portfolio-rebalancing

portfolio-rebalancing is a skill for Claude Code, Codex from nirholas/three.ws. It costs 35 tokens per session (940 once invoked), scanned A, original, Apache-2.0.

A portfolio-rebalancing guide that compares current crypto holdings with target percentages and identifies trades that could restore the intended mix. Rebalancing means periodically adjusting investments after their values move apart from their targets.

In plain words
What is it for?
It helps assess holdings, calculate allocation drift, design target weights, choose rebalancing frequency, and estimate trades needed to reach the targets.
Why use it?
It helps reveal overconcentration and turns allocation goals into a concrete adjustment plan while considering costs and taxes.

Skill for Claude CodeCodex

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

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.

agentmods
npx agentmods add skills/nirholas/three.ws/portfolio-rebalancing
Any agent
npx skills add nirholas/three.ws --skill portfolio-rebalancing
Clone the repo
git clone --depth 1 https://github.com/nirholas/three.ws

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-rebalancing

README.md
[![agentmods](https://agentmods.dev/badge/skills/nirholas/three.ws/portfolio-rebalancing.svg)](https://agentmods.dev/skills/nirholas/three.ws/portfolio-rebalancing)
Your own site
<a href="https://agentmods.dev/skills/nirholas/three.ws/portfolio-rebalancing"><img src="https://agentmods.dev/badge/skills/nirholas/three.ws/portfolio-rebalancing.svg" alt="Measured on agentmods" height="20"></a>
Per session 35 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 940 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00035 $0.00940
Opus 5 $0.00017 $0.00470
Sonnet 5 $0.00007 $0.00188
Haiku 4.5 $0.00003 $0.00094

Measured 2d ago against content hash 398c678c8c45, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-05, from the pricing page.

Security

Grade A, and why

portfolio-rebalancing 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 2d 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.

data/skills/portfolio/portfolio-rebalancing/SKILL.md · 96 lines

How it starts

The opening of the file, as written. The whole thing — 96 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio Rebalancing

When to use this skill

Use when the user asks about:

  • Rebalancing their crypto portfolio
  • Whether their current allocations are too concentrated
  • Setting up a target allocation strategy
  • Calculating what trades to make to reach target weights
  • Deciding how often to rebalance

Rebalancing Framework

1. Current Portfolio Assessment

Gather and analyze:

  • Holdings list: Each asset, quantity, and current USD value
  • Current weights: Each holding as a percentage of total portfolio
  • Total portfolio value: Sum of all positions
  • Performance since last rebalance: Per-asset and total
  • Concentration check: Any single asset > 30% of portfolio is a concentration risk flag

2. Target Allocation Design

Help define or review target weights based on risk profile:

Conservative (lower volatility):

  • BTC: 40-50%, ETH: 25-30%, Stablecoins: 15-20%, Alts: 5-10%

Balanced (moderate risk):

  • BTC: 30-40%, ETH: 20-25%, Large-cap alts: 15-20%, Mid-cap: 10-15%, Stablecoins: 5-10%

Aggressive (higher risk, higher potential):

  • BTC: 20-25%, ETH: 15-20%, Large-cap alts: 20-25%, Mid/Small-cap: 20-30%, Stablecoins: 5%

Key constraints:

  • No single alt should exceed 10% of portfolio
  • Stablecoin allocation provides dry powder for opportunities
  • DeFi positions (LP, staking) count toward the underlying asset allocation

3. Drift Analysis

Calculate how far each position has drifted from target:

Asset Target % Current % Drift Action
BTC 35% 42% +7% Trim
ETH 25% 20% -5% Add
SOL 10% 15% +5% Trim
Stables 10% 3% -7% Add

4. Rebalancing Triggers

Recommend a rebalancing approach:

  • Calendar-based: Rebalance monthly or quarterly on fixed dates
  • Threshold-based: Rebalance when any position drifts >5% from target (recommended)
  • Hybrid: Check monthly, only act if drift exceeds threshold
  • Avoid daily rebalancing — transaction costs and taxes erode returns

Read the full file on GitHub · 96 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. 2d ago First seen · 96 lines · 35 tokens per session scan A 398c678c8c45

Subscribe to this mod's changes

portfolio-rebalancing is a skill published in the GitHub repository nirholas/three.ws (110 stars, last pushed today), licensed Apache-2.0. It adds 35 tokens to every session and 940 once invoked, about $0.0002 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 2026-09-03.

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