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From wealth-management
Analyzes portfolio allocation drift and generates tax-aware rebalancing trades for a specified client or account.
npx claudepluginhub julibethlara/financial-services --plugin wealth-managementHow this command is triggered — by the user, by Claude, or both
Slash command
/wealth-management:rebalance [client name or account]The summary Claude sees in its command listing — used to decide when to auto-load this command
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.
/rebalanceAnalyzes portfolio allocation drift and generates tax-aware rebalancing trades for a specified client or account.
/portfolio-analysisAnalyzes crypto portfolio positions for allocation, diversification, risk metrics (Sharpe ratio, volatility, max drawdown, VaR), correlations, performance, and rebalancing recommendations.
/portfolio-analyzeOrchestrates retirement pension portfolio analysis: parses user profile (age, job, risk tolerance), fetches indices, delegates to sub-agents for macro trends, sectors, risks, compliance, and generates final report.
/bankr-agentSends query to Bankr API for crypto trading, Polymarket bets, transfers, NFTs, portfolio, research, and more. Loads skill, submits job, polls status, reports results.
/portfolioAnalyzes portfolio company performance against plan, reviewing KPIs, variances, and red flags. Provide company name or path to financial package.
/backtestCombines factors from a library into a composite signal, then runs a quintile-backtest with transaction costs, fitting weights on train and scoring on test. Reports long-short return net of turnover costs.
Share bugs, ideas, or general feedback.
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.