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 oh-rid/claude-code-plugin-ib --skill portfolio-rebalancegit clone --depth 1 https://github.com/oh-rid/claude-code-plugin-ibWrote 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/oh-rid/claude-code-plugin-ib/portfolio-rebalance)<a href="https://agentmods.dev/skills/oh-rid/claude-code-plugin-ib/portfolio-rebalance"><img src="https://agentmods.dev/badge/skills/oh-rid/claude-code-plugin-ib/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/oh-rid/claude-code-plugin-ib/portfolio-rebalance"><img src="https://agentmods.dev/badge/skills/oh-rid/claude-code-plugin-ib/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 | $0.00059 | $0.01219 |
| Opus 5 | $0.00030 | $0.00609 |
| Sonnet 5 | $0.00012 | $0.00244 |
| Haiku 4.5 | $0.00006 | $0.00122 |
Grade A, and why
portfolio-rebalance scanned grade A with 1 finding against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Makes network callslowCapability
Not a fault in itself. Listed so you know the mod talks to something, and to what.
curl -sk https://localhost:5000/v1/api/tickle How it starts
The opening of the file, as written. The whole thing — 156 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Portfolio Rebalance — Solo Trader
Compare current IB portfolio allocation to target weights. Show drift. Suggest trades.
Prerequisites
The user must have target allocations defined. If not, ask them to provide targets as a simple table:
Asset class / ticker : target %
If they say "I don't have targets" — help them define simple ones based on what they currently hold. Don't impose a model. This is their portfolio.
Workflow
Step 0: Session check
curl -sk https://localhost:5000/v1/api/tickle
Step 1: Get account and NLV
curl -sk https://localhost:5000/v1/api/portfolio/accounts
curl -sk "https://localhost:5000/v1/api/portfolio/$ACCT/summary"
Extract Net Liquidation Value (NLV) from summary. This is the denominator for all % calculations.
Step 2: Pull all positions
curl -sk "https://localhost:5000/v1/api/portfolio/$ACCT/positions/0"
For each position: ticker, assetClass, mktValue, position, unrealizedPnl.
Step 3: Classify holdings
Group positions by the user's target categories. Common groupings:
- By asset class: stocks, bonds, cash, options, futures
- By sector: tech, financials, energy, etc.
- By ticker (if targets are per-position)
- By geography: US, international, EM
Use the grouping that matches the user's targets. If targets are per-ticker, use per-ticker. If targets are by asset class, aggregate.
Step 4: Calculate drift
For each category:
current_pct = category_mkt_value / nlv * 100
drift = current_pct - target_pct
dollar_drift = drift / 100 * nlv
ALL arithmetic via python3 -c. No mental math.
Step 5: Cash and buying power
curl -sk "https://localhost:5000/v1/api/portfolio/$ACCT/ledger"
Check cash balance. If rebalancing requires buying, verify cash is available. If not, rebalancing means selling overweight to fund underweight.
Step 6: Generate trade suggestions
For each category outside the rebalancing band (default: +/- 3% drift):
- Overweight: suggest selling $X to bring to target
- Underweight: suggest buying $X to bring to target
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 · 156 lines · 59 tokens per session scan A 4678cc82c868
portfolio-rebalance is a skill published in the GitHub repository oh-rid/claude-code-plugin-ib (5 stars, last pushed 3mo ago), licensed MIT. It adds 59 tokens to every session and 1,219 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 1 finding (makes network calls). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.
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