# 安装 portfolio-rebalance

- 类型: Skill 技能
- 说明: Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".
- 仓库: https://github.com/anthropics/financial-services

## 方式一 · 一键代装（复制提示词让 AI 代劳）

### Claude Code
```
请帮我安装 askskill 上的 "portfolio-rebalance" 技能：
1. 下载 https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md
2. 保存为 ~/.claude/skills/portfolio-rebalance/SKILL.md
3. 装好后重载技能，告诉我可以用了
```

### Codex
```
请帮我安装 askskill 上的 "portfolio-rebalance" 技能：
1. 下载 https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md
2. 保存为 ~/.codex/skills/portfolio-rebalance/SKILL.md
3. 装好后重载技能，告诉我可以用了
```

### Cursor
```
请帮我安装 askskill 上的 "portfolio-rebalance" 技能：
1. 下载 https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md
2. 保存为 ~/.cursor/skills/portfolio-rebalance/SKILL.md
3. 装好后重载技能，告诉我可以用了
```

## 方式二 · 命令行安装（原生命令与配置）

### Claude Code
```bash
mkdir -p '~/.claude/skills/portfolio-rebalance' && curl -fsSL 'https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md' -o '~/.claude/skills/portfolio-rebalance/SKILL.md'
```

### Codex
```bash
mkdir -p '~/.codex/skills/portfolio-rebalance' && curl -fsSL 'https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md' -o '~/.codex/skills/portfolio-rebalance/SKILL.md'
```

### Cursor
```bash
mkdir -p '~/.cursor/skills/portfolio-rebalance' && curl -fsSL 'https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md' -o '~/.cursor/skills/portfolio-rebalance/SKILL.md'
```