Portfolio Review
by blackrock591c758960c1No license2 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 3 weeks ago
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.
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 | 8.3 KB | text/markdown |
| references/rendering.md | 23.3 KB | text/markdown |
| SKILL.md | 11.8 KB | text/markdown |
Source and attribution
Source:blackrock/advisor-center-agent-skillsinskills/portfolio-reviewat commit591c758
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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