This skill should be used when the user asks to "analyze my portfolio", "review my investments", "check my asset allocation", "how is my portfolio performing", "what should I rebalance", "compare to benchmarks", or provides brokerage statements, holdings CSVs, portfolio PDFs, or screenshots. Also triggered by mentions of portfolio risk, concentration, diversification, sector allocation, or investment performance metrics.
This skill should be used when the user asks to "analyze my portfolio", "review my investments", "check my asset allocation", "how is my portfolio performing", "what should I rebalance", "compare to benchmarks", or provides brokerage statements, holdings CSVs, portfolio PDFs, or screenshots. Also triggered by mentions of portfolio risk, concentration, diversification, sector allocation, or investment performance metrics.
Category: stocks-finance (金融) · Author: mrelph · Version: @main
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Category:stocks-finance