The problem
Traders hand-tune rebalancer output account by account, and held-away retirement assets and wash-sale risk are easy to miss.
What changes
- Household-level drift visible across all accounts
- Tax-aware trade proposals ready for approval
- Fewer wash-sale and restriction errors
Full specification
The complete specification for Drift Monitoring & Rebalancing Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation