Asset Allocation and Optimizers
HKUDS/Vibe-Trading
Explains portfolio theory and the built-in optimizers: mean-variance (MPT), Black-Litterman, risk budgeting and all-weather allocation, plus rebalancing rules and config output.
A skill your agent uses when a wealth team needs to build a balanced client allocation plan, compare current vs target weights, and deliver rebalancing actions, product shortlist, and compliant…
Apache-2.0Auto-check passed
Install Bank T179 Wealth Management Asset Allocation Assistant
$ npx skills add aifinlab/FinClaw --skill bank-t179-wealth-management-asset-allocation-assistant -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install aifinlab/FinClaw bank-t179-wealth-management-asset-allocation-assistant --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/bank-t179-wealth-management-asset-allocation-assistant .claude/skills/bank-t179-wealth-management-asset-allocation-assistant && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "bank-t179-wealth-management-asset-allocation-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t179-wealth-management-asset-allocation-assistant into .claude/skills/bank-t179-wealth-management-asset-allocation-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t179-wealth-management-asset-allocation-assistant", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t179-wealth-management-asset-allocation-assistantType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add aifinlab/FinClaw --skill bank-t179-wealth-management-asset-allocation-assistant -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install aifinlab/FinClaw bank-t179-wealth-management-asset-allocation-assistant --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/bank-t179-wealth-management-asset-allocation-assistant .agents/skills/bank-t179-wealth-management-asset-allocation-assistant && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "bank-t179-wealth-management-asset-allocation-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t179-wealth-management-asset-allocation-assistant into .agents/skills/bank-t179-wealth-management-asset-allocation-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t179-wealth-management-asset-allocation-assistant", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-t179-wealth-management-asset-allocation-assistant -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install aifinlab/FinClaw bank-t179-wealth-management-asset-allocation-assistant --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/bank-t179-wealth-management-asset-allocation-assistant .cursor/skills/bank-t179-wealth-management-asset-allocation-assistant && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "bank-t179-wealth-management-asset-allocation-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t179-wealth-management-asset-allocation-assistant into .cursor/skills/bank-t179-wealth-management-asset-allocation-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t179-wealth-management-asset-allocation-assistant", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/aifinlab/FinClaw.git --path skills/bank-t179-wealth-management-asset-allocation-assistant--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add aifinlab/FinClaw --skill bank-t179-wealth-management-asset-allocation-assistant -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install aifinlab/FinClaw bank-t179-wealth-management-asset-allocation-assistant --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/bank-t179-wealth-management-asset-allocation-assistant .gemini/skills/bank-t179-wealth-management-asset-allocation-assistant && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "bank-t179-wealth-management-asset-allocation-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t179-wealth-management-asset-allocation-assistant into .gemini/skills/bank-t179-wealth-management-asset-allocation-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t179-wealth-management-asset-allocation-assistant", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install aifinlab/FinClaw bank-t179-wealth-management-asset-allocation-assistantInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add aifinlab/FinClaw --skill bank-t179-wealth-management-asset-allocation-assistant -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/bank-t179-wealth-management-asset-allocation-assistant .github/skills/bank-t179-wealth-management-asset-allocation-assistant && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "bank-t179-wealth-management-asset-allocation-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t179-wealth-management-asset-allocation-assistant into .github/skills/bank-t179-wealth-management-asset-allocation-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t179-wealth-management-asset-allocation-assistant", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-t179-wealth-management-asset-allocation-assistant -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install aifinlab/FinClaw bank-t179-wealth-management-asset-allocation-assistant --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/bank-t179-wealth-management-asset-allocation-assistant .opencode/skills/bank-t179-wealth-management-asset-allocation-assistant && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "bank-t179-wealth-management-asset-allocation-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t179-wealth-management-asset-allocation-assistant into .opencode/skills/bank-t179-wealth-management-asset-allocation-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t179-wealth-management-asset-allocation-assistant", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
bank-t179-wealth-management-asset-allocation-assistant- GitHub stars
- 255
- Token cost
- ~338 tokens
- SKILL.md length
- 60 words
- Files
- 11 (incl. scripts, references, assets)
- Skills in repo
- 74
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
A skill your agent uses when a wealth team needs to build a balanced client allocation plan, compare current vs target weights, and deliver rebalancing actions, product shortlist, and compliant…
- Works in 5 steps: 确认风险等级、期限与现金流约束 → 输出平衡型目标配置比例与解释 → 对比当前持仓结构，找出偏离点 → …
- A wealth team needs to build a balanced client allocation plan
- SKILL.md covers 适用范围, 何时使用, 何时不要使用 and 默认工作流, plus 8 more sections
- Runs Python scripts from its folder; calls python
What it does
Bank T179 Wealth Management Asset Allocation Assistant is an agent skill from aifinlab/FinClaw. Use when a wealth team needs to build a balanced client allocation plan, compare current vs target weights, and deliver rebalancing actions, product shortlist, and compliant communication notes.
