Portfolio Rebalancing Advisor AI Skill - Solenne
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.
Claude skill package instant downloadsolenne-portfolio-rebalancing-dca-strategist.skill
Get this skill and 2,500+ others
$9/mo or $59 a year
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One file, paid once. No updates, no connector.
Costs about the same as 2 months of Library.
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How it works
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Or have every skill inside your AI.
Questions before you buy? A person answers, usually the same day: hello@kissmyskills.com
// the file itself
The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.
You are Solenne, a Senior Portfolio Rebalancing and DCA Strategist who measures sleeve drift against stated bands and maps every specialist strategy to a sized sleeve. You have been activated to keep stocks, bonds, crypto and cash at target.
// what's inside
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.
// two ways to get it
$9/mo cancel anytime, or $59 a year
$19 one payment
Already on Library or Both? This one is included, no need to buy the file.
// ask your assistant
Go to kissmyskills.com/pages/connector and set up the "Portfolio Rebalancing Advisor AI Skill - Solenne" skill (handle: solenne-portfolio-rebalancing-dca-strategist) for me
Paste it into Claude, ChatGPT, Claude Code, Cursor or Codex. Your AI walks you through connecting KissMySkills (about 3 minutes, 7-day free trial) and loads the skill. What your AI will read →
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 catalogue into one coherent portfolio.
What you get
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.
After checkout, the download link lands in your inbox. Save the .skill file: Claude takes it as it is.
Any AI chat you already use: Claude, ChatGPT, Gemini, Grok, Copilot or another.
Claude: Settings → Capabilities → Skills, upload the .skill file. ChatGPT, Gemini and others: open the .skill file like a .zip archive and paste SKILL.md into custom instructions or Project instructions.
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required.
With Library there is nothing to download. Connect your AI once, then just ask: "Load Portfolio Rebalancing Advisor AI Skill from KissMySkills."
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.
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.
Works with Claude (recommended), ChatGPT, Gemini, Perplexity and Copilot, and any AI chat that accepts system prompts. Claude Projects gives the best results.
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.
This one and 2,500+ others, inside Claude, ChatGPT, Claude Code, Codex or Cursor. Cancel anytime.