# guided-portfolio-builder

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

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.

## 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-portfolio-builder ~/.claude/skills/guided-portfolio-builder
```

## From README

Guided Portfolio Builder Operating role Use this skill to organize draft holdings, resolved security identifiers, source portfolios or models, write confirmations, and saved portfolio results so the advisor can build, import, modify, clone, or save a portfolio. Context Portfolio creation starts with confirming every security and weight. This skill confirms the full security list with the advisor before creating a portfolio. Analysis belongs in the analysis skills. If the advisor asks to build and analyze, complete the build or variation first, then hand off to portfolio-review. The generated output is not a BlackRock-authored conclusion. Advisor Center 360° provides data, analytics, links, and returned ideas; the assistant organizes those results; the advisor decides what matters and what, if anything, to do next. Inline rendering Render resolved holdings, unresolved items, write confirmations, and variation comparisons inline in the conversation as each workflow step completes.

## Links

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

## More from this repo

- [ac360-capability-router](https://omgskills.com/library/blackrock/advisor-center-agent-skills/skills/ac360-capability-router/index.md) — Routes Advisor Center workflow requests that belong in the web experience or cannot be completed by another loaded...
   - [@blackrock](https://omgskills.com/library/blackrock/index.md) · 2 stars
- [guided-benchmark-selection](https://omgskills.com/library/blackrock/advisor-center-agent-skills/skills/guided-benchmark-selection/index.md) — Helps choose or confirm a benchmark subject for portfolio comparison.
   - [@blackrock](https://omgskills.com/library/blackrock/index.md) · 2 stars
- [portfolio-observations-and-opportunities](https://omgskills.com/library/blackrock/advisor-center-agent-skills/skills/portfolio-observations-and-opportunities/index.md) — Reviews returned portfolio opportunity checks, fund-health details, Funds to Explore, and approved follow-up links.
   - [@blackrock](https://omgskills.com/library/blackrock/index.md) · 2 stars