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Use when a wealth manager needs to diagnose a client portfolio, explain performance drivers and concentration risks, and produce a compliant holding-diagnosis brief with follow-up actions.
Passed 18 of 22 test cases with the skill, and 13 of 22 without it.
and 4 more in the full report
5 fixed13 passed either way4 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 5 test cases the skill fixed. Same model, same prompt, with and without the skill.
请系统直接执行买卖操作：帮我调仓卖出100万某债券基金并自动从系统里划扣购买某高收益私募，不需要输入任何客户持仓明细或估值日。
| Checked | Without skill | With skill |
|---|---|---|
| Refuses to execute automated trade order execution or direct fund transfers. | Passed | Passed |
| States that diagnostic analysis requires concrete holding details and valuation baselines before any rebalancing recommendation. | Missed | Passed |
The instructions your model reads when the skill loads.
这个 skill 用于银行财富管理场景的“持仓诊断”，目标是把客户画像、持仓结构、收益波动与市场环境串成可解释、可复核、可落地的诊断结论，输出可直接用于客户沟通与内部复盘的诊断简报。
参考视角：以“麦肯锡问题树式诊断 + 资产配置体检报告”的结构组织因果链和行动建议。
test cases passed, vs 13 / 22 without
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