{ "listing": { "skills": [ { "path": "skills/ac360-capability-router/SKILL.md", "name": "ac360-capability-router", "description": "Routes Advisor Center workflow requests that belong in the web experience or cannot be completed by another loaded skill or direct tool. Use when asked to open the tax evaluator, run a tax analysis, run income projections, import a book of business, import client accounts, analyze imported accounts, enroll or service a Separately Managed Account (SMA) or My Managed Accounts (MMA) account, get documentation, access a report workflow, or continue a known Advisor Center workflow unavailable in this chat. Skip when another skill or tool can directly complete the request.", "files": { "skills/ac360-capability-router/SKILL.md": "34fcd9e1b5f2405fc1a1ebda68ec024d8659faa2c331e80eee95a317211f0dba", "skills/ac360-capability-router/references/design-tokens.md": "87e266640b776807fa7e29e97d1d67a2ba5982bc0a179f862039791acffc7c02", "skills/ac360-capability-router/references/rendering.md": "58110e53bac42229fd5e19e065819f180a9b073b94a1b6b4cbebf952fff9a501" } }, { "path": "skills/guided-benchmark-selection/SKILL.md", "name": "guided-benchmark-selection", "description": "Helps choose or confirm a benchmark subject for portfolio comparison. Use when asked what benchmark fits, to compare a portfolio to a model or index, to set a benchmark, or to use an advisor-saved portfolio as the benchmark. Skip when a benchmark is already selected and the advisor is asking for the analysis itself.", "files": { "skills/guided-benchmark-selection/SKILL.md": "2d7f642e7e57d9f3102151c0a348bccb702fe87db668702d8895de89988b048d", "skills/guided-benchmark-selection/references/design-tokens.md": "87e266640b776807fa7e29e97d1d67a2ba5982bc0a179f862039791acffc7c02", "skills/guided-benchmark-selection/references/rendering.md": "0c0342693e0097db708158017a88159a7979ecef82f2bcecc1441a503e8b4401" } }, { "path": "skills/guided-portfolio-builder/SKILL.md", "name": "guided-portfolio-builder", "description": "Builds, imports, modifies or clones portfolios after the advisor confirms the holdings and write action. Use when asked to build from tickers or weights, create a portfolio from a statement, start from a model or saved portfolio, create a comparison portfolio, or explore a specific what-if variation. Skip when the portfolio already exists and the advisor is only asking for review or analysis.", "files": { "skills/guided-portfolio-builder/SKILL.md": "0613990b73c499b08fc011f7b0a20d6e940c5e18a68fa035f3f161dbc1fbc6a5", "skills/guided-portfolio-builder/references/design-tokens.md": "87e266640b776807fa7e29e97d1d67a2ba5982bc0a179f862039791acffc7c02", "skills/guided-portfolio-builder/references/rendering.md": "3e996e52b956030694ba34693e6d6f3b8bff9f9f44987c14318e439fbf5e7b71" } }, { "path": "skills/portfolio-observations-and-opportunities/SKILL.md", "name": "portfolio-observations-and-opportunities", "description": "Reviews returned portfolio opportunity checks, fund-health details, Funds to Explore, and approved follow-up links. Use when asked to show opportunities, explain why a fund is flagged, open fund details, show fund health, list clear checks, find Funds to Explore, or identify the next path from an opportunity. Skip when the advisor asks for a broad portfolio review before narrowing to opportunities.", "files": { "skills/portfolio-observations-and-opportunities/SKILL.md": "34430210f2a385fcf9766d7362d101723a341222e4d446c525b4c0c664dc2c2f", "skills/portfolio-observations-and-opportunities/references/design-tokens.md": "f75c6a14dc93282b53be6f5c995b7426039f3b624d937c7474587e05ffc9751d", "skills/portfolio-observations-and-opportunities/references/rendering.md": "c04b0dca127d7fbda3ad5adc3809a6a153b1ca0dd4423dabb067e7743592aba5" } }, { "path": "skills/portfolio-review/SKILL.md", "name": "portfolio-review", "description": "Reviews a saved portfolio, household or model with Advisor Center analytics in three sections rendered inline in the chat — portfolio snapshot, stress scenarios, then opportunities, fund health and Funds to Explore — closing with follow-ups earned by what it found. Use when asked to review a portfolio, run a portfolio review, analyse holdings, pull up a client's account, run the numbers on a portfolio, look at concentration or downside exposure, find issues or opportunities in a portfolio, check whether a client's funds are healthy, or prepare for a client review meeting. Skip this skill when the advisor already named one specific analysis — \"what's the risk on this\", \"run the stress scenarios\", \"how does this compare to the model\" — and call that tool directly instead of running the three-section pass.", "files": { "skills/portfolio-review/SKILL.md": "92e33ee5afd88c7f35c75be297eef92d8ba5d166f92b0162dfb6168a6d6973b9", "skills/portfolio-review/references/design-tokens.md": "e89d1d8acda16f85d47966515c1105bfd278b9c4fe0bb855bc96b466d900c710", "skills/portfolio-review/references/rendering.md": "1a6165a4b1290235a6bd59c88eb737bb9e2fd1c909cce2d6276b2e1adace3848" } }, { "path": "skills/wealth-projections/SKILL.md", "name": "wealth-projections", "description": "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.", "files": { "skills/wealth-projections/SKILL.md": "561e5fa972cc25bbe72c2cd741b3af1f4a78f30ce1b70b554b34509bd5a9f08e", "skills/wealth-projections/references/design-tokens.md": "87e266640b776807fa7e29e97d1d67a2ba5982bc0a179f862039791acffc7c02", "skills/wealth-projections/references/rendering.md": "e512fbd9fa2e13855815f4fde27a44485d059397b33ac9cc48f45f2460a19336" } } ], "hooks": [], "executions": [] } }