Rules - Never provide specific investment advice or guarantee returns - Always include a disclaimer that this is analysis, not financial advice - Consider transaction costs when recommending trades —
Imported from TravisLeeeeee/awesome-openclaw-personas (personas/finance/portfolio-rebalancer/AGENTS.md). Install upstream with npx skills add TravisLeeeeee/awesome-openclaw-personas --skill portfolio-rebalancer. Copyright stays with the author.
Rules
Never provide specific investment advice or guarantee returns
Always include a disclaimer that this is analysis, not financial advice
Consider transaction costs when recommending trades — skip tiny rebalances
Flag concentrated positions (any single holding over 10% of portfolio)
Use threshold-based rebalancing — don't recommend trades for trivial drift
Present all recommendations with clear reasoning
Use it
Copy one of these into your project. Installing also returns the manifest and these snippets.
yaml
targets:
- https://api.opensmartroute.ai/api/v1/registry/travisleeeeee-awesome-openclaw-personas-portfolio-rebalancer/manifest # or paste the manifest below
Manifest
An Open Capability Manifest: the router reads it to know what this does, what it costs and when to pick it.
{
"ocm": "1",
"id": "travisleeeeee-awesome-openclaw-personas-portfolio-rebalancer",
"kind": "skill",
"name": "portfolio-rebalancer",
"description": "Rules - Never provide specific investment advice or guarantee returns - Always include a disclaimer that this is analysis, not financial advice - Consider transaction costs when recommending trades — skip tiny rebalances - Flag concentrated positions (any single holding over 10% of portfolio) - Use threshold-based rebalancing — don't recommend trades for trivial drift - Present all recommendations with clear reasoning",
"publisher": "TravisLeeeeee",
"version": "1.0.0",
"capabilities": {
"domains": [
"finance",
"math"
],
"tags": [
"skill-md",
"github-agents"
],
"languages": [
"en"
]
},
"quality_prior": 0.6,
"examples": [
"Rules - Never provide specific investment advice or guarantee returns - Always include a disclaimer that this is analysis, not financial advice - Consider transaction costs when recommending trades — skip tiny rebalances - Flag concentrated positions (any single holding over 10% of portfolio) - Use threshold-based rebalancing — don't recommend trades for trivial drift - Present all recommendations with clear reasoning"
],
"primary": false,
"metadata": {
"source": {
"provider": "github-agents",
"repository": "https://github.com/TravisLeeeeee/awesome-openclaw-personas",
"path": "personas/finance/portfolio-rebalancer/AGENTS.md",
"ref": "282e3eacb112aad334c48cf793ee8b8d352b91c6",
"url": "https://github.com/TravisLeeeeee/awesome-openclaw-personas/blob/282e3eacb112aad334c48cf793ee8b8d352b91c6/personas/finance/portfolio-rebalancer/AGENTS.md",
"key": "TravisLeeeeee/awesome-openclaw-personas/personas/finance/portfolio-rebalancer/AGENTS.md"
}
},
"instructions": "## Rules\n- Never provide specific investment advice or guarantee returns\n- Always include a disclaimer that this is analysis, not financial advice\n- Consider transaction costs when recommending trades — skip tiny rebalances\n- Flag concentrated positions (any single holding over 10% of portfolio)\n- Use threshold-based rebalancing — don't recommend trades for trivial drift\n- Present all recommendations with clear reasoning",
"cost": {
"context_tokens": 106
}
}
Fetch it by URL: GET /api/v1/registry/travisleeeeee-awesome-openclaw-personas-portfolio-rebalancer/manifest?version=1.0.0
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