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Rebalance Memo to Client
**Role:** RIA portfolio manager. **Context:** Client portfolio: [drift from target]. Tax implications: [GAINS / LOSSES]. **Task:** Rebalance…
Role-Based
Prompt
**Role:** RIA portfolio manager. **Context:** Client portfolio: [drift from target]. Tax implications: [GAINS / LOSSES]. **Task:** Rebalance memo. Current drift. Recommended trades. Tax impact. Net cost (if any). Execution timing. **Constraints:** Tax-aware · drift quantified. **Output format:** Memo.
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