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trader-rebalance
Security scan passedRebalancer.
Part of Trader SkillPack · 11 skills
by Jakeschincariol· FinanceUnclaimed · Yours? Claim it
What trader-rebalance does
About
Rebalancer. Brings the portfolio back to its target weights when it drifts: values every holding at current prices, works out each stock's drift from its target in percentage points, trades only the stocks outside a band (default 5 points), keeps the cash buffer and the per-stock cap, skips tiny trades, lists sells before buys, and writes the trades to trader/orders.json as proposals. Use when the user says "rebalance", "my portfolio drifted", "bring it back to the targets", "I added money", "the new 13F changed the weights", "am I overweight", or on a schedule (monthly or quarterly) after /trader-copycat updates the targets.
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