Openclaw-financial-services fsi-wm-cmd-rebalance

Analyze drift and generate rebalancing trades — usage: /rebalance [client name or account]

install

source · Clone the upstream repo

git clone https://github.com/d-wwei/openclaw-financial-services

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/d-wwei/openclaw-financial-services "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/fsi-wm-cmd-rebalance" ~/.claude/skills/d-wwei-openclaw-financial-services-fsi-wm-cmd-rebalance && rm -rf "$T"

OpenClaw · Install into ~/.openclaw/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/d-wwei/openclaw-financial-services "$T" && mkdir -p ~/.openclaw/skills && cp -r "$T/skills/fsi-wm-cmd-rebalance" ~/.openclaw/skills/d-wwei-openclaw-financial-services-fsi-wm-cmd-rebalance && rm -rf "$T"

manifest: skills/fsi-wm-cmd-rebalance/SKILL.md

source content

Load the

portfolio-rebalance

skill to analyze allocation drift and recommend tax-aware rebalancing trades.

If a client or account is provided, use it. Otherwise ask for the portfolio to analyze.