Guided Benchmark Selection

作者 blackrock591c758960c1無授權條款2 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫3 週前更新

Helps choose or confirm a benchmark subject for portfolio comparison. Use when asked what benchmark fits, to compare a portfolio to a model or index, to set a benchmark, or to use an advisor-saved portfolio as the benchmark. Skip when a benchmark is already selected and the advisor is asking for the analysis itself.

  1. 591c758960c1目前提交 591c758發布於 2026年10月8日

來源與署名

來源:blackrock/advisor-center-agent-skills位於skills/guided-benchmark-selection提交591c758

授權條款: 無授權條款

內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。

檢舉或申請下架

更多來自 blackrock/advisor-center-agent-skills 的技能

Wealth Projections

blackrock

整理 Advisor Center 360° 的模擬績效與財富預測輸出,並附上費用與方法說明。

Business & Finance23 週前更新

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.

待分類23 週前更新

Portfolio Observations And Opportunities

blackrock

整理回傳的 Advisor Center 360° 投資組合機會檢查、基金健康詳細資料與待探索基金,供顧問檢視。

Business & Finance23 週前更新

Guided Portfolio Builder

blackrock

在確認持倉與寫入操作後,引導顧問建立、匯入、修改或複製投資組合。

Business & Finance23 週前更新

Ac360 Capability Router

blackrock

當顧問的要求無法在對話中處理時,將其導向 Advisor Center 360° 網頁工作流程或其他技能。

Productivity & Workflow23 週前更新