ai-portfolio-rebalancer

ai-portfolio-rebalancer is a skill for Claude Code, Codex from kayzaa/k.i.t.-bot. It costs 0 tokens per session (471 once invoked), scanned A, a copy of ai-portfolio-rebalancer, MIT.

A tool for adjusting investment holdings when their actual percentages move away from chosen target percentages, including tax-loss harvesting.

In plain words
What is it for?
It helps check drift, preview or execute rebalancing trades, find tax-loss opportunities, review history, and follow model portfolios across multiple accounts.
Why use it?
It helps identify portfolio drift and prepare coordinated trades while considering taxes, wash-sale rules, fees, and slippage.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit It helps check drift, preview or execute rebalancing trades, find tax-loss opportunities, review history, and follow model portfolios across multiple accounts.

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Install with agentmods
npx agentmods add skills/kayzaa/k.i.t.-bot/ai-portfolio-rebalancer
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add kayzaa/k.i.t.-bot --skill ai-portfolio-rebalancer
Clone the repo
git clone --depth 1 https://github.com/kayzaa/k.i.t.-bot

Made for: Claude Code, Codex.

Wrote 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.

agentmods badge for ai-portfolio-rebalancer

README.md
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Your own site
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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.

agentmods 80×15 button for ai-portfolio-rebalancer

Your own site · 80×15
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Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 471 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.00471
Opus 5 $0.00000 $0.00235
Sonnet 5 $0.00000 $0.00094
Haiku 4.5 $0.00000 $0.00047

Measured 12d ago against content hash c265052c9dcd, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

ai-portfolio-rebalancer 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 12d 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.

Origin

This is a copy

100% identical to ai-portfolio-rebalancer — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

skills/ai-portfolio-rebalancer/SKILL.md · 69 lines

How it starts

The opening of the file, as written. The whole thing — 69 lines — stays where its author put it; the contents beside it link to each section on GitHub.

AI Portfolio Rebalancer

Intelligent portfolio rebalancing with tax-loss harvesting and drift detection.

Features

  • Drift Detection - Alert when allocations deviate from targets
  • Smart Rebalancing - AI decides optimal rebalance timing
  • Tax-Loss Harvesting - Automatically harvest losses for tax efficiency
  • Wash Sale Prevention - Avoid wash sale violations automatically
  • Multi-Account Coordination - Rebalance across all accounts as one
  • Transaction Cost Optimization - Minimize fees and slippage
  • Model Portfolio Support - Follow model portfolios with auto-adjustment

Rebalancing Strategies

  • Calendar - Rebalance on schedule (monthly, quarterly)
  • Threshold - Rebalance when drift exceeds X%
  • Tactical - AI-driven based on market conditions
  • Hybrid - Combine multiple strategies

Commands

kit rebalance status               # Current drift analysis
kit rebalance preview              # Preview rebalancing trades
kit rebalance execute              # Execute rebalancing
kit rebalance harvest              # Tax-loss harvest opportunities
kit rebalance history              # Rebalancing history
kit rebalance model <name>         # Follow model portfolio

API Endpoints

  • GET /api/rebalance/status - Drift analysis
  • GET /api/rebalance/preview - Preview trades
  • POST /api/rebalance/execute - Execute rebalance
  • GET /api/rebalance/harvest - Tax-loss opportunities
  • GET /api/rebalance/models - Available model portfolios

Configuration

rebalance:
  strategy: threshold
  threshold: 5%                # Drift threshold
  min_trade_size: $100
  tax_loss_harvest: true
  wash_sale_window: 30d
  exclude_assets: []
  schedule: quarterly          # For calendar strategy

Tax-Loss Harvesting

  • Identifies losing positions
  • Sells for tax deduction
  • Buys correlated replacement
  • Tracks wash sale windows
  • Estimates tax savings

Model Portfolios

  • Ray Dalio All Weather
  • 60/40 Balanced
  • Risk Parity
  • Permanent Portfolio
  • Custom models

Read the full file on GitHub · 69 lines

Changes

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.

  1. 12d ago First seen · 69 lines · 0 tokens per session scan A c265052c9dcd

Subscribe to this mod's changes

ai-portfolio-rebalancer is a skill published in the GitHub repository kayzaa/k.i.t.-bot (5 stars, last pushed 6mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 471 tokens. A static security scan graded it A with 0 findings. It is 100% identical to ai-portfolio-rebalancer, differing in 0 lines, and is treated as a copy.