Explains portfolio rebalancing concepts including drift calculation, threshold triggers, and time-based approaches. Walks through how to calculate allocation drift and documents the steps to restore target allocation.
Free and open source. macOS, Windows and Ubuntu.
Add the skill to a bot, then ask your Chief of Staff:
“Use the Rebalancing Framework skill on this: [describe the job, or paste your notes].”
Drift is the central diagnostic number. Calculate it precisely and present it both as percentage points and as dollar amounts, because the dollar amount is what drives trade sizing.
Free for Mac, Windows and Ubuntu.
Open Settings → Skills and switch on Rebalancing Framework for any bot. Or ask your Chief of Staff to pick skills for a job.
The bot reads the skill when the job calls for it, and works the way it lays out.
Explains portfolio rebalancing concepts including drift calculation, threshold triggers, and time-based approaches. Walks through how to calculate allocation drift and documents the steps to restore target allocation.
Nothing. It ships with Murage, which is free and open source. Your bots run on the AI plan you already have.
Yes. Open it in Settings → Skills to read, edit or duplicate it. Skill Guard scans it again after every edit.
Download the free app, connect the AI you already pay for, and tell your Chief of Staff what needs doing. Plan on about ten minutes from install to a working team.
No account needed · Runs on the AI plan you already pay for