r9-opc-research-portfolio

What problem does it solve?

This Skill eliminates fragmented manual work and inconsistent output quality for wealth advisory teams lacking a standardized workflow for client portfolio analysis, optimization, rebalancing and performance attribution.

Core Features & Use Cases

• Portfolio Diagnosis: Analyze client holdings for asset allocation, risk exposure, concentration levels and alignment with target risk profiles.
• Optimization & Rebalancing: Generate data-driven weight adjustment, holding replacement and rebalancing trade lists based on strategic/tactical asset allocation views and fund screening results.
• Performance Attribution: Decompose portfolio excess returns into asset allocation, industry selection, fund selection and timing effects to identify true alpha sources.
• Use Case: For a high-net-worth client with 30% tech sector concentration, use this Skill to generate a diagnosis report highlighting the overexposure, propose rebalancing trades to reduce tech weight to 15%, and produce a performance attribution report explaining recent outperformance.

Quick Start

Use the r9-opc-research-portfolio skill to generate a full portfolio diagnosis report for the attached client holding file.