Portfolio Explanation Skill
The Skill that produces a clear, plain-English explanation of what a client's portfolio did last quarter — and why.
Quarterly commentary is generic or missing.
Every client gets a specific, sourced commentary.
What this Skill needs and what it returns
- • Client portfolio
- • Market context
- • House commentary style
- • Commentary draft
- • House commentary style
- • Prior commentaries
- • No forward-looking statement without a signed-off block
- • Adviser edit distance
Wealth Management
skills
Quarterly commentary is generic or missing.
The Skill's job inside your AI-First OS is to make every client gets a specific, sourced commentary.. It reads from the Firm Memory scopes listed above, calls the Model Router with policy-appropriate models, and returns outputs in the firm's own shape — with the guardrails and evals the compliance team can sign.
Ship this Skill
This Skill is one of several we build inside a KJ Capital AI-First OS. Engagements start with a two-week £15k AI Diagnostic. We audit your systems, design the OS across the six layers, and ship the first version of Skills like this one inside the following six to twelve weeks.
FAQ
Is this compliant with financial promotion rules?
Yes — the style guide encodes the constraints.
Ship this Skill inside your firm
Every KJ Capital engagement begins with a two-week £15k AI Diagnostic. We design your AI-First OS end-to-end, cost the build, and name the first three Skills to ship.