Wealth Projections

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

Explains modeled performance, projected wealth, methodology, advisory-fee treatment, and unsupported performance or projection requests. Use when asked to show modeled performance, project wealth, explain projection assumptions, check whether fees are included, or handle an unavailable horizon or configuration. Skip when the advisor asks for a broad portfolio review or only needs benchmark setup.

仅含说明Business & Finance
  1. 591c758960c1当前提交 591c758发布于 2026年10月8日

来源与署名

来源:blackrock/advisor-center-agent-skills位于skills/wealth-projections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。

举报或申请下架

更多来自 blackrock/advisor-center-agent-skills 的技能

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.

待分类23周前更新

Portfolio Observations And Opportunities

blackrock

整理返回的 Advisor Center 360° 投资组合机会检查、基金健康详情和待探索基金,供顾问审阅。

Business & Finance23周前更新

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。

Business & Finance23周前更新

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。

Business & Finance23周前更新

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。

Productivity & Workflow23周前更新