china-portfolio-rebalance

Purpose

Perform A股投资组合再平衡 — analyze allocation drift, generate rebalancing recommendations, and optimize trade execution.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

get_quote(ticker)                     → Current prices for holdings
get_historical_data(ticker)           → Tax lot / cost basis context

Secondary Sources

• Portfolio management system
• Wind / Choice — market data
• Tax rules — A-share tax treatment