Trader Alerts
Price Alerts. Rings when a price target, a stop or the opening bell hits: above / below / stop rules, percent moves from the previous close, and the NYSE opening bell, each…
Finance & Trading
Jake Schincariol1.2k
Rebalancer. Brings the portfolio back to its target weights when it drifts: values every holding at current prices, works out each stock's drift from its target in percentage points, trades only the stocks outside a band (default 5 points), keeps the cash buffer and the per-stock cap, skips tiny trades, lists sells before buys, and writes the trades to trader/orders.json as proposals. Use when the user says "rebalance", "my portfolio drifted", "bring it back to the targets", "I added money", "the new 13F changed the weights", "am I overweight", or on a schedule (monthly or quarterly) after /trader-copycat updates the targets.
Install
Research and paper-trading tools, not financial advice. Orders go to your broker only after you approve them, and paper trading is the default. Open the repository
Run this in your project folder. It works with Claude Code, Cursor, Codex and dozens of other agents.
$ npx skills add Jakeschincariol/trader-skill --skill trader-rebalanceNeeds Node.js. Add -g to install for every project, or -a claude-code to skip the agent picker.
How to use Trader Rebalance
Once it's installed, Claude reads this skill on its own whenever a request matches what it's for, so you don't have to mention it by name. In Claude Code you can also run it directly by typing /trader-rebalance.
It includes scripts that Claude may run on your computer, so skim them on GitHub before you install.
What the instructions cover
- 1What it reads and writes
- 2How it decides
- 3Steps
- 4Example: the reel's portfolio
- 5What it never does
- 6Safety
Section headings from the skill's SKILL.md file.
What's inside · 2 files
- SKILL.md
- rebalance.py
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