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Found 3 Skills
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
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.
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".