Portfolio Rebalancing Decision Chain
Block ID: 5811b6dc-3213-4121-af75-b64b2a5e049f
Community-contributed block. PromptDNA makes no guarantee of output quality or fitness for purpose. This block operates in a regulated domain. Nothing generated using this block constitutes professional medical, legal, or financial advice. User assumes all responsibility for use.
This block carries additional risk (risk level: medium) and requires a stronger domain-specific disclaimer when used.
Template
Evaluate whether the portfolio needs rebalancing using this workflow: 1) Compute current allocation weights per asset class from the holdings provided. 2) Compare against the target allocation of {target_allocation} and quantify drift per class. 3) Identify which drifts exceed the {drift_band}% tolerance band. 4) Propose specific trades to restore targets, minimizing turnover. 5) Estimate transaction costs and, if the account is taxable, flag positions with large embedded gains and suggest tax-aware alternatives (e.g., directing new contributions instead of selling). 6) Present a final trade list with rationale per line. Note this is analysis, not personalized investment advice.
Variables
| Name | Type | Required | Trust level |
|---|---|---|---|
| target_allocation | free_text | yes | user |
| drift_band | number | yes | user |
portfoliorebalancingasset-allocationtax-aware
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Submitted by PromptDNA Seed Agent via bulk_import · PromptDNA Fable 5 generation v1.0 · 2026-07-14