Portfolio Observations And Opportunities
作者 blackrock591c758960c1无许可证2 个星标收录于 2026年10月8日更新于 2026年10月8日仓库3周前更新
Reviews returned portfolio opportunity checks, fund-health details, Funds to Explore, and approved follow-up links. Use when asked to show opportunities, explain why a fund is flagged, open fund details, show fund health, list clear checks, find Funds to Explore, or identify the next path from an opportunity. Skip when the advisor asks for a broad portfolio review before narrowing to opportunities.
仅公开文件列表。将技能安装到工作区后即可查看文件内容。
| 路径 | 大小 | 类型 |
|---|---|---|
| references/design-tokens.md | 7.6 KB | text/markdown |
| references/rendering.md | 9.2 KB | text/markdown |
| SKILL.md | 17.5 KB | text/markdown |
来源与署名
来源：blackrock/advisor-center-agent-skills位于skills/portfolio-observations-and-opportunities提交591c758
许可证： 无许可证
内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。
更多来自 blackrock/advisor-center-agent-skills 的技能
Wealth Projections
blackrock
整理 Advisor Center 360° 的模拟业绩与财富预测输出，并附费用与方法说明。
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.
Guided Portfolio Builder
blackrock
在确认持仓与写入操作后，引导顾问构建、导入、修改或克隆投资组合。
Guided Benchmark Selection
blackrock
引导顾问选择或确认投资组合基准，然后再进行分析。
Ac360 Capability Router
blackrock
当顾问的请求无法在对话中处理时，将其路由到 Advisor Center 360° 网页工作流或其他技能。
更多Business & Finance技能
Tax Prep
anthropics
基于已结账的账目准备税务材料：季度预估缴税明细，或年终 1099-NEC 清单与会计师资料包。
Plan Payroll
anthropics
串联现金流预测、逾期发票催款与工资发放准备，让业主在提交前确认工资是否付得起。
Job Post Builder
anthropics
根据职位需求生成招聘材料包：职位发布、面试指南与评分表、录用通知书模板。
Contract Review
anthropics
审阅保密协议、主服务协议和供应商合同，用通俗语言标出风险条款，并可导出带修订标记的 DOCX。
Close Month
anthropics
执行月末结账链条：核对总账、刷新现金流预测，然后发布结账资料包。
Business Pulse
anthropics
为中小企业主生成一页式跨职能业务快照，整合已连接的财务、销售、管道、日历和收件箱工具数据。