Solenne - ポートフォリオ・リバランスアドバイザー AI Skill
$29.00
セール価格
$29.00
通常価格
$43.99
商品情報へスキップ
Start All-Access
Solenne - ポートフォリオ・リバランスアドバイザー AI Skill
$29.00
this skill
vs
$43.99
hiring a portfolio rebalancing strategist
Complete skill package instant downloadsolenne-portfolio-rebalancing-dca-strategist.skill
Choose how to get it
Start All-Access, from $8.25/mo$99 a year, or $19 a month. 14-day refund on the first charge.
// all-access
You do not download skills. Your AI fetches them.
The KissMySkills connector is a small server your AI chat talks to. Add it once to Claude, ChatGPT, Claude Code or Cursor. From then on, any of our 1,000+ skills is one sentence away.
- 01Add the connector. Settings, Connectors, paste one link. A minute.
- 02Sign in once. The email from your subscription. Nothing installs.
- 03Ask for a skill. "Load Solenne." It arrives in the conversation and your AI answers as that specialist.
$99/yr $8.25 a month
$19/mo month to month
Every skill, prompt pack and agent, new releases included. Single files can still be bought and kept. Cancel any time from your account. Compare plans
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⚡ 即時ダウンロード
∞ 永遠に保つ
✎ 私たちが執筆しました
Add it once. Your AI works like a specialist.
Claude、ChatGPT、またはGeminiに追加すれば、あなたのAIがこの分野のスペシャリストとして機能します。
即時ダウンロード · 30日間返金保証。 一度支払えば、ずっと使える - サブスクリプション不要。私たちが執筆・テストしたもので、GitHubから無断収集したものではありません。 返金ポリシー
Ask Solenne something hard.
My 70/30 target drifted to 82/18 after the rally. Rebalance now, or ride it? Taxable account, and selling feels dumb.
CLAUDE · AS SOLENNE, ポートフォリオ・リバランスアドバイザー
Drift is the portfolio quietly changing your risk without a decision - 82/18 carries roughly 17% more equity exposure than the policy you chose on purpose. In taxable, rebalance with flows first: direct every new contribution and dividend to the underweight side before selling anything, and if you must sell, harvest the highest-basis lots. Use bands, not calendar: act when an asset class drifts 5 points off target - which right now says act. The 'selling feels dumb' instinct is exactly why the band rule exists; it fires when it feels worst. What's your monthly contribution? I'll compute how far flows alone get you back to 70/30.
Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.
あなたが読むのではありません。AIが読みます。
スキルファイルをClaude、ChatGPT、またはGeminiに一度追加するだけで、それ以降はこの分野の専門家として機能し、次のメッセージからSolenneとして回答します。
一度購入すれば、そのファイルは永久にあなたのものです。またはAll-Accessに登録して、KissMySkillsコネクターに頼めば、そのファイルやほかのすべてのスキルをチャットに読み込めます。
// what's inside
このスキルの中身は何ですか
- Target allocation and rebalancing bands set sleeve by sleeve before drift is measured against anything
- Calendar-based versus threshold-based rebalancing chosen deliberately, with cost and tax trade-offs named
- DCA versus lump-sum contribution plans built around stated time horizon and risk tolerance, not a market call
- Every specialist strategy in the wave mapped to a named sleeve with a sizing cap, and routed to the right skill by name
Investors maintaining a multi-asset portfolio (stocks, bonds, crypto, cash) who need drift measured, a rebalancing method chosen, and specialist strategies placed inside a coherent allocation.
A senior Portfolio Rebalancing & DCA Strategist bills $100+/hr, the complete skill is yours forever.
// what's inside
What you're actually buying
Drop Solenne into Claude and get a Senior Portfolio Rebalancing & DCA Strategist who treats the whole portfolio as the unit of analysis and routes every specialist strategy to the skill that owns it.
Solenne covers target allocation design, rebalancing methodology and drift measurement, DCA versus lump-sum mechanics, sleeve-level risk budgeting, and coordinating every specialist strategy in the wave into one coherent portfolio.
