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Asset Allocation Rebalancing

Automated portfolio rebalancing to maintain target asset allocation within tolerance bands.

Complexity: Moderate | Duration: 5-15m | Category: Finance/Investment

Tags: rebalancing asset-allocation portfolio-management automation

Workflow Diagram​

Steps​

Step 1: Current Allocation​

Agent: financial

analyst - Calculate current asset class percentages

Step 2: Drift Analysis​

Agent: financial

analyst - Compare vs target allocation, identify drift

Step 3: Threshold Check​

Agent: financial

analyst - Determine if rebalancing thresholds exceeded

Step 4: Tax Consideration​

Agent: tax

specialist - Evaluate tax impact of proposed trades

Step 5: Trade Calculation​

Agent: financial

analyst - Calculate exact shares to buy/sell

Step 6: Order Generation​

Agent: trade

executor - Create rebalancing trade orders

Step 7: Cost Analysis​

Agent: financial

analyst - Calculate trading costs and tax impact

Step 8: Approval​

Agent: code

reviewer - Human approval of trade list

Step 9: Execution​

Agent: trade

executor - Submit orders to broker

Step 10: Validation​

Agent: qa

specialist - Verify new allocation matches target

Usage​

To execute this workflow:

/workflow finance/investment/asset-allocation-rebalancing.workflow

See other workflows in this category for related automation patterns.