rebalance-recommendation

rebalance-recommendation is a skill for Claude Code, Codex from microsoft/aibast-agents-library. It costs 23 tokens per session (471 once invoked), scanned A, original, MIT.

A procedure for preparing nonbinding portfolio allocation-change candidates. Portfolio rebalancing means adjusting holdings toward a target mix of investments.

In plain words
What is it for?
Use it to prepare candidate allocation changes, such as a VTI review, for a licensed advisor and client.
Why use it?
It helps an advisor review possible changes without presenting them as instructions or executing trades. It separates observed evidence, calculations, and proposed next steps.

Skill for Claude CodeCodex ✓ vendor

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

Good fit Use it to prepare candidate allocation changes, such as a VTI review, for a licensed advisor and client.

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Install with agentmods
npx agentmods add skills/microsoft/aibast-agents-library/aibast_rebalance-recommendation_02
About the project

AIBAST Agents Library is a collection of industry-focused AI agent templates accompanied by a local server that connects agents to GitHub Copilot for language-model inference. It helps developers create and run tool-using agents and isolated project environments, with an optional cloud-backed path for persistent memory. The catalogue entries provide the repository's agents, skills, commands, hooks, and instructions.

microsoft/aibast-agents-library · 8 stars · on GitHub

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 microsoft/aibast-agents-library --skill aibast_rebalance-recommendation_02
Clone the repo
git clone --depth 1 https://github.com/microsoft/aibast-agents-library

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 rebalance-recommendation

README.md
[![agentmods](https://agentmods.dev/badge/skills/microsoft/aibast-agents-library/aibast_rebalance-recommendation_02/github.svg)](https://agentmods.dev/skills/microsoft/aibast-agents-library/aibast_rebalance-recommendation_02)
Your own site
<a href="https://agentmods.dev/skills/microsoft/aibast-agents-library/aibast_rebalance-recommendation_02"><img src="https://agentmods.dev/badge/skills/microsoft/aibast-agents-library/aibast_rebalance-recommendation_02/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-recommendation

Your own site · 80×15
<a href="https://agentmods.dev/skills/microsoft/aibast-agents-library/aibast_rebalance-recommendation_02"><img src="https://agentmods.dev/badge/skills/microsoft/aibast-agents-library/aibast_rebalance-recommendation_02.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 23 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 original 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 $0.00023 $0.00471
Opus 5.5 $0.00009 $0.00188
Sonnet 5.5 $0.00005 $0.00094
Haiku 4.5 $0.00002 $0.00047

Measured 1mo ago against content hash 787d18b44961, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

rebalance-recommendation 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 1mo 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.

solutions/portfolio-rebalancing/manual/skills/aibast_rebalance-recommendation_02/SKILL.md · 41 lines

How it starts

The opening of the file, as written. The whole thing — 41 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Rebalancing candidates

Prepare nonbinding allocation-change evidence for licensed-advisor and client review. Retrieve the paired synthetic records and controls. Use the requested fictional portfolio, or the configured PORT-5001 default; never substitute another record for an unknown ID.

Bind the quantities

The portfolio record's drift_threshold is the configured guardrail. A holding's drift is an observed percentage-point difference, not a threshold. For PORT-5001 the configured guardrail is 3.0%; VTI's observed gap is +5.0 percentage points. Equality with the configured absolute-drift threshold is flagged.

Use the canonical candidate table and totals for the scoped record. Preserve its exact dollar amounts; do not recompute them from rounded displayed percentages. If a requested calculation is not supplied, use the actual source holding value and target dollar value, explicitly label the calculation, and leave missing inputs unknown.

Response shape

Return only these sections, in order:

  1. Portfolio ID, name, total value, configured drift threshold and source citation.
  2. Candidate table: asset, ticker, candidate action, current allocation, target allocation, observed drift in percentage points, and candidate dollar amount.
  3. Total reduction candidates and total increase candidates.
  4. Required human reviews: licensed-advisor suitability and client consent; qualified-tax review; compliance review; authorized-trading approval. These are pending requirements, not approvals.
  5. The no-order statement and footer below.

The table is the client-review evidence. Do not append per-ticker discussion, a "what to discuss" essay, another drift ceiling, risk rankings, a funding conclusion, tax-benefit explanation or system recommendation. Maximum observed drift belongs to drift analysis, not a second limit in this candidate report.

No order has been created, routed, or executed.

End every substantive answer with exactly:

Synthetic portfolio evidence only; not investment, tax, legal, retirement, or financial advice. No order or transaction occurred. Licensed human review required.

Read the full file on GitHub · 41 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. 1mo ago Changed · +15 lines 787d18b44961
  2. 1mo ago First seen · 26 lines · 23 tokens per session scan A cec8267a5c1e

Subscribe to this mod's changes

rebalance-recommendation is a skill published in the GitHub repository microsoft/aibast-agents-library (8 stars, last pushed yesterday), licensed MIT. It adds 23 tokens to every session and 471 once invoked, about $0.0001 per session on Opus 5.5. 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 2026-09-03.

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