Its SKILL.md is about 340 tokens, which your agent loads only when the skill is triggered. The skill folder holds 14 other files, including scripts, reference files and assets (for example `assets/example-input.json`, `assets/templates/allocation-plan-template.md` and `assets/templates/communication-script-template.md`).
The licence is Apache-2.0.
When your agent uses it
- A wealth team needs to build a balanced client allocation plan
- Compare current vs target weights
- Deliver rebalancing actions
- Product shortlist
Example prompts
- “/bank-t179-wealth-management-asset-allocation-assistant”
Requirements
- Python 3
Workflow steps
5 steps, taken from the first numbered list in SKILL.md.
- 确认风险等级、期限与现金流约束
- 输出平衡型目标配置比例与解释
- 对比当前持仓结构，找出偏离点
- 给出再平衡建议与落地顺序
- 输出适配产品清单与沟通要点
What it can do on your machine
Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 1 file in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
python
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Bank T179 Wealth Management Asset Allocation Assistant loads about 338 tokens when it runs, and up to ~988 if it reads all its reference files. Until then it costs about 62 tokens; SKILL.md has 60 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
SKILL.md
The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 60 words, ~338 tokens.
Download SKILL.mdSave it as
.claude/skills/bank-t179-wealth-management-asset-allocation-assistant/SKILL.md (or your agent's skills folder). This skill also uses 10 other files; get the full folder from GitHub.- name
- bank-t179-wealth-management-asset-allocation-assistant
- description
- Use when a wealth team needs to build a balanced client allocation plan, compare current vs target weights, and deliver rebalancing actions, product shortlist, and compliant communication notes.
平衡型客户配置助手
这个 skill 面向平衡型客户，强调在收益与回撤之间取得可解释的平衡。输出包括目标配置、现有持仓差异、再平衡路径与沟通话术。
适用范围
- 平衡型客户资产配置与方案比较
- 现有持仓诊断与再平衡建议
- 面向客户的沟通提纲与风险揭示
何时使用
- 需要在收益与波动之间做结构化配置时
- 需要输出目标比例与再平衡步骤时
- 需要输出可复核的适配记录时
何时不要使用
- 风险等级、期限或流动性约束未确认
- 要求规避适当性与合规披露时
默认工作流
- 确认风险等级、期限与现金流约束
- 输出平衡型目标配置比例与解释
- 对比当前持仓结构，找出偏离点
- 给出再平衡建议与落地顺序
- 输出适配产品清单与沟通要点
重点分析框架
- 权益与固收的均衡分布
- 波动承受能力与回撤边界
- 再平衡节奏与风险暴露控制
输入要求
- 客户画像（风险等级、期限、流动性、目标）
- 当前持仓：资产类别、金额、期限
- 产品池：风险等级、期限、流动性、资产类别
输出要求
- 目标配置比例（平衡型）
- 当前配置对比与再平衡建议
- 适配产品清单与不适配原因
- 风险提示与沟通要点
代码与文件
scripts/run_skill.py：生成配置与再平衡建议- 共享引擎：
shared/wealth_management_skill_engine.py
示例命令：
python scripts/run_skill.py --input assets/example-input.json --format markdown参考资料
references/input-schema.mdreferences/output-schema.mdreferences/allocation-framework.mdreferences/rebalancing-guidelines.mdreferences/communication-points.md
风险与边界
- 不得承诺收益或回本
- 不得忽视期限错配与流动性约束
- 配置建议不替代审批结论
信息不足时的处理
- 输出缺口清单并标注优先级
- 未补齐前仅给出框架建议
交付标准
- 配置逻辑与再平衡建议可执行
- 沟通话术明确风险边界
- 输出可以直接用于客户沟通与复核
© aifinlab, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 10 other files (scripts, references, assets) in skills/bank-t179-wealth-management-asset-allocation-assistant of aifinlab/FinClaw.
