---
name: portfolio-update
description: Write a portfolio update or periodic review for a client. Use this skill when asked to produce a quarterly update, performance summary, or holdings review.
---

# Portfolio Update Skill

## Format

- **Header**: Client name, period covered, total AUM
- **Performance Summary**: 1-2 sentences on overall direction without making up specific returns
- **Holdings Review**: For each top holding, 2-3 sentences on what happened during the period and outlook
- **Position Changes**: If applicable, note any changes since the last update
- **Outlook**: 1 paragraph on positioning rationale and what to watch
- **Sources**: Numbered list of citations

## Tone

- Professional and measured
- Avoid speculation about specific future returns
- Acknowledge uncertainty where it exists

## Length

- Ideal: 500-800 words