guided-benchmark-selection
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.
Install
With your agent
Install OMGSkills skill "blackrock/advisor-center-agent-skills:skills/guided-benchmark-selection" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/blackrock/advisor-center-agent-skills /tmp/advisor-center-agent-skills && ln -s /tmp/advisor-center-agent-skills/skills/guided-benchmark-selection ~/.claude/skills/guided-benchmark-selectionFrom README
Guided Benchmark Selection Operating role Use this skill to organize returned Advisor Center 360° benchmark data, comparison candidates, analytics, links, and workflow routes so the advisor can choose the benchmark path. Context A benchmark can come from three places: the BlackRock model shelf, a market index, or an advisor's own saved portfolio used as a custom comparison point. All three are available benchmark types. When the advisor has not said which type they want, ask rather than assuming; each path resolves the benchmark subject differently. The generated output is not a BlackRock-authored conclusion. Advisor Center 360° provides data, analytics, links, and workflow routes; the assistant organizes those results; the advisor decides which benchmark, if any, to use. Inline rendering Render benchmark prompts, candidate shortlists, confirmations, and comparison visuals inline in the conversation as each decision point is reached.
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