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.
- 591c758960c1Currentcommit 591c758Published Oct 8, 2026
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