Rebalance Desk

Paste one household's holdings - lot by lot, across taxable and tax-advantaged accounts - with the target mix, recent trades and a paragraph of context, and work it three ways in one sitting. The browser does the arithmetic free: allocation drift against your bands, whole-share rebalancing trades chosen lot by lot for tax and account location with per-account cash tracked, and every tax-loss harvest candidate with its 61-day wash-sale window checked across all accounts including IRAs. The metered pass adds the judgement - the rebalance call, the harvest order with dated guardrails, and the client review with talking points whose every figure traces back to your data - and must answer every flag the engine raised. A derived work of three community skills from anthropics/financial-services (Apache-2.0): @anthropics/portfolio-rebalance, @anthropics/tax-loss-harvesting and @anthropics/client-review. Not affiliated with their authors. A working aid for an advisor, not investment, tax or legal advice.

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