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BytesAgain β€Ί Skills β€Ί Xanadu Portfolio Optimizer
πŸ¦€ ClawHub

Xanadu Portfolio Optimizer

by @saintlittlefish

Optimize investment portfolios with rebalancing, risk analysis, tax-loss harvesting, and calculate optimal asset allocation.

Versionv1.0.0
Downloads771
#finance#legal
TERMINAL
clawhub install xanadu-portfolio-optimizer

πŸ“– About This Skill

name: portfolio-optimizer description: Optimize investment portfolios through rebalancing, risk analysis, and tax-loss harvesting. Use when: (1) Rebalancing portfolio allocation, (2) Analyzing portfolio risk and diversification, (3) Finding tax-loss harvesting opportunities, (4) Calculating optimal asset allocation.

Portfolio Optimizer

Optimize investment portfolios with rebalancing, risk analysis, and tax optimization.

Quick Start

# Analyze portfolio
python scripts/optimizer.py analyze --holdings AAPL:10,MSFT:15,GOOGL:5
Rebalance

python scripts/optimizer.py rebalance --holdings AAPL:10,MSFT:15,GOOGL:5 --target "AAPL:30,MSFT:30,GOOGL:40"
Tax-loss harvest

python scripts/optimizer.py harvest --holdings AAPL:-500,MSFT:200

Core Features

1. Portfolio Analysis

  • Current allocation breakdown
  • Sector exposure
  • Risk metrics (volatility, beta, Sharpe ratio)
  • Diversification score
  • Performance vs benchmarks

    • 2. Rebalancing

    Calculate trades needed to reach target allocation:

  • Threshold-based rebalancing (e.g., rebalance when >5% drift)
  • Calendar-based (quarterly, annually)
  • Tax-aware rebalancing (minimize capital gains)

    • 3. Tax-Loss Harvesting

    Identify positions with losses to offset gains:

  • Short-term vs long-term losses
  • Wash sale rule awareness
  • Suggested replacement securities

    • 4. Risk Analysis

  • Portfolio volatility
  • Maximum drawdown
  • Value at Risk (VaR)
  • Beta vs market
  • Correlation matrix

    • Usage

    Analyze Current Portfolio

    python scripts/optimizer.py analyze --holdings AAPL:10,MSFT:15,GOOGL:5

    Get Rebalancing Trades

    python scripts/optimizer.py rebalance \
  --holdings AAPL:10000,MSFT:15000,GOOGL:5000 \
  --target "AAPL:33,MSFT:33,GOOGL:33"

    Tax-Loss Harvesting Opportunities

    python scripts/optimizer.py harvest --file portfolio.json

    Risk Report

    python scripts/optimizer.py risk --holdings AAPL:10,MSFT:20,GOOGL:5

    Input Format

    Holdings can be specified as:

  • SYMBOL:VALUE (dollar value)
  • SYMBOL:SHARES:AVG_COST (shares with cost basis)

    • Example: 

    --holdings AAPL:15000,MSFT:20000,GOOGL:5000

    Or with cost basis: 

    --holdings "AAPL:100:150.00,MSFT:50:280.00"

    Output

    Analysis includes:

  • Current vs target allocation
  • Trades needed to rebalance
  • Estimated tax impact
  • Risk metrics
  • Recommendations

    • Requirements

  • Python 3.10+
  • yfinance for price data
  • numpy, pandas for calculations

    • Monetization (SkillPay)

    This skill supports SkillPay integration for premium features.

    Pricing Tiers

    | Tier | Price | Features | |------|-------|----------| | Basic | Free | Basic analysis, manual rebalancing | | Pro | $29/mo | Auto rebalancing, tax-loss harvesting, risk metrics | | Premium | $49/mo | API access, unlimited portfolios, priority support |

    Owner: Xanadu Studios

    πŸ’‘ Examples

    Analyze Current Portfolio

    python scripts/optimizer.py analyze --holdings AAPL:10,MSFT:15,GOOGL:5

    Get Rebalancing Trades

    python scripts/optimizer.py rebalance \
  --holdings AAPL:10000,MSFT:15000,GOOGL:5000 \
  --target "AAPL:33,MSFT:33,GOOGL:33"

    Tax-Loss Harvesting Opportunities

    python scripts/optimizer.py harvest --file portfolio.json

    Risk Report

    python scripts/optimizer.py risk --holdings AAPL:10,MSFT:20,GOOGL:5