Guided Portfolio Builder
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
Builds, imports, modifies or clones portfolios after the advisor confirms the holdings and write action. Use when asked to build from tickers or weights, create a portfolio from a statement, start from a model or saved portfolio, create a comparison portfolio, or explore a specific what-if variation. Skip when the portfolio already exists and the advisor is only asking for review or analysis.
- 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-portfolio-builder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
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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
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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
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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 Benchmark Selection
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引導顧問選擇或確認投資組合基準，再進行分析。
Ac360 Capability Router
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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
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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
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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
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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
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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
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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
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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。