portfolio-update

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Mis à jour26 mai 2026 à 22:38

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.

Installation

Installer avec Codex ou Claude Copiez ce prompt, collez-le dans Codex, Claude ou un autre assistant, puis laissez-le vérifier la page du skill et l'installer pour vous.

Exécuter dans Manus

Source

langchain-samples

langchain-samples/langsmith-guided-tour

Ouvrir le dépôt GitHub Voir les dépôts du créateur

Téléchargement

Exécuter dans Manus

Métiers associésSOC

Basé sur la classification professionnelle SOC

Analystes financiers et en placementsProfessions des affaires et des opérations financières·SOC 13-2051

SKILL.md

readonly

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.

Portfolio Update Skill

Format

Header: Client name, period covered, total AUM
Performance Summary: 1-2 sentences on overall direction without making up specific returns
Holdings Review: For each top holding, 2-3 sentences on what happened during the period and outlook
Position Changes: If applicable, note any changes since the last update
Outlook: 1 paragraph on positioning rationale and what to watch
Sources: Numbered list of citations

Tone

Professional and measured
Avoid speculation about specific future returns
Acknowledge uncertainty where it exists

Length

Ideal: 500-800 words

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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.

Portfolio Update Skill

Format

Header: Client name, period covered, total AUM
Performance Summary: 1-2 sentences on overall direction without making up specific returns
Holdings Review: For each top holding, 2-3 sentences on what happened during the period and outlook
Position Changes: If applicable, note any changes since the last update
Outlook: 1 paragraph on positioning rationale and what to watch
Sources: Numbered list of citations

Tone

Professional and measured
Avoid speculation about specific future returns
Acknowledge uncertainty where it exists

Length

Ideal: 500-800 words