rebalance

rebalance is a skill for Claude Code from Travisun/Opptrix. It costs 56 tokens per session (854 once invoked), scanned A, original, Apache-2.0.

A portfolio rebalancing workflow that compares current holdings with target percentages supplied by the user. Rebalancing means bringing investments back toward those chosen weights.

In plain words
What is it for?
Use it to calculate percentage differences, approximate value changes, cash needs, and constraint problems from current holdings and user-provided target weights.
Why use it?
It removes the manual calculation of which holdings are above or below target and by how much. It also keeps the result as a planning document rather than a trading order.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Good fit Use it to calculate percentage differences, approximate value changes, cash needs, and constraint problems from current holdings and user-provided target weights.

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

Made for: Claude Code.

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/travisun/opptrix/rebalance.svg)](https://agentmods.dev/skills/travisun/opptrix/rebalance)
Your own site
<a href="https://agentmods.dev/skills/travisun/opptrix/rebalance"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/rebalance.svg" alt="Measured on agentmods" height="20"></a>
Per session 56 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 854 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 $0.00056 $0.00854
Opus 5 $0.00028 $0.00427
Sonnet 5 $0.00011 $0.00171
Haiku 4.5 $0.00006 $0.00085

Measured 5d ago against content hash 9da3cf63cb72, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, 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 5d 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.

packages/agent-skills/builtin/rebalance/SKILL.md · 67 lines

What it actually says

再平衡方案

何时使用

用户已有 目标权重,需要计算与当前持仓的差额、得到再平衡清单。边界:压力测试用 @skill:stress-test;组合结构复盘用 @skill:portfolio-review目标权重必须由用户给出;输出是 方案说明,不是下单指令

分析架构(投研方法)

  • 问题/假设:相对目标权重,各标的超配/低配多少?需要多少名义买卖差额?
  • 证据清单:当前持仓与市值、用户目标权重、可选约束(现金、单票上限)
  • 多维交叉验证:权重和是否为 100%;差额加总与现金项
  • 结论与不确定:差额为计算事实;执行路径为假设(未含成本/税)
  • 风险与缺口:无目标权重、无市值、停牌等未建模
  • 事实 | 假设 | 推断 分栏强制

数据维度

维度 取数方向 缺失时
当前持仓 get_portfolio_holdings / portfolio_summary not-feasible
目标权重 ask_user(必填) 禁止擅自设定目标
约束 ask_user / workspace 按无约束简化并说明
落盘 workspace_write 可选
交付 list_web_vendorcreate_web 用户只要口头要点时可跳过

步骤

  1. 读取当前持仓权重
  2. ask_user 获取目标权重(及总资产/现金假设若需要)。
  3. 计算差额表:标的、当前%、目标%、差额%、近似名义金额。
  4. 约束检查:无法满足则标 not-feasible 项。
  5. 交付网页(默认)list_web_vendorcreate_web;明确 非下单指令

网页报告建议目录

  1. 组合快照与时效
  2. 目标权重来源(用户假设)
  3. 再平衡差额表
  4. 现金与约束说明
  5. 事实 | 假设 | 推断分栏
  6. 未建模因素(成本、税、流动性)
  7. 免责声明(非下单指令;无投资建议)

禁止

  • 擅自编造目标权重或仓位建议
  • 输出可直接理解为券商下单的指令口吻
  • 禁止无交付就结束(默认须有 web 产物,除非用户明确只要口头要点)
  • assumption / not-feasible 须诚实降级
  • 禁止承诺成交价格
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. 5d ago First seen · 67 lines · 56 tokens per session scan A 9da3cf63cb72

Subscribe to this mod's changes

rebalance is a skill published in the GitHub repository Travisun/Opptrix (231 stars, last pushed yesterday), licensed Apache-2.0. It adds 56 tokens to every session and 854 once invoked, about $0.0003 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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