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.
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Read https://sourceweft.com/skills/gh-blackrock-advisor-center-agent-skills-guided-portfolio-builder/install.md and install the skill it describes. Before installing, show me its source, license and whether it ships scripts, and wait for my OK. Ask me before changing anything else on my machine.Install it yourself from a terminal
For Claude Code, Codex, Cursor and other local agents. The SourceWeft CLI fetches the skill from its source repository at the commit scanned here, and verifies every file against the hashes recorded when the skill was scanned. If anything differs, nothing is written.
npx @sourceweft/cli skills install gh-blackrock-advisor-center-agent-skills-guided-portfolio-builderAdd --agent claude-code, codex, cursor or universal to choose which agent gets it (Claude Code by default).
Upstream installer — not verified by SourceWeft
The open-source skills installer fetches the same pinned commit, but does not check the files against the hashes SourceWeft recorded.
npx skills add https://github.com/blackrock/advisor-center-agent-skills/tree/591c758960c18c26fe8342ddb8ad3ba4dcfac6fe/skills/guided-portfolio-builderSource 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.
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