Run a portfolio review for a client or household — performance pulled from Orion, allocation drift analysis vs. IPS or model portfolio, model-portfolio mapping, rebalance preparation with tax-aware rebalance opportunities to consider, and a rebalance rationale memo for the compliance file.
Install
npx skills add anthropics/claude-for-financial-advisors --skill portfolio-rebalance-reviewnpx skills add anthropics/claude-for-financial-advisors --skill portfolio-rebalance-review -a claude-code -gnpx skills add anthropics/claude-for-financial-advisors --skill portfolio-rebalance-review -a codex -ggemini skills install https://github.com/anthropics/claude-for-financial-advisors.git --path skills/portfolio-rebalance-reviewgh skill install anthropics/claude-for-financial-advisors portfolio-rebalance-reviewgit clone --depth 1 https://github.com/anthropics/claude-for-financial-advisors /tmp/anthropics__claude-for-financial-advisors
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/portfolio-rebalance-review ~/.claude/skills/portfolio-rebalance-review # Claude Code
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/portfolio-rebalance-review ~/.agents/skills/portfolio-rebalance-review # Codex, Cursor, Gemini CLI, Copilot, OpenCode