parallax-rebalance

Community

Health-driven rebalancing with macro context.

Authorbencharoenwong
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Rebalance decisions are often manual, error-prone, and difficult to align with both portfolio health signals and macro context; this Skill automates the analysis and produces prioritized trade instructions with clear rationale sourced from Parallax MCP.

Core Features & Use Cases

  • Health-flag guided rebalancing: prioritize trims and tilts based on risk, concentration, and quality signals.
  • Macro-context aware tilts: align weights with macro signals to improve risk-adjusted returns.
  • View-aware validation: ensures proposed changes respect active house views and tilts, and flags misalignments for action.

Quick Start

Provide your current holdings and constraints, and request a prioritized rebalance with explicit trade actions.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: parallax-rebalance
Download link: https://github.com/bencharoenwong/parallax-workflows/archive/main.zip#parallax-rebalance

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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