Portfolio Optimizer

Optimize investment portfolios with rebalancing, risk analysis, and tax optimization.

Quick Start

CODEBLOCK0

Core Features

1. Portfolio Analysis

• - Current allocation breakdown
• Sector exposure
• Risk metrics (volatility, beta, Sharpe ratio)
• Diversification score
• Performance vs benchmarks

2. Rebalancing

Calculate trades needed to reach target allocation:

• - Threshold-based rebalancing (e.g., rebalance when >5% drift)
• Calendar-based (quarterly, annually)
• Tax-aware rebalancing (minimize capital gains)

3. Tax-Loss Harvesting

Identify positions with losses to offset gains:

• - Short-term vs long-term losses
• Wash sale rule awareness
• Suggested replacement securities

4. Risk Analysis

• - Portfolio volatility
• Maximum drawdown
• Value at Risk (VaR)
• Beta vs market
• Correlation matrix

Usage

Analyze Current Portfolio

Get Rebalancing Trades

Tax-Loss Harvesting Opportunities

Risk Report

Input Format

Holdings can be specified as:

• - SYMBOL:VALUE (dollar value)
• INLINECODE1 (shares with cost basis)

Example:
CODEBLOCK5

Or with cost basis:
CODEBLOCK6

Output

Analysis includes:

• - Current vs target allocation
• Trades needed to rebalance
• Estimated tax impact
• Risk metrics
• Recommendations

Requirements

• - Python 3.10+
• INLINECODE2 for price data
• INLINECODE3, pandas for calculations

Monetization (SkillPay)

This skill supports SkillPay integration for premium features.

Pricing Tiers

Tier	Price	Features
Basic	Free	Basic analysis, manual rebalancing
Pro

$29/mo | Auto rebalancing, tax-loss harvesting, risk metrics |

Owner: Xanadu Studios