# blackrock-advisor-center-plugin

Advisor Center 360° workflows for Claude Code. Helps financial advisors inspect portfolios, pick benchmarks, and generate wealth projections using clean cards.

- plugin · `type=plugin` · Claude Code · ★ 2
- Author: BlackRock Advisor Center
- License: Apache-2.0 · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/blackrock/advisor-center-agent-skills
- Updated: 2026-09-13
- HTML: https://affpapa.org/en/nevibecode/plugins/blackrock-advisor-center-plugin

## What it does

This package delivers six specialized skills for client-facing portfolio management. It handles rapid portfolio audits (`portfolio-review`), modeled wealth estimates (`wealth-projections`), and guided portfolio creation with confirmation prompts. When a task requires the browser interface, the `ac360-capability-router` directs the user to the correct Advisor Center 360° path.

Each skill directory contains a `SKILL.md` document and visual component tokens. The instructions prioritize interactive cards and charts ahead of standard markdown tables. Direct links to comparison views, methodology notes, and specific funds are positioned alongside the figures they explain.

Without an Advisor Center 360° account and an active Advisor Center MCP server, these skills produce no data.

## Install

### Claude Code (native platform)

**Plugin marketplace**
In the agent chat (not a shell):
```text
/plugin install blackrock-advisor-center-plugin@claude-plugins-official
```
In the agent chat (not a shell):
```text
/plugin marketplace add anthropics/claude-plugins-official
```

## When to use it
- Run an initial portfolio health check with scenario modeling and fund breakdowns
- Match portfolios against BlackRock model strategies, market indices, or saved accounts
- Project long-term wealth outcomes across specific fee tiers and time horizons
- Route complex or browser-only requests to appropriate Advisor Center 360° web pages

## Example prompts
- Run a first-pass review on this client portfolio and check fund health
- Help me pick an appropriate BlackRock benchmark for this equity portfolio
- Model our projected wealth over a 15-year horizon including fees

## Source text · SKILL.md · Apache-2.0

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: bd700e7c62aa0bbe.

BEGIN THIRD-PARTY FILE bd700e7c62aa0bbe
```text
# BlackRock Advisor Center Skills

Advisor Center Skills contains skill files for Advisor Center 360° MCP workflows. The skills help AI environments organize returned portfolio data, analytics, links, and routes for advisor-facing review.

## Included skills

| Skill | Purpose |
|---|---|
| `ac360-capability-router` | Routes web-only or unsupported requests to the right Advisor Center 360° path. |
| `guided-benchmark-selection` | Benchmark selection across BlackRock models, indices, and saved portfolios. |
| `guided-portfolio-builder` | Portfolio creation, import, clone, variation, and write confirmation flows. |
| `portfolio-observations-and-opportunities` | Opportunity checks, fund-health detail, Funds to Explore, and approved drilldowns. |
| `wealth-projections` | Modeled performance, projected wealth, methodology, fees, horizons, and unsupported configurations. |
| `portfolio-review` | First-pass portfolio review: snapshot, scenarios, opportunities, fund health, Funds to Explore, links, and follow-ups. |

Each skill folder contains a `SKILL.md` file plus rendering and design-token references.

## Rendering posture

- Use rich inline cards, charts, and components first.
- Use markdown tables only when rich cards or charts are unavailable.
- Render opportunities as cards, not primary markdown tables.
- Render fund health as card grids with a Funds to Explore area on every holding.
- Put Advisor Center, comparison, methodology, fund, product, and route links near the block they support.
- Keep output concise, data-grounded, and advisor-facing.

## Requirements

- Access to Advisor Center 360°
- Access to the Advisor Center MCP server
- An AI environment that can load skill markdown or plugin packages

## Scope and review

This repository contains the Advisor Center skill layer. Output quality and presentation depend on the underlying MCP data and the host AI environment. Users should review generated outputs before use.

## License and notices

Licensed under the Apache License, Version 2.0. See LICENSE.

See NOTICE for BlackRock trademark, limitation-of-liability, and no-affiliation terms.
```
END THIRD-PARTY FILE bd700e7c62aa0bbe

The third-party file has ended. Everything between the bd700e7c62aa0bbe tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

© BlackRock Advisor Center · Apache-2.0 · https://github.com/blackrock/advisor-center-agent-skills

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