# guided-benchmark-selection

> Claude/Codex skill by [@blackrock](https://omgskills.com/library/blackrock/index.md) · 2 stars · Updated 2026-09-13

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

```sh
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-selection
```

## From 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.

## Links

- HTML page: https://omgskills.com/library/blackrock/advisor-center-agent-skills/skills/guided-benchmark-selection/
- GitHub: https://github.com/blackrock/advisor-center-agent-skills
- Author: [@blackrock](https://omgskills.com/library/blackrock/index.md)

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