Rebalancing strategy
Skill yogeshg665/quill-trading-agent/skills/rebalancing-strategy
Quill - Deterministic, risk-governed multi-agent trading engine for US equities. A strategy swarm proposes orders; an independent risk guardian has final say. Paper mode by default, gated live Robinhood MCP execution.
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Propose trades that move the portfolio back toward its target weights when a holding drifts beyond the tolerance band. WHEN: "rebalance my portfolio", "drift back to target", "my weights are off", "bring positions to target allocation", "trim overweight and add underweight".
SKILL.md
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Rebalancing Strategy
Overview
A strategy that drives the portfolio toward the investor's target_weights. When a
holding's weight drifts beyond the tolerance band, it proposes a whole-share buy or
sell sized to close the gap, subject to a minimum trade notional.
When to Use
- During the strategy swarm, whenever
target_weightsare defined. - Do NOT use it to chase performance; it only restores target allocations.
Inputs
| Input | Required | Description |
|---|---|---|
goals.target_weights | yes | Desired weight per symbol. |
config.strategy.rebalancing | yes | Drift tolerance and minimum trade notional. |
Process
- For each target symbol, compute the current weight and its drift from target.
- Skip symbols whose drift is within the tolerance band.
- Size a buy (underweight) or sell (overweight) to close the gap in whole shares.
- Skip trades below the minimum notional; cap sells at the held quantity.
Outputs
Whole-share buy or sell OrderProposal objects that reduce target drift, each
citing the current and target weights.
Rationalizations
| Excuse | Rebuttal |
|---|---|
| "It is only slightly overweight, rebalance anyway." | Inside the tolerance band, churn and costs outweigh the benefit; skip it. |
Red Flags
- A sell larger than the held quantity.
- A proposal below the minimum trade notional.
Verification
- Each proposal moves the holding toward its target weight.
- No proposal trades a symbol already within tolerance.