A portfolio rebalancing plan, not live trades.
What it does
Evaluates portfolio allocations and proposes rebalancing trades without placing orders.
When to use it
Use when seeking portfolio allocation guidance and a rebalancing proposal.
How to use it
Ask for portfolio allocation guidance; it loads holdings and proposes rebalancing trades, target weights, and estimated costs.
Latest review
What you need · 2
Requires the MCP server exposing memory search, expected-return prediction, allocation-history search, and memory storage tools.
Provides real mean-variance weights required for the rebalancing proposal; the built-in optimization command only returns an equal-weight demonstration.
Access · 2
This skill
plugin_ruflo-core_ruflo
Write
Requests predictions and saves allocations
neural-trader
Execute
Installs neural-trader if absent