Optimize investment portfolios with rebalancing, risk analysis, tax-loss harvesting, and calculate optimal asset allocation.
Optimize investment portfolios with rebalancing, risk analysis, and tax optimization.
# Analyze portfolio
python scripts/optimizer.py analyze --holdings AAPL:10,MSFT:15,GOOGL:5
# Rebalance
python scripts/optimizer.py rebalance --holdings AAPL:10,MSFT:15,GOOGL:5 --target "AAPL:30,MSFT:30,GOOGL:40"
# Tax-loss harvest
python scripts/optimizer.py harvest --holdings AAPL:-500,MSFT:200
Calculate trades needed to reach target allocation:
Identify positions with losses to offset gains:
python scripts/optimizer.py analyze --holdings AAPL:10,MSFT:15,GOOGL:5
python scripts/optimizer.py rebalance \
--holdings AAPL:10000,MSFT:15000,GOOGL:5000 \
--target "AAPL:33,MSFT:33,GOOGL:33"
python scripts/optimizer.py harvest --file portfolio.json
python scripts/optimizer.py risk --holdings AAPL:10,MSFT:20,GOOGL:5
Holdings can be specified as:
SYMBOL:VALUE (dollar value)SYMBOL:SHARES:AVG_COST (shares with cost basis)Example:
--holdings AAPL:15000,MSFT:20000,GOOGL:5000
Or with cost basis:
--holdings "AAPL:100:150.00,MSFT:50:280.00"
Analysis includes:
yfinance for price datanumpy, pandas for calculationsThis skill supports SkillPay integration for premium features.
| Tier | Price | Features |
|---|---|---|
| Basic | Free | Basic analysis, manual rebalancing |
| Pro | $29/mo | Auto rebalancing, tax-loss harvesting, risk metrics |
| Premium | $49/mo | API access, unlimited portfolios, priority support |
Owner: Xanadu Studios
ZIP package — ready to use