Portfolio Observations And Opportunities
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
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.
- 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/portfolio-observations-and-opportunities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.
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。
Guided Benchmark Selection
blackrock
引導顧問選擇或確認投資組合基準，再進行分析。
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
Gke Cost Optimization
指導透過資源調校、Spot VM、配額、機型與承諾使用折扣來降低 GKE 成本。
Google Ads Api Account Diagnostics
使用 Google Ads MCP 伺服器的 GAQL 查詢，診斷 Google Ads 帳戶成效下滑問題。
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。