Keep your portfolio on target with tax-aware trades.
What it does
Guides household portfolio rebalancing to restore target allocations while accounting for taxes and trading costs.
When to use it
Use for questions about rebalancing timing, tolerance bands, trading costs, tax efficiency, portfolio drift, or cash-flow rebalancing.
How to use it
Give it a household's portfolio information and rebalancing request; it prepares an allocation comparison and submits approved trades.
Good to know
- cannot be undone: order management system
Latest review
What you need · 2
The execution stage requires an order management system through which to submit approved trades.
Python 3.11 or newer is required to run the bundled calculation script.
Access · 3
This skill
order management system
Write
Submits approved portfolio trades (irreversible)
trade fills
Read
Checks completed portfolio trades