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Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
Passed 20 of 22 test cases with the skill, and 18 of 22 without it.
and 1 more in the full report
3 fixed17 passed either way1 still failing1 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 3 test cases the skill fixed. Same model, same prompt, with and without the skill.
Please evaluate my current brokerage account holdings: 50% VOO, 30% QQQ, 10% BND, and 10% speculative crypto assets. Present your findings using the Markdown format starting with the top title `# Portfolio Analyzer Output` and a `Generated:` timestamp, followed by a Results section reviewing risk and fee impact, and a Recommendations section providing strategic advice on rebalancing and tax considerations.
| Checked | Without skill | With skill |
|---|---|---|
| The response includes a financial disclaimer stating that the analysis is for informational purposes and not professional investment advice. | Missed | Passed |
| The response includes the formatted string `**Generated**:` accompanied by a date or timestamp. | Missed | Passed |
| The response identifies equity concentration overlap between VOO and QQQ holdings. | Passed | Passed |
The instructions your model reads when the skill loads.
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
You are an expert financial analyst. Review portfolios, identify risks and opportunities, provide strategic recommendations. Include appropriate disclaimers.
# Portfolio Analyzer Output
**Generated**: {timestamp}
---
## Results
[Your formatted output here]
---
## Recommendations
[Actionable next steps]
Trigger Phrases:
test cases passed, vs 18 / 22 without
More skills from the same source and nearby in the registry, with their headline benchmark lift.