rebalance

rebalance is a skill for Claude Code from lodetomasi/portfolio-copilot. It costs 78 tokens per session (968 once invoked), scanned A, original, no licence file.

A portfolio-checking tool that compares a local broker export with target investment weights and gives a beginner-friendly action recommendation.

In plain words
What is it for?
Use it when checking whether an investment portfolio is outside its target allocation or needs rebalancing.
Why use it?
It helps decide whether to leave the portfolio alone, use available cash to buy an underweight category, or rarely sell, while considering fees and prioritising cash flows.

Skill for Claude Code

Written for Claude Code: argument-hint in frontmatter.

Part of the portfolio-copilot plugin — 7 skills, 1 agent, 2 hooks, 1 MCP server shipped together

Good fit Use it when checking whether an investment portfolio is outside its target allocation or needs rebalancing.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/lodetomasi/portfolio-copilot/rebalance
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 lodetomasi/portfolio-copilot --skill rebalance
Clone the repo
git clone --depth 1 https://github.com/lodetomasi/portfolio-copilot

Made for: Claude Code.

Or install portfolio-copilot, the plugin that ships this one along with the rest of its 7 skills, 1 agent, 2 hooks, 1 MCP server.

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 rebalance

README.md
[![agentmods](https://agentmods.dev/badge/skills/lodetomasi/portfolio-copilot/rebalance/github.svg)](https://agentmods.dev/skills/lodetomasi/portfolio-copilot/rebalance)
Your own site
<a href="https://agentmods.dev/skills/lodetomasi/portfolio-copilot/rebalance"><img src="https://agentmods.dev/badge/skills/lodetomasi/portfolio-copilot/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.

agentmods 80×15 button for rebalance

Your own site · 80×15
<a href="https://agentmods.dev/skills/lodetomasi/portfolio-copilot/rebalance"><img src="https://agentmods.dev/badge/skills/lodetomasi/portfolio-copilot/rebalance.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 78 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 968 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 unknown No closer match found 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 $0.00078 $0.00968
Opus 5 $0.00039 $0.00484
Sonnet 5 $0.00016 $0.00194
Haiku 4.5 $0.00008 $0.00097

Measured 12d ago against content hash b08fadb1d801, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

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 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.

skills/rebalance/SKILL.md · 51 lines

The source is not reproduced here

No licence file

A repository with no LICENSE is all rights reserved by default, so the body is not copied here. The metadata, the measurements and the link are.

Read it on GitHub

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 · 51 lines · 78 tokens per session scan A b08fadb1d801

Subscribe to this mod's changes

rebalance is a skill published in the GitHub repository lodetomasi/portfolio-copilot (1 stars, last pushed 13d ago), with no licence file. It adds 78 tokens to every session and 968 once invoked, about $0.0004 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.

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