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quick-etf-check

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Monitor

Reviews ETF portfolio weight drift against target allocation and recommends buy-only contribution priorities. TRIGGER when: ETF allocation checks, buy-only rebalance, deploying new cash, or drift review. DO NOT USE when: single-stock analysis, options trading, or company financial-statement valuation.

小黑

VersionV3

Installs9Runs1

How it works

Quick ETF Check

Quickly review ETF portfolio drift against target allocation and decide where the next contribution should go.

Related Skills

SkillPurpose
This skillPortfolio weights, drift, contribution allocation
analyzing-financial-statementsCompany financials, valuation ratios

Required Inputs

Confirm these fields before analysis. If any are missing, ask first — do not report precise drift numbers:

FieldRequiredNotes
ETF market valuesYesOr shares × price per holding
Target allocationYes*User-provided, or allocation-framework.md
New cash to deployYes for buy planAmount and currency
ConstraintsOptionalDo-not-buy list, per-ETF max weight, minimum buy size

* If the user provides no targets and does not ask for the default framework, ask first — never invent targets.

Definitions

  • Total assets (denominator) = sum of all ETF holding market values. Cash is excluded unless the user explicitly treats cash as "undeployed allocation" and says so.
  • Current weight = holding_value / total_assets × 100%
  • Drift (drift_pp) = current_weight% − target_weight% (positive = overweight, negative = underweight)
  • Underweight gap (underweight_gap) = max(0, target_weight% − current_weight%)

Cross-Market

  • Combine holdings across markets and currencies for total weights unless the user requests a per-market or per-currency review.
  • Multi-currency: prefer a single base currency the user pr*

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