القائمة
Write a portfolio update or periodic review for a client. Use this skill when asked to produce a quarterly update, performance summary, or holdings review.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Use when adapting the langsmith-guided-tour repo for a specific industry or domain-specific use case — triggered by "create a [domain] version of this repo", "customize this for [vertical] POC", "make a [use case] variant of the workshop", or working in a fresh clone of the langsmith-guided-tour template with intent to specialize the example agent and all eight notebook modules at once. Not for single-module edits.
Write a structured pre-meeting brief for a relationship manager. Use this skill when asked to prep a client meeting, summarize a client's situation, or produce a meeting prep document.
| name | portfolio-update |
| description | Write a portfolio update or periodic review for a client. Use this skill when asked to produce a quarterly update, performance summary, or holdings review. |
