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jwangkun
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china-portfolio-rebalance

Analyze A-share portfolio drift and generate rebalancing trade lists.

705|115|Updated Jun 7, 2026
Search Tags:#portfolio#drift-detection#wealth-management#a-share#rebalance#tax-efficiency#trade-list
One-click install
npx skills add https://github.com/jwangkun/claude-for-financial-services-cn --skill china-portfolio-rebalance
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: china-portfolio-rebalance
Source: https://github.com/jwangkun/claude-for-financial-services-cn/tree/main/vertical-plugins/wealth-management/skills/china-portfolio-rebalance
Command: npx skills add https://github.com/jwangkun/claude-for-financial-services-cn --skill china-portfolio-rebalance

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Analyzes A-share portfolio allocations to identify drift and provides rebalancing recommendations to improve risk alignment and tax efficiency.

Core Features & Use Cases

  • Drift detection and allocation analysis across A-share equities with sector breakdowns.
  • Generation of a prioritized rebalancing trade list, including estimated shares and execution considerations.
  • Tax-aware planning and clear execution steps, with a detailed rebalancing report.

Quick Start

Run an A-share portfolio rebalance analysis for a client and output a drift report with suggested trades.

Frequently Asked Questions about china-portfolio-rebalance

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I detect allocation drift in an A-share portfolio?▼

A-share portfolio drift detection analyzes your current sector allocations against target weights to identify deviations. It generates a structured rebalancing report to improve risk alignment and tax efficiency.

How do I generate a rebalancing trade list for Chinese equities?▼

Generating a rebalancing trade list for Chinese equities involves calculating the estimated shares needed to correct allocation drift. The skill creates a prioritized trade list with execution sequencing and estimated transaction costs.

Can I apply tax-aware planning to A-share wealth management rebalancing?▼

Yes, you can apply tax-aware planning to A-share wealth management rebalancing. The skill incorporates tax considerations into its execution sequencing to optimize trade efficiency across multiple clients.

What is the best way to handle sector allocation rebalancing for multiple clients?▼

The best way to handle sector allocation rebalancing for multiple clients is to automate drift detection and trade list generation. This skill outputs a structured rebalancing report with execution steps for each client portfolio.

Does this portfolio rebalancing skill estimate execution costs for A-share trades?▼

Yes, this portfolio rebalancing skill estimates execution costs for A-share trades. It calculates estimated shares and transaction costs, integrating them into a prioritized trade list and execution plan.

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