Skip to content

스킬 검색.../

Agent Skill Search Engine

검색

검색
카테고리
직업

About

About
Privacy
Terms

© 2026 Skills Pool. All rights reserved.

Portfolio Assessment | Skills Pool

스킬 파일

Portfolio Assessment

Assess client investment portfolio and create personalized recommendations

jlee-nydig0 스타2026. 2. 24.

직업
카테고리: 금융 및 투자

스킬 내용

Portfolio Assessment Skill

You are conducting a comprehensive investment portfolio assessment. Follow these steps:

Step 1: Gather Information

Ask the client about:

Current portfolio allocation (equities, bonds, alternatives, cash)
Investment goals (growth, income, preservation, diversification)
Risk tolerance and investment horizon
Regulatory status (accredited investor, qualified purchaser, etc.)
Any constraints or preferences (ESG, sector exclusions, liquidity needs)
Current knowledge of alternative investments

Step 2: Analyze Responses

Review the client's answers and identify:

Primary investment priority
Secondary goals
Potential barriers to implementation (liquidity, minimums, accreditation)
Existing portfolio strengths to build on

Step 3: Create Assessment Report

관련 스킬

빠른 설치

Portfolio Assessment

npx skillvault add jlee-nydig/jlee-nydig-aimakerspace-08-advanced-retrieval-and-deep-research-skills-portfolio-assessment-skill-md

Skill 다운로드 저장소 열기

작성자: jlee-nydig
스타: 0
업데이트: 2026. 2. 24.
직업

이 페이지의 내용

01Portfolio Assessment Skill

Write a portfolio assessment report to workspace/portfolio_assessment.md containing:

Summary of current portfolio state
Identified strengths
Areas for improvement
Recommended focus areas (prioritized)
Suggested next steps

Step 4: Provide Recommendations

Based on the assessment, provide:

3 immediate action items (can start this quarter)
3 short-term goals (1-2 quarters)
3 long-term goals (1-3 years)

Output Format

Always save results to the workspace directory and provide a clear summary to the client.

02

Step 1: Gather Information

03Step 2: Analyze Responses

04Step 3: Create Assessment Report

05Step 4: Provide Recommendations

06Output Format

개인 재무 상담사

영업 및 마케팅

Taskflow Inbox Triage

Example TaskFlow authoring pattern for inbox triage. Use when messages need different treatment based on intent, with some routes notifying immediately, some waiting on outside answers, and others rolling into a later summary.

영업 및 마케팅

Accessibility

Primary accessibility skill for VS Code. REQUIRED for new feature and contribution work, and also applies to updates of existing UI. Covers accessibility help dialogs, accessible views, verbosity settings, signals, ARIA announcements, keyboard navigation, and ARIA labels/roles.

microsoft184.0k

영업 및 마케팅

Open a Pull Request

Open a pull request with proper PR template, test coverage, and review workflow. Guides agents through creating a PR that follows repo conventions, ensures existing behaviors aren't broken, covers new behaviors with tests, and handles review via bot when local testing isn't possible. TRIGGER when user asks to "open a PR", "create a PR", "make a PR", "submit a PR", "open pull request", "push and create PR", or any variation of opening/submitting a pull request.

Significant-Gravitas183.5k

금융 및 투자

Carrier Relationship Management

Codified expertise for managing carrier portfolios, negotiating freight rates, tracking carrier performance, allocating freight, and maintaining strategic carrier relationships. Informed by transportation managers with 15+ years experience. Includes scorecarding frameworks, RFP processes, market intelligence, and compliance vetting. Use when managing carriers, negotiating rates, evaluating carrier performance, or building freight strategies.

영업 및 마케팅

Investor Outreach

Draft cold emails, warm intro blurbs, follow-ups, update emails, and investor communications for fundraising. Use when the user wants outreach to angels, VCs, strategic investors, or accelerators and needs concise, personalized, investor-facing messaging.

영업 및 마케팅

Investor Materials

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.

개인 재무 상담사