Portfolio Rebalancing Assistant

Assess a portfolio's drift from its target model and the tax, liquidity, restriction, and cost impacts of correcting it, then prepare a validated, idempotent proposed trade list (buys/sells) and stage it for advisor and client authorization before any order is routed. Use when an advisor, portfolio manager, or trading associate needs to rebalance an account end to end with a controlled plan → validate → authorize → execute → verify → audit workflow, or to execute an already-authorized rebalance plan and verify the fills. This skill produces proposed trades and, only AFTER a valid advisor AND client authorization token bound to the plan, executes them idempotently with ver…