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fsi-wm-portfolio-rebalance

100 / 100 · Low risk

Fine to try.

By d-wwei/openclaw-financial-services (GitHub) · research · 17 stars · scanned at commit 377ef57

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".

Works with any agent that supports SKILL.md skills.

What this skill can do

We found nothing in the files we read that matches our rules. That does not prove the skill is safe: see the limits of static scanning.

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'fsi-wm-portfolio-rebalance' ] || [ -L ~/.agents/skills/'fsi-wm-portfolio-rebalance' ]; then echo 'A skill folder named fsi-wm-portfolio-rebalance already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/d-wwei/openclaw-financial-services' "$d" && git -C "$d" checkout --quiet '377ef57edf89277df06a2ff67dce09b40330423b' -- 'skills/fsi-wm-portfolio-rebalance' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills/fsi-wm-portfolio-rebalance' ~/.agents/skills/'fsi-wm-portfolio-rebalance' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'fsi-wm-portfolio-rebalance' ~/.claude/skills/'fsi-wm-portfolio-rebalance' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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