
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.
- 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。
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。

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.

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。

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。

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。
更多Business & Finance技能

Tax Prep
anthropics
根據已結帳的帳目準備稅務資料:季度預估繳稅明細,或年終 1099-NEC 清單與會計師資料包。

Plan Payroll
anthropics
串接現金流預測、逾期發票催款與薪資發放準備,讓業主在提交前確認薪資是否付得出來。

Job Post Builder
anthropics
依職缺需求產出招募文件包:職缺公告、面試指南與評分表,以及錄取通知書範本。

Contract Review
anthropics
審閱保密協議、主服務協議與供應商合約,以白話標出風險條款,並可匯出含修訂標記的 DOCX。

Close Month
anthropics
執行月末結帳鏈:核對總帳、更新現金流預測,然後發布結帳資料包。

Business Pulse
anthropics
為中小企業主產出一頁式跨職能業務快照,整合已連接的財務、銷售、管道、行事曆與收件匣工具資料。