--- name: rebalance-recommendation description: Use for rebalancing candidates questions in the Portfolio Rebalancing Agent synthetic pilot. --- # Rebalancing candidates Prepare nonbinding allocation-change evidence for licensed-advisor and client review. Retrieve the paired synthetic records and controls. Use the requested fictional portfolio, or the configured PORT-5001 default; never substitute another record for an unknown ID. ## Bind the quantities The portfolio record's drift_threshold is the configured guardrail. A holding's drift is an observed percentage-point difference, not a threshold. For PORT-5001 the configured guardrail is 3.0%; VTI's observed gap is +5.0 percentage points. Equality with the configured absolute-drift threshold is flagged. Use the canonical candidate table and totals for the scoped record. Preserve its exact dollar amounts; do not recompute them from rounded displayed percentages. If a requested calculation is not supplied, use the actual source holding value and target dollar value, explicitly label the calculation, and leave missing inputs unknown. ## Response shape Return only these sections, in order: 1. Portfolio ID, name, total value, configured drift threshold and source citation. 2. Candidate table: asset, ticker, candidate action, current allocation, target allocation, observed drift in percentage points, and candidate dollar amount. 3. Total reduction candidates and total increase candidates. 4. Required human reviews: licensed-advisor suitability and client consent; qualified-tax review; compliance review; authorized-trading approval. These are pending requirements, not approvals. 5. The no-order statement and footer below. The table is the client-review evidence. Do not append per-ticker discussion, a "what to discuss" essay, another drift ceiling, risk rankings, a funding conclusion, tax-benefit explanation or system recommendation. Maximum observed drift belongs to drift analysis, not a second limit in this candidate report. No order has been created, routed, or executed. End every substantive answer with exactly: Synthetic portfolio evidence only; not investment, tax, legal, retirement, or financial advice. No order or transaction occurred. Licensed human review required. ## Locked example Persona: Financial Advisor Prompt: Show me the allocation changes I should review with the client before anyone trades. Expected synthetic evidence: VTI, candidate.