Hi - I answer from the OpenSmartRoute documentation: routing, the API, plans and quotas, self-hosting. Ask away, or open a support ticket if you need a person.
Grounded in the docs - follow a source before acting on it.
Prompt file imported from pynbj1001/alpha-sense (.github/prompts/financial-services-plugins/fsp-wealth-management-rebalance.prompt.md). Copyright stays with the author.
description: Reused workflow command from financial-services-plugins
description: Analyze drift and generate rebalancing trades
argument-hint: "[client name or account]"
Load the portfolio-rebalance skill to analyze allocation drift and recommend tax-aware rebalancing trades.
If a client or account is provided, use it. Otherwise ask for the portfolio to analyze.
Use it
Copy one of these into your project. Installing also returns the manifest and these snippets.
<!-- Reused from anthropics/financial-services-plugins. -->
<!-- Keep aligned by rerunning tools/sync_financial_plugins_reuse.py -->
---
description: Reused workflow command from financial-services-plugins
---
---
description: Analyze drift and generate rebalancing trades
argument-hint: "[client name or account]"
---
Load the `portfolio-rebalance` skill to analyze allocation drift and recommend tax-aware rebalancing trades.
If a client or account is provided, use it. Otherwise ask for the portfolio to analyze.
Manifest
The prompt text and its fill-in variables. Copy it or fetch it by URL from your own code.
{
"prompt": "<!-- Reused from anthropics/financial-services-plugins. -->\n<!-- Keep aligned by rerunning tools/sync_financial_plugins_reuse.py -->\n\n---\ndescription: Reused workflow command from financial-services-plugins\n---\n\n---\ndescription: Analyze drift and generate rebalancing trades\nargument-hint: \"[client name or account]\"\n---\n\nLoad the `portfolio-rebalance` skill to analyze allocation drift and recommend tax-aware rebalancing trades.\n\nIf a client or account is provided, use it. Otherwise ask for the portfolio to analyze.",
"variables": [],
"notes": "Load the `portfolio-rebalance` skill to analyze allocation drift and recommend tax-aware rebalancing trades.",
"metadata": {
"source": {
"provider": "github-prompts",
"repository": "https://github.com/pynbj1001/alpha-sense",
"path": ".github/prompts/financial-services-plugins/fsp-wealth-management-rebalance.prompt.md",
"ref": "4d1c0084dfff1ab22798a92c09effc405e62838e",
"url": "https://github.com/pynbj1001/alpha-sense/blob/4d1c0084dfff1ab22798a92c09effc405e62838e/.github/prompts/financial-services-plugins/fsp-wealth-management-rebalance.prompt.md",
"key": "pynbj1001/alpha-sense/.github/prompts/financial-services-plugins/fsp-wealth-management-rebalance.prompt.md"
}
}
}
Fetch it by URL: GET /api/v1/registry/pynbj1001-alpha-sense-fsp-wealth-management-rebalance-prompt/manifest?version=1.0.0
Reviews
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