portfolio_balancer.analyze_allocation
Calculate current allocation percentages, identify drift from targets, analyze margin efficiency
Profile →npx skills add majiayu000/claude-skill-registry --skill portfolio-balancer-analyze-allocation-ncrmro-deepwork-permanent- --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# portfolio_balancer.analyze_allocation **Step 2/4** in **portfolio_balancer** workflow > Daily Permanent Portfolio analysis with allocation drift and rebalancing recommendations ## Prerequisites (Verify First) Before proceeding, confirm these steps are complete: - `/portfolio_balancer.collect_portfolio_data` ## Instructions **Goal**: Calculate current allocation percentages, identify drift from targets, analyze margin efficiency # Analyze Allocation ## Objective Calculate current allocation percentages against the 25/25/25/25 Permanent Portfolio targets, identify drift from targets, and analyze margin efficiency. ## Task Analyze the portfolio snapshot to determine how current allocations compare to Harry Browne's Permanent Portfolio targets. Identify which asset classes are over or underweight and assess whether margin usage is cost-effective. ### Process 1. **Read the portfolio snapshot** Load `portfolio_balancer/data/portfolio_snapshot.yml` from the collect_portfolio_data step. 2. **Calculate current allocation percentages** For each asset class, calculate: ``` current_percentage = (asset_class_value / total_portfolio_value) * 100 ``` 3. **Calculate drift from targets** The Perm
- Prerequisites (Verify First)
- Instructions
- Objective
- Task
- Process
- Output Format
- portfoliobalancer/data/allocationanalysis.yml
- Quality Criteria
- Context
- Job Context
- Required Inputs
- Work Branch
- Outputs
- Guardrails
What does the portfolio_balancer.analyze_allocation skill do?
Calculate current allocation percentages, identify drift from targets, analyze margin efficiency
How do I install it?
Run `npx skills add majiayu000/claude-skill-registry --skill portfolio-balancer-analyze-allocation-ncrmro-deepwork-permanent- --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From majiayu000/claude-skill-registry, a repository with 534 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.