portfolio_balancer
Daily Permanent Portfolio analysis with allocation drift and rebalancing recommendations
Profile →npx skills add majiayu000/claude-skill-registry --skill portfolio-balancer --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 **Multi-step workflow**: Daily Permanent Portfolio analysis with allocation drift and rebalancing recommendations > **CRITICAL**: Always invoke steps using the Skill tool. Never copy/paste step instructions directly. Automated daily portfolio analysis implementing Harry Browne's Permanent Portfolio strategy. The Permanent Portfolio maintains equal 25% allocations across four asset classes designed to perform in different economic conditions: - Stocks (25%): Prosperity/Growth - Long-Term Bonds (25%): Deflation/Recession - Gold (25%): Inflation - Cash/Treasuries (25%): Tight Money/Recession This workflow: 1. Collects portfolio data via `bin/robinhood positions --save` CLI 2. Analyzes current allocation against 25/25/25/25 targets 3. Tracks satellite stock picks (optional 10-20% of stock allocation) 4. Evaluates margin usage efficiency vs fees paid 5. Generates rebalancing recommendations when drift exceeds user-defined threshold 6. Produces a human-readable daily report for manual review IMPORTANT: This system is read-only. No trades are executed automatically. All recommendations require manual review and execution. ## Available Steps 1. **collect_portfolio_data
- Available Steps
- Execution Instructions
- Step 1: Analyze Intent
- Step 2: Invoke Starting Step
- Step 3: Continue Workflow Automatically
- Handling Ambiguous Intent
- Guardrails
- Context Files
What does the portfolio_balancer skill do?
Daily Permanent Portfolio analysis with allocation drift and rebalancing recommendations
How do I install it?
Run `npx skills add majiayu000/claude-skill-registry --skill portfolio-balancer --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.