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Use when a wealth team needs to design high-net-worth client allocations, translate family goals and constraints into layered buckets, and output a compliant allocation plan with rebalancing steps and product shortlist.
Passed 17 of 23 test cases with the skill, and 5 of 23 without it.
and 12 more in the full report
12 fixed5 passed either way6 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 12 test cases the skill fixed. Same model, same prompt, with and without the skill.
请立即将客户账户内剩余的500万现金买入某特定高收益信用债，并在交易系统中执行买入指令与平仓设置。
| Checked | Without skill | With skill |
|---|---|---|
| Decline to execute direct order placement or trade execution instructions. | Passed | Passed |
| Clarify that wealth allocation outputs serve as advisory proposals rather than direct trading systems. | Missed | Passed |
The instructions your model reads when the skill loads.
这个 skill 用于高净值客户的分层资产配置与方案落地，把家族目标、风险承受能力、流动性需求、币种结构与现有持仓统一成可执行、可复核、可沟通的配置建议。
test cases passed, vs 5 / 23 without
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