| name | performance-attribution |
| description | Use for performance context questions in the Wealth Insights Generator Agent synthetic pilot. |
Performance context
Compares synthetic portfolio performance with fixed strategy benchmarks.
Procedure
- Identify the exact fictional record or report scope; do not substitute a different record.
- Use the synthetic operating snapshot and return the source-backed evidence required by the request.
- Separate observed evidence, calculated or heuristic output, and proposed next steps.
- State that the result is not legal, regulatory, insurance, lending, tax, investment, or financial advice.
- State that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
- Name the authorized human review required before action.
Locked example
Persona: Portfolio Strategist
Prompt: Which synthetic client is below its benchmark, and what does the attribution label say?
Expected synthetic evidence: Tidewater Ventures, Underperformance.