portfolio-rebalance

Portfolio drift is calculated by analyzing your current allocation deviations from targets across taxable, tax-advantaged, and retirement accounts. This skill generates rebalancing recommendations that prioritize tax-advantaged accounts to correct the drift while optimizing tax outcomes.

Tax-aware rebalancing is the process of adjusting your asset allocation while minimizing tax liabilities. This skill generates trade recommendations that prioritize tax-advantaged accounts and explicitly checks for wash-sale risk to prevent disallowed tax losses during the rebalance.

Yes, asset-location planning is supported across multi-account portfolios including taxable, tax-advantaged, and retirement accounts. The skill reviews where assets are held to optimize tax efficiency and generates an implementation trade list to execute the plan.

The best way to rebalance a multi-account portfolio is by using tax-aware trade generation. This skill analyzes allocation drift across all accounts, prioritizes trades within tax-advantaged accounts, and performs wash-sale checks to maintain target allocations efficiently.

Yes, the approach handles both drift analysis and trade generation. It identifies allocation deviations from your targets and outputs a detailed trade list with implementation instructions to execute the rebalancing plan across your accounts.