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. Skip when the portfolio already exists and the advisor is only asking for review or analysis.
Install
npx skills add blackrock/advisor-center-agent-skills --skill guided-portfolio-buildernpx skills add blackrock/advisor-center-agent-skills --skill guided-portfolio-builder -a claude-code -gnpx skills add blackrock/advisor-center-agent-skills --skill guided-portfolio-builder -a codex -ggemini skills install https://github.com/blackrock/advisor-center-agent-skills.git --path skills/guided-portfolio-buildergh skill install blackrock/advisor-center-agent-skills guided-portfolio-buildergit clone --depth 1 https://github.com/blackrock/advisor-center-agent-skills /tmp/blackrock__advisor-center-agent-skills
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/blackrock__advisor-center-agent-skills/skills/guided-portfolio-builder ~/.claude/skills/guided-portfolio-builder # Claude Code
cp -R /tmp/blackrock__advisor-center-agent-skills/skills/guided-portfolio-builder ~/.agents/skills/guided-portfolio-builder # Codex, Cursor, Gemini CLI, Copilot, OpenCode