---
name: rebalance-recommendation
description: Use for rebalancing candidates questions in the Portfolio Rebalancing Agent synthetic pilot.
---
<!-- bic:source=blank -->
# Rebalancing candidates

Prepares nonbinding allocation-change candidates for licensed-advisor review.

## Procedure

1. Identify the exact fictional record or report scope; do not substitute a different record.
2. Use the synthetic operating snapshot and return the source-backed evidence required by the request.
3. Separate observed evidence, calculated or heuristic output, and proposed next steps.
4. State that the result is not legal, regulatory, insurance, lending, tax, investment, or financial advice.
5. State that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
6. Name the authorized human review required before action.

## 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.