Asset Allocation
JoelLewis/finance_skills/plugins/wealth-management/skills/asset-allocationby JoelLewis5c498eacf7057e31238c4c5a8012a1afe9ec7c8aNo licenseListed Oct 9, 2026Updated Oct 9, 2026
Determine how to distribute capital across asset classes using strategic and tactical allocation frameworks. Use when the user asks about portfolio allocation, mean-variance optimization, Black-Litterman, risk parity, glide paths, or target-date strategies. Also trigger when users mention 'how much in stocks vs bonds', '60/40 portfolio', 'policy portfolio', 'core-satellite', 'liability-driven investing', 'asset-liability matching', or ask how to split their money across investments.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| scripts/asset_allocation.py | 20.9 KB | text/plain |
| SKILL.md | 10 KB | text/markdown |
Source and attribution
Source:JoelLewis/finance_skillsinplugins/wealth-management/skills/asset-allocationat commit5c498ea
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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