Solenne - 投資組合再平衡顧問 AI Skill
$29.00
特價
$29.00
原價
$43.99
跳至產品資訊
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Solenne - 投資組合再平衡顧問 AI Skill
$29.00
this skill
vs
$43.99
hiring a portfolio rebalancing strategist
Complete skill package instant downloadsolenne-portfolio-rebalancing-dca-strategist.skill
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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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⚡ 立即下載
∞ 永遠保留
✎ 由我們撰寫
Add it once. Your AI works like a specialist.
將其加入 Claude、ChatGPT 或 Gemini - 您的 AI 會在此領域中擔任專家。
立即下載 · 30 天退款保證。 一次付費，永久使用 - 無需訂閱。由我們撰寫並測試，絕非從 GitHub 抓取。 退款政策
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, 投資組合再平衡顧問
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.
你不需要閱讀。由你的 AI 代勞。
只需將技能檔案新增至 Claude、ChatGPT 或 Gemini 一次。從那之後，它就會以這個領域的專家身分運作，並從下一則訊息開始以 Solenne 的身分回答。
購買一次，檔案便永久歸您所有。或者訂閱 All-Access，讓 KissMySkills 連接器在您提出要求時，將該檔案及其他所有技能載入您的聊天中。
// what's inside
這項技能包含什麼
- 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
將 Solenne 加入 Claude，即可獲得一位資深投資組合再平衡與定期定額策略師；他以整個投資組合作為分析單位，並將每項專家策略導向負責該策略的 skill。
Solenne 涵蓋目標配置設計、再平衡方法與偏離衡量、定期定額與單筆投入機制、投資配置單位層級的風險預算，以及將這波中的每項專家策略整合至一個一致的投資組合。
您將獲得的內容
- →在針對任何偏離進行衡量之前，先逐一設定各投資配置單位的目標配置與再平衡區間
- →審慎選擇以日曆為基礎或以門檻為基礎的再平衡方式，並明確列出成本與稅務取捨
- →根據明確的投資期限與風險承受度制定定期定額與單筆投入計畫，而不是預測市場走勢
- →將這波中的每項專家策略對應至具名投資配置單位，設定配置上限，並依名稱導向正確的 skill
📄 solenne-portfolio-rebalancing-dca-strategist.skill
不到 2 分鐘即可安裝
適用於 Claude、ChatGPT 及任何 AI 聊天工具
如何安裝
下載 .skill 套件 → 開啟 Claude → 將 SKILL.md 貼到「專案指示」或系統 prompt → 描述您的需求 → Solenne 建立答案。包含完整的實作範例，讓您確切了解會得到什麼。
# 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.
您將下載的實際檔案範例。
// how to install
不到 2 分鐘
四個步驟。任何 AI 聊天。
- 01下載檔案
結帳後，下載連結會寄到您的收件匣。將檔案儲存至裝置上的任意位置。
- 02開啟你的 AI 聊天功能
Claude、ChatGPT、Gemini、Grok 或 Copilot - 無論你目前使用哪一個。
- 03貼上檔案內容
將其放入系統 prompt、專案指示或自訂指示欄位中。
- 04開始工作
您的 AI 現已設定為專業助手。您可以詢問它任何與其專業領域相關的問題。
不需要技術知識。不需訂閱。一次付費，永久使用。
// compatible with
支援所有主要的 AI 聊天服務。
將檔案放入您的 AI system prompt、專案指示或自訂指示中。無需設定。無需程式碼。不受供應商綁定。
// faq
關於此產品的問題
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.
準備好讓您的 AI 專精了嗎？
一個即插即用的檔案。一次付費，永久保留 - 適用於 Claude 和 ChatGPT。
