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From wealth-management
Analyzes portfolio allocation drift and generates tax-aware rebalancing recommendations for a specified client or account.
How 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.
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.
npx claudepluginhub prakashgarg91/financial-services-plugins --plugin wealth-management54plugins reuse this command
First indexed Mar 26, 2026
Showing the 6 earliest of 54 plugins
/rebalanceAnalyzes portfolio allocation drift and generates tax-aware rebalancing recommendations for a specified client or account.
/openbb-portfolioAnalyzes portfolio performance, calculates risk metrics (Sharpe, drawdown, VaR), and provides optimization recommendations using OpenBB.
/portfolio-analysisAnalyzes complete crypto portfolio, computes allocation, risk metrics (Sharpe, Sortino, VaR), diversification, and rebalancing recommendations.
/tax-loss-harvestIdentifies tax-loss harvesting opportunities from a client portfolio, estimates federal and state tax savings, and flags wash-sale risks across all account types including IRAs.
/rebalanceDetects portfolio drift versus target weights, generates a trade list for securities breaching a threshold, and estimates turnover costs by market (A-share/HK/US). Also reports concentration and industry dispersion changes.
/bankr-agentSends a query to Bankr for crypto trading, Polymarket operations, portfolio checks, market research, and more. Automatically loads the correct capability skill and executes the job workflow.