portfolio_balancer

Portfolio drift analysis compares your current asset allocations against the 25/25/25/25 Permanent Portfolio targets across stocks, long-term bonds, gold, and cash. It flags deviations so you can manually rebalance your holdings.

Yes, you can analyze Robinhood portfolio data for rebalancing. The workflow collects holdings via the bin/robinhood CLI, evaluates allocation drift against 25% targets, and generates rebalancing recommendations without executing trades.

No, this portfolio rebalancing workflow operates under strict read-only constraints. It analyzes allocation drift and generates recommendations, but it never places automated trades or modifies your holdings.

Allocation drift happens when market movements shift your holdings away from the 25/25/25/25 Permanent Portfolio targets across stocks, bonds, gold, and cash. You need to rebalance when these deviations become significant enough to require corrective trades.

You include satellite picks in your daily portfolio analysis by providing them alongside your core stocks, bonds, gold, and cash data. The workflow collects these additional holdings and incorporates them into the allocation drift analysis.

The limitation of read-only portfolio rebalancing recommendations is that they require manual execution. The workflow detects drift and generates guidance but cannot automatically place trades, meaning you must act on the report yourself.