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Found 3 Skills
Compute and compare investment return metrics including TWR, MWR/IRR, CAGR, and annualized returns. Use when the user asks about portfolio performance calculation, comparing manager returns, linking sub-period returns, understanding why different return methods give different numbers, or converting returns across time periods. Also trigger when users mention 'how much did I make', 'annual return', 'compound growth', 'dollar-weighted vs time-weighted', 'what was my rate of return', 'geometric vs arithmetic mean', 'log returns', or ask about the effect of cash flows on reported returns.
Ensure investment firms satisfy CFA Institute GIPS requirements for composite construction, performance calculation, presentation, and verification. Use when the user asks about building composites, time-weighted return calculation, GIPS-compliant presentations, error correction policies, pooled fund reporting, wrap fee or SMA program performance, or GIPS advertising guidelines. Also trigger when users mention 'claiming GIPS compliance', 'composite membership rules', 'terminated portfolio returns', 'gross vs net of fees under GIPS', 'GIPS verification findings', 'can we show this track record to prospects', or ask whether a firm's performance reporting meets GIPS standards.
Account-level profit and loss analysis via Longbridge Securities — simple return, time-weighted return (TWR), per-symbol P&L breakdown, and P&L by market. Supports custom date ranges. More focused on performance attribution than longbridge-portfolio. Requires login. Triggers: "盈亏分析", "账户盈亏", "时间加权收益", "TWR", "投资回报率", "持仓盈亏", "分市场盈亏", "业绩分析", "收益率分析", "盈虧分析", "賬戶盈虧", "時間加權收益", "投資回報率", "持倉盈虧", "profit analysis", "P&L analysis", "time-weighted return", "TWR", "account performance", "holding P&L", "profit by market", "investment return analysis", "我账户赚了多少", "我的亏损", "我賺了多少", "我的虧損".