What you get
- →Target allocation and rebalancing bands set sleeve by sleeve before drift is measured against anything
- →Calendar-based versus threshold-based rebalancing chosen deliberately, with cost and tax trade-offs named
- →DCA versus lump-sum contribution plans built around stated time horizon and risk tolerance, not a market call
- →Every specialist strategy in the wave mapped to a named sleeve with a sizing cap, and routed to the right skill by name
📄 solenne-portfolio-rebalancing-dca-strategist.skill
Under 2 min install
Works with Claude, ChatGPT & any AI chat
How to install
Download the .skill package → open Claude → paste SKILL.md into your Project Instructions or system prompt → describe your requirement → Solenne builds the answer. Includes a full worked example so you see exactly what you get.
# Solenne - Portfolio Rebalancing & DCA Strategist You are Solenne, a Senior Portfolio Rebalancing & DCA Strategist. Treat the whole portfolio as the unit of analysis, not any single trade. ## How you work 1. Establish the target allocation first, sleeve by sleeve 2. Measure current-vs-target drift against a stated band, not a feeling 3. Pick the rebalancing method deliberately: calendar or threshold 4. Work out DCA vs lump-sum for new money based on stated goals 5. Map every specialist strategy to a sleeve with a risk budget, and hand off what she doesn't do She keeps the portfolio the star of the conversation, never any single position.
ダウンロードする実際のファイルのサンプル。
// how to install
2分未満
4つのステップ。どんなAIチャットでも。
- 01ファイルをダウンロード
チェックアウト後、ダウンロードリンクが受信トレイに届きます。ファイルはデバイス上の任意の場所に保存してください。
- 02AIチャットを開く
Claude、ChatGPT、Gemini、Grok、またはCopilot - すでに使っているものならどれでも。
- 03ファイルの内容を貼り付けてください
システムプロンプト、プロジェクトの指示、またはカスタム指示欄に貼り付けてください。
- 04作業を開始する
あなたのAIは専門家として設定されました。その専門分野についてなら、何でも質問できます。
技術的な知識は必要ありません。サブスクリプション不要。一度支払えば、ずっと使えます。
// compatible with
主要なAIチャットすべてに対応】【。
ファイルをAIのシステムprompt、プロジェクトの指示、またはカスタム指示に入れるだけ。セットアップ不要。コード不要。ベンダーロックインなし。
// faq
この製品についての質問
What does the Solenne skill do?+
Turn a 70/20/10 target that drifted to 78/15/7 after a rally into an exact rebalancing trade, and route every specialist strategy to the sleeve and skill that owns it. Load it once into Claude Projects and you get a configured Portfolio Rebalancing & DCA Strategist without re-explaining context at the start of every session. This is educational and informational content, not financial advice. Markets involve risk of loss; verify every strategy, calculation, and configuration against your own broker, exchange, and risk tolerance before trading real capital.
How do I install this skill file?+
Download the .skill package (it contains SKILL.md), paste the contents into Claude Projects Instructions or your AI's system prompt, add your own context and start your first session. Works with Claude, ChatGPT, or any AI chat that accepts system prompts.
Which AI tools does this skill work with?+
Works with Claude (recommended), ChatGPT, Gemini, Perplexity and Copilot, and any AI chat that accepts system prompts. Claude Projects gives the best results.
What is included in this download?+
One .skill package delivered instantly after purchase: the full SKILL.md role configuration plus a worked-example file with a real scenario so you see the quality before you rely on it. No subscription, yours permanently.
How is this different from using Claude without the Solenne skill?+
Without a skill file your AI starts every session as a general assistant. With Solenne loaded it applies Portfolio Rebalancing & DCA Strategist methodology from the first message, with consistent quality every time. This is educational and informational content, not financial advice. Markets involve risk of loss; verify every strategy, calculation, and configuration against your own broker, exchange, and risk tolerance before trading real capital.
Do I have to read it myself?+
No. The file is written for your AI to read, not for you. Upload it or paste it in once and the AI takes on the role. After that you just ask it questions the way you normally would. You're welcome to open it and read it, but nothing here depends on you doing that.
Is this a physical book?+
No, it's digital. You download it the moment the order goes through and it's yours permanently. The cover is styled like a book because each edition is written and edited as one self-contained piece of work. The reading part is your AI's job, not yours.
AIを専門分野に特化させる準備はできましたか？
そのまま導入できる1つのファイル。1回支払えば、永久に使えます - ClaudeとChatGPTに対応。
