Agent skill

Rebalancing Execution

by SilvioBaratto in SilvioBaratto/optimizer

Translate approved target weights into paper orders under a no-trade band and an L1 turnover penalty, then place them behind human approval.

Custom licenceAuto-check passed

Install Rebalancing Execution

skills CLI
$ npx skills add SilvioBaratto/optimizer --skill rebalancing-execution -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install SilvioBaratto/optimizer rebalancing-execution --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/SilvioBaratto/optimizer.git skills-src && mkdir -p .claude/skills && cp -r skills-src/fund/src/fund/skills/rebalancing-execution .claude/skills/rebalancing-execution && rm -rf skills-src

Use ~/.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/

Facts

Skill name
rebalancing-execution
GitHub stars
176
Token cost
~425 tokens
SKILL.md length
196 words
Files
2
Skills in repo
10
Repo updated
First seen
Licence
Custom licence

At a glance

Translate approved target weights into paper orders under a no-trade band and an L1 turnover penalty, then place them behind human approval.

  • Works in 4 steps: Compute drift = L1 sum of |current -… → If over the band, size the trade toward… → Call place_orders(weights, portfolio_id)… → …
  • The executor must rebalance from current to target holdings
  • SKILL.md covers When to use, Load-bearing rule, Procedure and Boundaries, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Rebalancing Execution is an agent skill from SilvioBaratto/optimizer. Translate approved target weights into paper orders under a no-trade band and an L1 turnover penalty, then place them behind human approval. Use when the executor must rebalance from current to target holdings. Emits orders only; it never re-optimizes or invents weights, and never places live (real-money) trades.

Its SKILL.md is about 430 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `reference.md`).

The repository describes itself as: Quantitative portfolio construction and optimization platform built on skfolio and scikit-learn.

When your agent uses it

  • The executor must rebalance from current to target holdings

Example prompts

  • “/rebalancing-execution”

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

  1. Compute drift = L1 sum of |current - target|. If below the profile's no-trade
  2. If over the band, size the trade toward target with the L1 turnover penalty (a
  3. Call place_orders(weights, portfolio_id) — an idempotent paper ticket, gated by
  4. Fill model: next close + estimated slippage + commissions (no look-ahead).

What it can do on your machine

Read from SKILL.md and the folder at commit 63e897b. 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

    No scripts in the folder and no shell commands in SKILL.md.

    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

Rebalancing Execution loads about 425 tokens when it runs. Until then it costs about 84 tokens; SKILL.md has 196 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~84
When it runs · the whole SKILL.md, loaded when a task matches
~425

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); files beside SKILL.md are not scanned.

SKILL.md

Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 196 words (~425 tokens).

“The executor's step: go from approved target weights to a simulated order ticket, trading only when it is worth it, and only after human approval.”

— opening of SKILL.md by SilvioBaratto, Custom licence
name
rebalancing-execution

Read the full SKILL.md on GitHub

Files

SKILL.md and 1 other file in fund/src/fund/skills/rebalancing-execution of SilvioBaratto/optimizer.

  • SKILL.md
  • reference.md

Open the folder on GitHubat commit 63e897b

Compare with similar skills

Rebalancing Execution 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.

Rebalancing Execution compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Rebalancing Execution this skillSilvioBaratto/optimizer176—~425Automated safety check: PassCustom licence
Translation Diff TranslateDevolutions/UniGetUI26k—~934Automated safety check: PassMIT
Plane UI Translationmakeplane/plane61k—~16kAutomated safety check: PassAGPL-3.0
Visa Doc Translateaffaan-m/ECC276k4 repos~1kAutomated safety check: PassMIT
Translatorholaboss-ai/holaOS11k—~617Automated safety check: PassCustom licence
Generate Translationspayloadcms/payload45k—~1.1kAutomated safety check: PassMIT

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Questions about Rebalancing Execution

What does Rebalancing Execution do?

Translate approved target weights into paper orders under a no-trade band and an L1 turnover penalty, then place them behind human approval. Rebalancing Execution is an agent skill from SilvioBaratto/optimizer. Translate approved target weights into paper orders under a no-trade band and an L1 turnover penalty, then place them behind human approval.

When should I use Rebalancing Execution?

Rebalancing Execution fits situations like: the executor must rebalance from current to target holdings.

How do I install Rebalancing Execution in Claude Code?

Run `npx skills add SilvioBaratto/optimizer --skill rebalancing-execution -a claude-code`. Or copy the skill folder (fund/src/fund/skills/rebalancing-execution in SilvioBaratto/optimizer) into .claude/skills/rebalancing-execution in your project. Claude Code loads it when a task matches its description.

How do I install Rebalancing Execution in Codex?

Run `npx skills add SilvioBaratto/optimizer --skill rebalancing-execution -a codex`. Or copy the skill folder (fund/src/fund/skills/rebalancing-execution in SilvioBaratto/optimizer) into .agents/skills/rebalancing-execution in your project. Codex loads it when a task matches its description.

Can I use Rebalancing Execution 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 SilvioBaratto/optimizer --skill rebalancing-execution -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/rebalancing-execution, .gemini/skills/rebalancing-execution, .github/skills/rebalancing-execution and .opencode/skills/rebalancing-execution in your project.

What does Rebalancing Execution need to run?

SKILL.md names no scripts, command-line tools or credentials: Rebalancing Execution is instructions for the agent only.

Does Rebalancing Execution 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 Rebalancing Execution 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. Review the folder before installing.

What licence does Rebalancing Execution use?

Rebalancing Execution has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.

How many tokens does Rebalancing Execution use?

About 425 tokens (SKILL.md is roughly 1.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Rebalancing Execution?

Skills that share tags, products or a category with Rebalancing Execution: Translation Diff Translate (Devolutions/UniGetUI, 26k stars), Plane UI Translation (makeplane/plane, 61k stars), Visa Doc Translate (affaan-m/ECC, 276k stars) and Translator (holaboss-ai/holaOS, 11k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Rebalancing Execution?

SilvioBaratto (a GitHub user) maintains it in SilvioBaratto/optimizer, which has 176 GitHub stars. The repository holds 10 skills in this directory. The repository was last updated on October 7, 2026.

Source: SilvioBaratto/optimizer on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.