AB portfolio-drift-rebalancer
Aggregates investment holdings across taxable brokerage, 401k, and HSA into a single asset-allocation view, computes drift versus a target allocation, and produces a tax-efficient rebalance proposal that prefers tax-advantaged accounts for the trades and never executes. Flags drift over 5 percentage points and free-money issues like missed 401k employer match. Use when reviewing portfolio allocation, planning a rebalance, computing drift, or when user mentions asset allocation, drift, rebalancing proposal, or 401k match.
Aggregates investment holdings across taxable brokerage, 401k, and HSA into a single asset-allocation view, computes drift versus a target allocation, and…
As a process B 73/100 · Nearly there — weak spots: when it triggers, running it twice, progress reporting
How to improve
- Your own cases (evals/evals.json, 4–6 real requests with expected answers): the full check would then run those instead of a model-drafted suite.
- A spec.yaml with trigger phrases and assertions — a behaviour contract for CI; `skilltest init` writes a template.
Guard findings · 0
✓ No critical or high findings
Files scanned: 1. Evidence is masked. Grey chips explain why severity was lowered.
Against the Agent Skills spec
✓ No remarks against the Agent Skills spec
Process rating: all ten parameters 73/100
- 0Progress reporting. Says nothing while it works
- 20When it triggers. No condition that starts the skill
- 30Running it twice. 5 mutating operations with no state check
- 60Result and completion. Output format stated, no completion criterion
- 60Failures and branches. 2 branches
- 70Inputs and preconditions. Inputs and preconditions are listed
- 100Tools and files. No external tools needed
- 100Steps. 28 steps
- 100Consistency. Name and required fields are in place
- 100Execution cost. Instruction body is 2011 tokens
- medium Safety rules and hard prohibitions inside a skill: they belong in the system prompt, here they protect nothing
Everything here is measured from the skill text rather than judged by a model, so the numbers are checkable. A parameter weighs more when it is a more common reason for the process to stall.
Quality signals
- +5Description has no quoted example phrases that should trigger the skill
- +4Description does not say when NOT to use the skill (false activations)
- +1No license
- +2Single-language instructions
- +3Description length 526: enough signal without eating the budget
- +4Structure: 17 headings
- +3Step-by-step instructions: 28 items
- +3Output format is stated explicitly
- +4Has examples (2 code blocks)
Quality base 70; lint remarks subtract, signals add up to 100. Result: 87.