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skill

rebalancing Review findings

joellewisjoellewis/finance_skillsupdated

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Maintain portfolio allocations over time using calendar-based, threshold-based, and tax-efficient rebalancing strategies. Use when the user asks about when to rebalance, rebalancing bands, transaction cost trade-offs, tax-efficient rebalancing, or the rebalancing premium. Also trigger when users mention 'my portfolio drifted', 'how often should I rebalance', 'rebalancing across taxable and IRA accounts', 'volatility harvesting', 'buy low sell high automatically', or ask whether to use cash flows to rebalance.
joellewis's own description, from the skill's files.
FinanceProductivityskill
Stars
220
Version
v1
Copies
0
OverviewSecurity1Versions1

Overview

holdReview findings

Waxell's checks found 1 finding to review, highest severity high.

Highest severity
high
Findings
1
What ran
Static analysis

A clean result means nothing alarming in what is published, not a guarantee. How the checks work

We don't republish the skill's instructions. Read them on GitHub at the reviewed commit.

Security

Security scan

Checked 2 days ago

Result

Review findings Waxell's checks found 1 finding to review, highest severity high.

Checked with static analysis: servers it launches, packages it installs at runtime, scripts piped to a shell and bundled binaries. Nothing was run. How the checks work

Findings (1)

high · 1

  • high

    Tells Claude to install unpinned packages (numpy, scipy)

    SKILL.md:244 · skill_risk:S2

Versions

Version history

Each distinct content we have seen, newest first, with the verdict it got at the time.

One version so far: v1, seen 2026-11-03.

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