portfolio-rebalance
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".
70
Quality
86%
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Securityby
Passed
No findings from the security scan
No security issues found
Scanned
- Repository
- anthropics/financial-services
- Commit
eb0c1ea
- Audited
- Security analysis
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