portfolio-review
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.
Install
With your agent
Install OMGSkills skill "blackrock/advisor-center-agent-skills:skills/portfolio-review" 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-review ~/.claude/skills/portfolio-reviewFrom README
Portfolio Review Render the three numbered sections inline in the conversation, one pass — mechanism per references/design-tokens.md § Mechanism and output anatomy per references/rendering.md. Do not render into a document, canvas, webpage, side panel, file, or download. Sequence — call, write, then call. Each section is written in full, visual and prose, before the next tool call is issued. Never batch the calls and write afterwards. The two step-3 calls run together; nothing else runs in parallel. One visual per section, never one for the whole review. Scope check first. If the advisor named one specific analysis, call that tool and stop. This skill is for the open-ended ask — "review this", "run the numbers", "pull up their account". If no saved portfolio, household, model, pasted holdings or resolvable subject exists, route to guided-portfolio-builder or the appropriate lookup path before reviewing. Never make the advisor name a tool or a field.
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