Portfolio Rebalancing Analysis — ibizai Claude for Financial Services

What the Agent Produces

Seven structured sections, grounded in your allocation data — calculations based only on figures you provide.

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Rebalancing SummaryExecutive overview of the rebalancing need, magnitude, and recommended approach.

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Deviation AnalysisMarkdown table: current vs. target allocation and absolute/relative deviation per asset class.

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Proposed TradesSpecific trade directions and approximate sizes for each asset class exceeding 2% deviation threshold.

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Tax Efficiency ApproachRecommendations for routing trades through tax-deferred accounts first where applicable.

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Implementation SequenceTrades ranked by priority — largest deviation first, then tax considerations.

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Post-Rebalance Expected AllocationExpected allocation after implementing proposed trades.

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Notes & ConstraintsClient-specific constraints, missing data flags, and any caveats to the analysis.

How It Works

The Portfolio Rebalancing Analysis is ibizai's implementation of the Anthropic Claude for Financial Services reference agent suite, adapted for cross-border financial services across Latin America, the Caribbean, and Iberia. Output is available in English, Spanish, and French.

You provide the context and data. The agent uses Gemini 2.5 Flash at 0.2 temperature to generate structured output — grounded entirely in what you provide. No external financial databases are called; no figures are invented.

Important: All output is a first draft for qualified professional review. Do not use this tool with material non-public information. Verify all figures, data, and characterizations before any client use. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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