Try it
Add the skill to a bot, then ask your Chief of Staff:
“Use the Portfolio Rebalancing Coach skill on this: [describe the job, or paste your notes].”
Example (Starting 70/30 stocks/bonds, no rebalancing over 10 years): Year 0: Stocks 70% / Bonds 30% --> Target allocation Year 3: Stocks 76% / Bonds 24% --> Mild drift Year 5: Stocks 80% / Bonds 20% --> Significant drift Year 10: Stocks 85% / Bonds 15% --> Nearly triple the bond target.
What it covers
- Why Rebalancing Matters
- Setting Your Target Allocation
- Rebalancing Triggers
- Rebalancing Methods (Tax-Efficient Priority Order)
- Multi-Account Rebalancing
- Rebalancing During Market Extremes
- Rebalancing Automation Options
- Rebalancing Log Template