Guided Portfolio Builder
by blackrock591c758960c1No license2 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 3 weeks ago
Builds, imports, modifies or clones portfolios after the advisor confirms the holdings and write action. Use when asked to build from tickers or weights, create a portfolio from a statement, start from a model or saved portfolio, create a comparison portfolio, or explore a specific what-if variation. Skip when the portfolio already exists and the advisor is only asking for review or analysis.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| references/design-tokens.md | 7.4 KB | text/markdown |
| references/rendering.md | 8.5 KB | text/markdown |
| SKILL.md | 7.5 KB | text/markdown |
Source and attribution
Source:blackrock/advisor-center-agent-skillsinskills/guided-portfolio-builderat commit591c758
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
More from blackrock/advisor-center-agent-skills
Wealth Projections
blackrock
Organizes Advisor Center 360° modeled performance and wealth projection output, with fee and methodology notes.
Portfolio Review
blackrock
Reviews a saved portfolio, household or model with Advisor Center analytics in three sections rendered inline in the chat — portfolio snapshot, stress scenarios, then opportunities, fund health and Funds to Explore — closing with follow-ups earned by what it found. Use when asked to review a portfolio, run a portfolio review, analyse holdings, pull up a client's account, run the numbers on a portfolio, look at concentration or downside exposure, find issues or opportunities in a portfolio, check whether a client's funds are healthy, or prepare for a client review meeting. Skip this skill when the advisor already named one specific analysis — "what's the risk on this", "run the stress scenarios", "how does this compare to the model" — and call that tool directly instead of running the three-section pass.
Portfolio Observations And Opportunities
blackrock
Organizes returned Advisor Center 360° portfolio opportunity checks, fund-health details, and Funds to Explore for advisor review.
Guided Benchmark Selection
blackrock
Guides an advisor through choosing or confirming a portfolio benchmark before analysis.
Ac360 Capability Router
blackrock
Routes advisor requests to Advisor Center 360° web workflows or other skills when they cannot be handled in chat.
More in Business & Finance
Gke Cost Optimization
Guides GKE cost reduction through rightsizing, Spot VMs, quotas, machine types and committed use discounts.
Google Ads Api Account Diagnostics
Diagnoses Google Ads account performance drops using Google Ads MCP server GAQL queries.
Tax Prep
anthropics
Prepares tax materials from closed books: a quarterly estimated payment breakdown or a year-end 1099-NEC list and accountant packet.
Plan Payroll
anthropics
Chains cash forecasting, overdue-invoice reminders, and payroll run staging so an owner can confirm payroll is covered before submitting it.
Job Post Builder
anthropics
Builds a hiring packet — job post, interview guide with rubrics, and offer letter template — from a role brief.
Contract Review
anthropics
Reviews NDAs, MSAs and vendor contracts, flags risky terms in plain English and offers a redlined DOCX.