Investment Portfolio Analyzer
PROAnalyze portfolio allocation, calculate performance metrics like Sharpe ratio, identify rebalancing opportunities, and optimize tax efficiency for my investments.
Example Usage
“I have a portfolio with: $85K in VOO (S&P 500), $35K in VXUS (International), $45K in BND (Bonds), $15K in VNQ (REITs). My target is 50% US stocks, 20% international, 20% bonds, 10% REITs. The S&P returned 28% this year. Should I rebalance? I’m in the 24% tax bracket and want to minimize capital gains. Also calculate my Sharpe ratio and check for any concentration risks.”
Skill Prompt
This skill works best when copied from findskill.ai — it includes variables and formatting that may not transfer correctly elsewhere.
How to Use This Skill
1
Copy the skill using the button above
2
Paste into your AI assistant (Claude, ChatGPT, etc.)
3
Fill in your inputs below (optional) and copy to include with your prompt
4
Send and start chatting with your AI
Suggested Customization
| Description | Default | Your Value |
|---|---|---|
| Target allocation percentages by asset class | {"stocks": 0.60, "bonds": 0.30, "cash": 0.10} | |
| Strategy type: calendar_based, threshold_based, volatility_based, tax_conscious | threshold_based | |
| Percentage threshold for rebalancing triggers (±5% default) | 5 | |
| Long-term capital gains tax rate for after-tax calculations | 0.20 | |
| Risk-free rate for Sharpe ratio calculation (current T-bill rate) | 0.05 | |
| Historical period in trading days for volatility calculations | 252 |
Research Sources
This skill was built using research from these authoritative sources:
- Portfolio Rebalancing Strategies to Manage Risk Best practices including tolerance bands, windfall strategies, and rebalancing triggers
- Best Portfolio Rebalancing Strategies 2024 Calendar-based, percentage-based, volatility-based, and tax-conscious rebalancing methods
- 10 Best Portfolio Analyzer Tools Comparison of modern portfolio analysis platforms and features
- Enhancing Portfolio Optimization: Markowitz vs Risk-Parity Academic comparison of mean-variance optimization against risk-parity strategies
- Strategic Portfolio Rebalancing with Predictive Models Integrating predictive models and adaptive optimization for dynamic markets
- r/Bogleheads: Rebalancing Portfolio Strategies Community advice on strategy selection and long-term consistency
- r/LETFs: Portfolio Rebalancing Method Preferences Investor preferences for target-based vs threshold-based rebalancing