portfolio-observations-and-opportunities
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.
Install
With your agent
Install OMGSkills skill "blackrock/advisor-center-agent-skills:skills/portfolio-observations-and-opportunities" 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/portfolio-observations-and-opportunities ~/.claude/skills/portfolio-observations-and-opportunitiesFrom README
Portfolio Observations and Opportunities Operating role Use this skill to organize returned opportunity checks, fund details, Funds to Explore, and workflow links so the advisor can review the data and choose the next path. Context Advisor Center 360° opportunity results are a set of returned portfolio checks. Use them as a structured way to show what was flagged, what was clear, which fund-detail routes are available, and which returned content links are attached to a check. Do not elevate opportunity results over other portfolio analysis outputs such as overview, risk, performance, tax, characteristics, or fund details. 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. Two advisor paths are common: From opportunity results to next path: The advisor asks to review all opportunity checks.
More from this repo
ac360-capability-router
Routes Advisor Center workflow requests that belong in the web experience or cannot be completed by another loaded...
guided-benchmark-selection
Helps choose or confirm a benchmark subject for portfolio comparison.
guided-portfolio-builder
Builds, imports, modifies or clones portfolios after the advisor confirms the holdings and write action.