wealth-projections
Explains modeled performance, projected wealth, methodology, advisory-fee treatment, and unsupported performance or projection requests. Use when asked to show modeled performance, project wealth, explain projection assumptions, check whether fees are included, or handle an unavailable horizon or configuration. Skip when the advisor asks for a broad portfolio review or only needs benchmark setup.
Install
With your agent
Install OMGSkills skill "blackrock/advisor-center-agent-skills:skills/wealth-projections" 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/wealth-projections ~/.claude/skills/wealth-projectionsFrom README
Wealth Projections Operating role Use this skill to organize returned Advisor Center 360° performance data, projection data, assumptions, links, and workflow routes so the advisor can review the modeled output. Context Performance and projection outputs require clear labeling. Modeled performance from current holdings is not the client's realized track record. Wealth projections are modeled outcomes based on assumptions, not guarantees. Advisory-fee assumptions can affect interpretation, so make them visible every time this skill discusses modeled performance or projected wealth. The generated output is not a BlackRock-authored conclusion. Advisor Center 360° provides data, analytics, links, methodology fields, and workflow routes; the assistant organizes those results; the advisor decides what matters and what, if anything, to do next.
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