/rebalance
Analyze drift and generate rebalancing trades
> /plugin marketplace add anthropics/financial-servicesHow it fires
How this command gets triggered: by you, by Claude, or both.
- Fires itselfClaude auto-loads it when your prompt matches the work.
- You can call itInvoke it directly when you want it.
- Slash command
/rebalance
Context preview
What this command does when you run it.
Analyze drift and generate rebalancing trades
Command definition
rebalance.mddescription: Analyze drift and generate rebalancing trades argument-hint: "[client name or account]"
Load the `portfolio-rebalance` skill to analyze allocation drift and recommend tax-aware rebalancing trades.
If a client or account is provided, use it. Otherwise ask for the portfolio to analyze.
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Other commands on financial-services.
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