Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Portfolio management systems: models and drift v1.0.0

Use this resource to configure and run a portfolio management system

New

  • 302 downloads
  • 167 likes
  • 228 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install portfolio-management-system-setup

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent helps select and configure the system, define models and drift thresholds, then reconcile with custodians. It also covers billing and data feeds. You get a configuration and reconciliation checks.

Mostly picked by

Updated November 2, 2026

Card for the “Portfolio management systems: models and drift” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

Similar resources

View all

What you get

  • SKILL.md: system architecture, model portfolios and UMA sleeve management
  • SKILL.md: drift, rebalancing, reconciliation and custodian feeds
  • references/platform-details.md: platform comparison and reconciliation detail

Good fit for

  • You are choosing a portfolio management platform
  • Your portfolio drift is not being monitored

Not for

    Tags

    • portfolio management
    • models
    • drift
    • rebalancing
    • custodian

    About

    You say

    “Set the drift thresholds for my models and the rebalancing schedule for my accounts.”

    Card for the “Portfolio management systems: models and drift” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to configure and run a portfolio management system
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/examples.md12.6 KB
    • references/platform-details.md27.2 KB
    • SKILL.md12.8 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/advisory-practice/skills/portfolio-management-systems
    Licence
    MIT

    Notice

    « portfolio-management-systems » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

    User reviews

    –

    No ratings yet

    Loading reviews…

    Delete your review?

    Your rating and comment will be removed from the page.