raw.githubusercontent.com/haiiibin/claude-multi-agent-investing/main/.claude/commands/rebalance.mdgit clone --depth 1 https://github.com/haiiibin/claude-multi-agent-investingWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/commands/haiiibin/claude-multi-agent-investing/rebalance)<a href="https://agentmods.dev/commands/haiiibin/claude-multi-agent-investing/rebalance"><img src="https://agentmods.dev/badge/commands/haiiibin/claude-multi-agent-investing/rebalance/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/commands/haiiibin/claude-multi-agent-investing/rebalance"><img src="https://agentmods.dev/badge/commands/haiiibin/claude-multi-agent-investing/rebalance.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00050 | $0.01211 |
| Opus 5 | $0.00025 | $0.00606 |
| Sonnet 5 | $0.00010 | $0.00242 |
| Haiku 4.5 | $0.00005 | $0.00121 |
Grade A, and why
rebalance scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 120 lines — stays where its author put it; the contents beside it link to each section on GitHub.
/rebalance -- Drift-Based Rebalancing
/allocate-cash: "have cash, what to buy" | /rebalance: "positions drifted, trim winners + add laggards"
Input -- target weights
Priority order:
- Per-holding
target_weightfield inholdings.json - Top-level
targets: { sectors: {…}, asset_class: {…} }inholdings.json - Arg override:
/rebalance equal-weight|cap-weight|strategic 60/30/10 - None found: don't invent. Ask user which framework or which weights.
Phase 1 -- Current state
Journal pre-scan: Read memory/long_term/journal.md (if exists). Filter last 60 days. Flag any thesis-change tags for tickers still in portfolio → these become priority trim candidates in Phase 3, regardless of drift math.
Read holdings.json, aggregate by ticker cross-account. Compute:
- MV per ticker (base currency),
weight = MV / total_equity(cash excluded from denominator) - Cash weight separately (
cash / total_portfolio) - Sector, country, asset-class weights
- Drift per dimension vs target
Phase 2 -- Drift thresholds
- Absolute drift:
current - target - Relative drift:
(current - target) / target - Trigger: abs >5pp OR rel >25%
- Urgent: abs >10pp
- Ignore: abs <2pp (micro-drift, not worth trading cost)
Phase 3 -- Propose trades
Over-weight → trim (tax-efficiency order)
- TFSA with gains → tax-free realization, trim first
- Taxable with unrealized loss → rebalance + harvest (double benefit; check 60-day superficial loss per CLAUDE.md)
- Taxable with short holding → at least not worse
- Taxable with large gain → trim last
State tax implication per sale (cite pooled ACB per CLAUDE.md, not per-account cost basis).
Under-weight → add (account selection)
- Currency match (USD→USD account)
- Account fit: zero-div growth→TFSA; US high-div→taxable USD (FTC); CAD div→CAD taxable (DTC)
- Sufficient cash in target account
If target is TFSA -- mandatory checks (prevent CRA 1%/month penalty):
- Read
accounts[].contribution_room_remaining. Ifnull→ warn user to verify at CRA My Account before buying. - Check
memory/long_term/trades.mdfor same-year TFSA sells. If cash came from same-year withdrawal, room does NOT restore until Jan 1 next year. Refuse TFSA buy unless user confirms they understand.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 11d ago First seen · 120 lines · 50 tokens per session scan A acf58613476a
rebalance is a command published in the GitHub repository haiiibin/claude-multi-agent-investing (2 stars, last pushed 20d ago), licensed MIT. It adds 50 tokens to every session and 1,211 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.
Other commands, from other repositories
cost
Cost & capacity health — LLM router savings, run-rate, cost-per-deploy, ROI per shipped feature, WoW/MoM delta. Pairs with /digest (delivery+DORA) and /burn (reliability).
close-review
Month-end close / GL compliance check — invokes accounting-reviewer to produce TM-accounting-{slug}.md with double-entry integrity, ASC 606 revenue-recognition, period-lock, and SOX ITGC gaps.
procurement-review
Procurement / source-to-pay compliance check — invokes procurement-reviewer to produce TM-procurement-{slug}.md with three-way match, segregation-of-duties, OFAC-screening, and SOX procurement-controls gaps.
tax-review
Tax-filing compliance check — invokes tax-reviewer to produce TM-tax-{slug}.md with MeF e-file schema, Form 8879, PTIN/Circular 230, and IRC §7216 consent gaps.
portfolio
View TastyTrade portfolio summary (positions and balances).
tax-sanity
Tax awareness sanity-check (NOT tax advice). Walks through entity tax-efficiency, deductions, growth structure, quarterly estimateds, multi-jurisdiction, retirement/long-term questions. Produces a Tax Readiness Checklist for the person's meeting with their accountant.