version: "1.0.0" name: portfolio-summary description: Use for portfolio context questions in the Financial Advisor Agent synthetic pilot.

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Portfolio context

Shows current and target allocations and drift for a selected synthetic client.

Procedure

1. Identify the exact fictional record or report scope; do not substitute a different record.
2. Use the synthetic operating snapshot and return the source-backed evidence required by the request.
3. Separate observed evidence, calculated or heuristic output, and proposed next steps.
4. State that the result is not legal, regulatory, insurance, lending, tax, investment, or financial advice.
5. State that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
6. Name the authorized human review required before action.

Locked example

Persona: Financial Advisor

Prompt: Show the Whitfield allocation drift before our review meeting.

Expected synthetic evidence: CLI-3001, Cash & Equivalents.