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.
npx skills add leecyno1/boutique-skills --skill anthropic-fs-wealth-management-portfolio-rebalancegit clone --depth 1 https://github.com/leecyno1/boutique-skillsWrote 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/skills/leecyno1/boutique-skills/anthropic-fs-wealth-management-portfolio-rebalance)<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-wealth-management-portfolio-rebalance"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-wealth-management-portfolio-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/skills/leecyno1/boutique-skills/anthropic-fs-wealth-management-portfolio-rebalance"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-wealth-management-portfolio-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 | $0.00061 | $0.00677 |
| Opus 5 | $0.00030 | $0.00338 |
| Sonnet 5 | $0.00012 | $0.00135 |
| Haiku 4.5 | $0.00006 | $0.00068 |
Grade A, and why
portfolio-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 9d 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.
This is a copy
92% identical to portfolio-rebalance — 7 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.
How it starts
The opening of the file, as written. The whole thing — 82 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Portfolio Rebalance
Workflow
Step 1: Current State
For each account, capture:
- Account type (taxable, IRA, Roth, 401k)
- Holdings with current market value
- Cost basis (for taxable accounts)
- Unrealized gains/losses per position
Step 2: Drift Analysis
Compare current allocation to IPS targets:
| Asset Class | Target % | Current % | Drift | $ Over/Under |
|---|---|---|---|---|
| US Large Cap Equity | ||||
| US Small/Mid Cap | ||||
| International Developed | ||||
| Emerging Markets | ||||
| Investment Grade Bonds | ||||
| High Yield / Credit | ||||
| TIPS / Inflation Protected | ||||
| Alternatives | ||||
| Cash |
Flag positions exceeding the rebalancing band (typically ±3-5%).
Step 3: Trade Recommendations
Generate trades to bring allocation back to target:
Tax-Aware Rebalancing Rules:
- Prefer rebalancing in tax-advantaged accounts (IRA, Roth) first — no tax consequences
- In taxable accounts, avoid selling positions with large short-term gains
- Harvest losses where possible while rebalancing
- Watch for wash sale rules (30-day window) across all accounts
- Consider directing new contributions to underweight asset classes instead of trading
Trade List:
| Account | Action | Security | Shares/$ | Reason | Tax Impact |
|---|---|---|---|---|---|
| Buy/Sell | Rebalance / TLH | ST gain / LT gain / Loss |
Step 4: Asset Location Review
Optimize which assets are held in which account types:
- Tax-deferred (IRA/401k): Bonds, REITs, high-turnover funds (highest tax drag)
- Roth: Highest expected growth assets (tax-free growth)
- Taxable: Tax-efficient equity (index funds, ETFs, munis), tax-loss harvesting candidates
Step 5: Implementation
- Total trades by account
- Estimated transaction costs
- Estimated tax impact (realized gains/losses)
- Net effect on allocation drift
Step 6: Output
- Drift analysis table
- Recommended trade list (Excel)
- Tax impact summary
- Before/after allocation comparison
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.
- 9d ago First seen · 82 lines · 61 tokens per session scan A 0e5984623540
portfolio-rebalance is a skill published in the GitHub repository leecyno1/boutique-skills (5 stars, last pushed today), licensed MIT. It adds 61 tokens to every session and 677 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. It is 92% identical to portfolio-rebalance, differing in 7 lines, and is treated as a copy.
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