claudecodex

blackrock-advisor-center-plugin

面向财务顾问的 BlackRock Advisor Center 360° 技能：投资组合审查、机会与基金健康检查、引导式基准选择、引导式投资组合构建、财富预测，以及跳转至 Advisor Center 网页工作流。需要 BlackRock Advisor Center connector 和 Advisor Center 账户。

2 on GitHubby BlackRock Advisor Centerv0.1.0Apache-2.0updated yesterdayproductivity
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Plugin blackrock-advisor-center-plugin from marketplace kael-odin-plugins-zh in kael-odin/claude-plugins-zh. Commands read from the repo's manifest — today.

What it installs

Skills (6)

  • ac360-capability-router

    Routes Advisor Center workflow requests that belong in the web experience or cannot be completed by another loaded skill or direct tool. Use when asked to open the tax evaluator, run a tax analysis, run income projections, import a book of business, import client accounts, analyze imported accounts,

  • guided-benchmark-selection

    Helps choose or confirm a benchmark subject for portfolio comparison. Use when asked what benchmark fits, to compare a portfolio to a model or index, to set a benchmark, or to use an advisor-saved portfolio as the benchmark. Skip when a benchmark is already selected and the advisor is asking for the

  • guided-portfolio-builder

    Builds, imports, modifies or clones portfolios after the advisor confirms the holdings and write action. Use when asked to build from tickers or weights, create a portfolio from a statement, start from a model or saved portfolio, create a comparison portfolio, or explore a specific what-if variation

  • portfolio-observations-and-opportunities

    Reviews returned portfolio opportunity checks, fund-health details, Funds to Explore, and approved follow-up links. Use when asked to show opportunities, explain why a fund is flagged, open fund details, show fund health, list clear checks, find Funds to Explore, or identify the next path from an op

  • portfolio-review

    Reviews a saved portfolio, household or model with Advisor Center analytics in three sections rendered inline in the chat — portfolio snapshot, stress scenarios, then opportunities, fund health and Funds to Explore — closing with follow-ups earned by what it found. Use when asked to review a portfol

  • wealth-projections

    Explains modeled performance, projected wealth, methodology, advisory-fee treatment, and unsupported performance or projection requests. Use when asked to show modeled performance, project wealth, explain projection assumptions, check whether fees are included, or handle an unavailable horizon or co

MCP servers (1)

  • blackrock-advisor-center

    connects to: https://ac360-mcp.blackrock.com/mcp

View source on GitHub kael-odin.github.io

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