AgentSkillsCN

rebalancing-planner

设计再平衡规则（基于阈值或时间周期）、约束条件，以及执行 checklist。当用户询问如何对投资组合进行再平衡，或希望制定一套再平衡方案时，可选用此技能。

SKILL.md
--- frontmatter
name: rebalancing-planner
description: Design rebalancing rules (threshold/time-based), constraints, and an execution checklist. Use when the user asks how to rebalance a portfolio or wants a rebalancing plan.
license: Apache-2.0

Rebalancing Planner

Act as a professional research and risk analyst. Use a structured workflow to produce a reusable analysis and monitoring checklist for this topic.

Workflow

Step 1: Confirm Inputs

Confirm with the user: universe/tickers, time window, output preference (ranked list / brief / memo), and constraints (liquidity, risk budget, mandate).

Step 2: Pull Data (As Needed)

  • •Data fetching: see references/data-queries.md (activate repo-root .venv, then run shared scripts via python).
  • •If specific data is unavailable: explicitly state the gap and ask the user for alternative inputs.

Step 3: Analysis Framework

  • •Lead with an executive summary (3–5 bullets), then show the evidence.
  • •Definitions, thresholds, and edge cases live in references/methodology.md.

Step 4: Output

Generate the final deliverable using references/output-template.md (key data, interpretation, risks, monitoring, next steps).

Data Enhancement

For live market data, see references/data-queries.md and run the shared scripts in ../findata-toolkit/scripts/.

Important Guidelines

  • •Always state data as-of dates and units; never fabricate missing values.
  • •Separate signal from story: show what would change your conclusion.
  • •This output is informational only and not investment advice.