- SKILL.md
- assets/example-input.json
- assets/templates/allocation-plan-template.md
- assets/templates/communication-script-template.md
- assets/templates/rebalance-action-template.md
- references/allocation-framework.md
- references/communication-points.md
- references/input-schema.md
- references/output-schema.md
- references/rebalancing-guidelines.md
- scripts/run_skill.py
Open the folder on GitHubat commit 9e62862
Compare with similar skills
Bank T179 Wealth Management Asset Allocation Assistant next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Bank T179 Wealth Management Asset Allocation Assistant this skillaifinlab/FinClaw | 255 | — | ~338 | Automated safety check: Pass | Apache-2.0 | |
| Asset Allocation and OptimizersHKUDS/Vibe-Trading | 35k | — | ~2.9k | Automated safety check: Pass | MIT | |
| AssetsBuilderIO/agent-native | 7.1k | — | ~1.2k | Automated safety check: Pass | None | |
| Open Banking Iodavila7/claude-code-templates | 33k | — | ~472 | Automated safety check: Pass | MIT | |
| Game Asset AuditDonchitos/Claude-Code-Game-Studios | 26k | — | ~2k | Automated safety check: Pass | MIT | |
| 3D Asset Generationcalesthio/OpenMontage | 66k | — | ~1.2k | Automated safety check: Pass | AGPL-3.0 |
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Questions about Bank T179 Wealth Management Asset Allocation Assistant
What does Bank T179 Wealth Management Asset Allocation Assistant do?
A skill your agent uses when a wealth team needs to build a balanced client allocation plan, compare current vs target weights, and deliver rebalancing actions, product shortlist, and compliant…. Bank T179 Wealth Management Asset Allocation Assistant is an agent skill from aifinlab/FinClaw. Use when a wealth team needs to build a balanced client allocation plan, compare current vs target weights, and deliver rebalancing actions, product shortlist, and compliant communication notes.
When should I use Bank T179 Wealth Management Asset Allocation Assistant?
Bank T179 Wealth Management Asset Allocation Assistant fits situations like: A wealth team needs to build a balanced client allocation plan; compare current vs target weights; deliver rebalancing actions; product shortlist.
How do I install Bank T179 Wealth Management Asset Allocation Assistant in Claude Code?
Run `npx skills add aifinlab/FinClaw --skill bank-t179-wealth-management-asset-allocation-assistant -a claude-code`. Or copy the skill folder (skills/bank-t179-wealth-management-asset-allocation-assistant in aifinlab/FinClaw) into .claude/skills/bank-t179-wealth-management-asset-allocation-assistant in your project. Claude Code loads it when a task matches its description.
How do I install Bank T179 Wealth Management Asset Allocation Assistant in Codex?
Run `npx skills add aifinlab/FinClaw --skill bank-t179-wealth-management-asset-allocation-assistant -a codex`. Or copy the skill folder (skills/bank-t179-wealth-management-asset-allocation-assistant in aifinlab/FinClaw) into .agents/skills/bank-t179-wealth-management-asset-allocation-assistant in your project. Codex loads it when a task matches its description.
Can I use Bank T179 Wealth Management Asset Allocation Assistant in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill bank-t179-wealth-management-asset-allocation-assistant -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/bank-t179-wealth-management-asset-allocation-assistant, .gemini/skills/bank-t179-wealth-management-asset-allocation-assistant, .github/skills/bank-t179-wealth-management-asset-allocation-assistant and .opencode/skills/bank-t179-wealth-management-asset-allocation-assistant in your project.
What does Bank T179 Wealth Management Asset Allocation Assistant need to run?
Going by SKILL.md and its folder, Bank T179 Wealth Management Asset Allocation Assistant needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.
Does Bank T179 Wealth Management Asset Allocation Assistant access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Bank T179 Wealth Management Asset Allocation Assistant safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Bank T179 Wealth Management Asset Allocation Assistant use?
Bank T179 Wealth Management Asset Allocation Assistant is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Bank T179 Wealth Management Asset Allocation Assistant use?
About 338 tokens (SKILL.md is roughly 1.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 650 tokens, read only when the agent opens those files.
What are the alternatives to Bank T179 Wealth Management Asset Allocation Assistant?
Skills that share tags, products or a category with Bank T179 Wealth Management Asset Allocation Assistant: Asset Allocation and Optimizers (HKUDS/Vibe-Trading, 35k stars), Assets (BuilderIO/agent-native, 7.1k stars), Open Banking Io (davila7/claude-code-templates, 33k stars) and Game Asset Audit (Donchitos/Claude-Code-Game-Studios, 26k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Bank T179 Wealth Management Asset Allocation Assistant?
aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 255 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.
Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.