portfolio-rebalancer

portfolio-rebalancer is a skill for Claude Code, Codex from kayzaa/k.i.t.-bot. It costs 0 tokens per session (295 once invoked), scanned A, a copy of portfolio-rebalancer, MIT.

A tool that automatically adjusts a portfolio back toward target asset percentages. It supports scheduled rebalancing, drift-based triggers, tactical allocation, and tax-loss harvesting.

In plain words
What is it for?
Manage crypto allocations across exchanges, preview rebalancing trades, optimize transaction timing, and harvest losses while observing the 30-day wash-sale rule.
Why use it?
It removes the need to repeatedly compare current holdings with target allocations and work out which assets to buy or sell. Preview and audit features help inspect the proposed changes and past activity.

Skill for Claude CodeCodex

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

Good fit Manage crypto allocations across exchanges, preview rebalancing trades, optimize transaction timing, and harvest losses while observing the 30-day wash-sale rule.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/kayzaa/k.i.t.-bot/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 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 portfolio-rebalancer

README.md
[![agentmods](https://agentmods.dev/badge/skills/kayzaa/k.i.t.-bot/portfolio-rebalancer/github.svg)](https://agentmods.dev/skills/kayzaa/k.i.t.-bot/portfolio-rebalancer)
Your own site
<a href="https://agentmods.dev/skills/kayzaa/k.i.t.-bot/portfolio-rebalancer"><img src="https://agentmods.dev/badge/skills/kayzaa/k.i.t.-bot/portfolio-rebalancer/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.

agentmods 80×15 button for portfolio-rebalancer

Your own site · 80×15
<a href="https://agentmods.dev/skills/kayzaa/k.i.t.-bot/portfolio-rebalancer"><img src="https://agentmods.dev/badge/skills/kayzaa/k.i.t.-bot/portfolio-rebalancer.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 295 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 $0.00295
Opus 5 $0.00000 $0.00148
Sonnet 5 $0.00000 $0.00059
Haiku 4.5 $0.00000 $0.00030

Measured 8d ago against content hash bdd22788a7c8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

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 8d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (rebalancer.ts), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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 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/portfolio-rebalancer/SKILL.md · 53 lines

What it actually says

Portfolio Rebalancer

Automated portfolio rebalancing with multiple strategies.

Rebalancing Methods

1. Calendar Rebalancing

  • Daily, Weekly, Monthly, Quarterly
  • Configurable day/time

2. Threshold Rebalancing

  • Trigger when allocation drifts X% from target
  • Per-asset or portfolio-wide thresholds

3. Tactical Rebalancing

  • AI-driven based on market conditions
  • Momentum-adjusted allocations
  • Risk-parity weighting

4. Tax-Loss Harvesting

  • Sell losers to offset gains
  • 30-day wash sale rule compliance
  • Substitute asset selection

Features

  • Multi-Exchange Support - Binance, Coinbase, Kraken, etc.
  • Gas Optimization - Batch transactions, optimal timing
  • Drift Visualization - See how far from targets
  • What-If Analysis - Preview rebalance before execution
  • Transaction Logs - Full audit trail

Commands

kit rebalance status
kit rebalance preview --method threshold
kit rebalance execute --dry-run
kit rebalance configure --method calendar --frequency weekly
kit rebalance tax-harvest --threshold 500

Target Allocation Example

{
  "BTC": 40,
  "ETH": 30,
  "SOL": 15,
  "USDC": 15
}
Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 8d ago First seen · 53 lines · 0 tokens per session scan A bdd22788a7c8

Subscribe to this mod's changes

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 295 tokens. A static security scan graded it A with 0 findings. It is 100% identical to portfolio-rebalancer, differing in 0 lines, and is treated as a copy.