# wealth-projections

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

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

```sh
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-projections
```

## From 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.

## Links

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

## More from this repo

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- [guided-portfolio-builder](https://omgskills.com/library/blackrock/advisor-center-agent-skills/skills/guided-portfolio-builder/index.md) — Builds, imports, modifies or clones portfolios after the advisor confirms the holdings and write action.
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