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Analyze portfolio drift and identify allocation threshold breaches.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "portfolio-analysis" skill from askskill: 1. Download https://raw.githubusercontent.com/microsoft/aibast-agents-library/main/solutions/portfolio-rebalancing/manual/skills/aibast_portfolio-analysis_01/SKILL.md 2. Save it as ~/.claude/skills/aibast_portfolio-analysis_01/SKILL.md 3. Reload skills and tell me it's ready
Based on the provided synthetic record, identify which portfolio is outside the drift guardrails and where the largest allocation gap is.
Return the portfolio ID, the current vs target allocation difference, and the largest deviation item.
Compare the current and target allocations, list all threshold breaches, and sort them by deviation size.
Output each breached item, the deviation magnitude, and whether it triggered the threshold.
Please split the result into three parts: observed evidence, calculated/heuristic output, and proposed next steps, and state clearly that no external action occurred.
Return the answer in sections for evidence, computed results, and next steps, and note that no approval, transaction, or other external action occurred.
A portfolio manager needs to quickly see which portfolios have drifted beyond target allocations. This skill helps pinpoint breaches and the largest gaps.
In a synthetic drill or human review, users may need evidence, computed results, and next steps separated clearly. This skill also states that no external action occurred.
This document describes portfolio drift analysis: comparing current and target allocations to detect threshold breaches. The procedure emphasizes identifying the exact fictional record, using the synthetic snapshot for source-backed evidence, and separating observed evidence, computed results, and proposed next steps. It also requires stating that the result is not professional advice and that no external action occurred.
Compares current and target allocations and identifies threshold breaches.
Persona: Portfolio Manager
Prompt: Which portfolio is outside its drift guardrails, and where is the largest gap?
Expected synthetic evidence: PORT-5001, VTI.
It compares current and target allocations to identify portfolio drift and threshold breaches. It is designed for the Portfolio Rebalancing Agent synthetic pilot.
No. The document requires stating that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
It should separate observed evidence, calculated or heuristic output, and proposed next steps, and state that the result is not investment or financial advice.
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