trader-rebalance SKILL.md skillA
trader-rebalance from jakeschincariol/trader-skill is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add jakeschincariol/trader-skill/trader-rebalance@git:20261014.5189e79Pins git:20261014.5189e79 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- jakeschincariol/trader-skill
- Path
trader-rebalance/SKILL.md- Versions recorded
- 1
- Latest version
- git:20261014.5189e79, committed Oct 14, 2026
- Size
- 5,261 bytes
- Repository stars
- 1,388
- License
- MIT
Rebalancer. Brings the portfolio back to its target weights when it drifts: values every holding at current prices, works out each stock's drift from its target in percentage points, trades only the stocks outside a band (default 5 points), keeps the cash buffer and the per-stock cap, skips tiny trades, lists sells before buys, and writes the trades to trader/orders.json as proposals. Use when the user says "rebalance", "my portfolio drifted", "bring it back to the targets", "I added money…
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# trader-rebalance
The Rebalancer keeps the portfolio looking like the plan. Prices move, new
money arrives and a new 13F changes the weights; this skill finds the stocks
that drifted too far and proposes the trades that bring them back. It writes
proposals only: trader-risk checks them and trader-broker asks the user yes
or no for each one.
`${CLAUDE_SKILL_DIR}` below is this skill's folder (where this SKILL.md lives).
```bash
python3 "${CLAUDE_SKILL_DIR}/rebalance.py" # the drift table, no files written
python3 "${CLAUDE_SKILL_DIR}/rebalance.py" --band 5 --write # proposals -> trader/orders.json
python3 "${CLAUDE_SKILL_DIR}/rebalance.py" --sell-untracked # also sell holdings not in the targets
python3 "${CLAUDE_SKILL_DIR}/rebalance.py" --json
```
## What it reads and writes
| file | what |
| --- | --- |
| `trader/portfolio.json` | cash and positions (shares); same shape as trader-tax's `portfolio.example.json` |
| `trader/prices.json` | a price for every holding and every target (trader-alerts writes it) |
| `trader/targets.json` | the target weights (trader-copycat writes it) |
…Read the whole file at its exact version.
How to install
mdr add jakeschincariol/trader-skill/trader-rebalance@sha256:cb3dc55ce21374ddThe line at the top of this page pins the label git:20261014.5189e79, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_yoj4sy3tik5artzo)
2 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 1 version of this file, committed on Oct 14, 2026.
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (5261 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
jakeschincariol/trader-skill · 1,388 stars · license MIT · pushed 2026-10-14 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_yoj4sy3tik5artzo GET https://markdownregistry.com/api/v1/resolve?ref=jakeschincariol/trader-skill/trader-rebalance GET https://markdownregistry.com/api/v1/blob/cb3dc55ce21374dd38c3a055022ef5f77c655bf72d95a4a332e6a9578c0543cb
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.