ai-portfolio-rebalancer

ai-portfolio-rebalancer is a skill for Claude Code, Codex from Signal-Execution-Labs/forex-trading-ai-agent. It costs 0 tokens per session (471 once invoked), scanned A, original, MIT.

An automated portfolio rebalancing tool that checks whether investments have moved away from their target percentages.

In plain words
What is it for?
Use it to monitor drift, preview or execute rebalancing trades, harvest investment losses for tax purposes, and coordinate multiple accounts.
Why use it?
It helps identify allocation drift and plan trades while considering taxes, fees, slippage, and wash-sale restrictions.

Skill for Claude CodeCodex

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

Good fit Use it to monitor drift, preview or execute rebalancing trades, harvest investment losses for tax purposes, and coordinate multiple accounts.

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Install with agentmods
npx agentmods add skills/signal-execution-labs/forex-trading-ai-agent/ai-portfolio-rebalancer
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 Signal-Execution-Labs/forex-trading-ai-agent --skill ai-portfolio-rebalancer
Clone the repo
git clone --depth 1 https://github.com/Signal-Execution-Labs/forex-trading-ai-agent

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 ai-portfolio-rebalancer

README.md
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Your own site
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Per session 0 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00000 $0.00471
Opus 5 $0.00000 $0.00235
Sonnet 5 $0.00000 $0.00094
Haiku 4.5 $0.00000 $0.00047

Measured 12d ago against content hash c265052c9dcd, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

ai-portfolio-rebalancer 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.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

skills/ai-portfolio-rebalancer/SKILL.md · 69 lines

How it starts

The opening of the file, as written. The whole thing — 69 lines — stays where its author put it; the contents beside it link to each section on GitHub.

AI Portfolio Rebalancer

Intelligent portfolio rebalancing with tax-loss harvesting and drift detection.

Features

  • Drift Detection - Alert when allocations deviate from targets
  • Smart Rebalancing - AI decides optimal rebalance timing
  • Tax-Loss Harvesting - Automatically harvest losses for tax efficiency
  • Wash Sale Prevention - Avoid wash sale violations automatically
  • Multi-Account Coordination - Rebalance across all accounts as one
  • Transaction Cost Optimization - Minimize fees and slippage
  • Model Portfolio Support - Follow model portfolios with auto-adjustment

Rebalancing Strategies

  • Calendar - Rebalance on schedule (monthly, quarterly)
  • Threshold - Rebalance when drift exceeds X%
  • Tactical - AI-driven based on market conditions
  • Hybrid - Combine multiple strategies

Commands

kit rebalance status               # Current drift analysis
kit rebalance preview              # Preview rebalancing trades
kit rebalance execute              # Execute rebalancing
kit rebalance harvest              # Tax-loss harvest opportunities
kit rebalance history              # Rebalancing history
kit rebalance model <name>         # Follow model portfolio

API Endpoints

  • GET /api/rebalance/status - Drift analysis
  • GET /api/rebalance/preview - Preview trades
  • POST /api/rebalance/execute - Execute rebalance
  • GET /api/rebalance/harvest - Tax-loss opportunities
  • GET /api/rebalance/models - Available model portfolios

Configuration

rebalance:
  strategy: threshold
  threshold: 5%                # Drift threshold
  min_trade_size: $100
  tax_loss_harvest: true
  wash_sale_window: 30d
  exclude_assets: []
  schedule: quarterly          # For calendar strategy

Tax-Loss Harvesting

  • Identifies losing positions
  • Sells for tax deduction
  • Buys correlated replacement
  • Tracks wash sale windows
  • Estimates tax savings

Model Portfolios

  • Ray Dalio All Weather
  • 60/40 Balanced
  • Risk Parity
  • Permanent Portfolio
  • Custom models

Read the full file on GitHub · 69 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. 12d ago First seen · 69 lines · 0 tokens per session scan A c265052c9dcd

Subscribe to this mod's changes

ai-portfolio-rebalancer is a skill published in the GitHub repository Signal-Execution-Labs/forex-trading-ai-agent (136 stars, last pushed 9d ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 471 tokens. 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 2026-08-30.