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EXTRACT_DATA
Client Asset Allocation & Performance Overview

Description
A table-first portfolio review template with built-in visual cues for faster understanding.
Input Settings
Action: extract_dataDeep Think: falseWeb Search: Disable
Recommended Prompt
Create a clean, well-formatted table to review client asset allocation and performance. Include columns: - Client ID - Client Tier - Risk Profile - Region - Asset Class - Asset Name - Invested Amount (USD) - Current Value (USD) - Unrealized P&L (USD) Sort the table by Current Value (USD) in descending order. Highlight negative Unrealized P&L values. Add light visual support: - A simple summary chart showing asset allocation by Asset Class - Keep the table as the primary focus The goal is to help wealth advisors quickly understand portfolio structure and performance.
Sample Datasets
wealth_asset_management_dataset.csv
296.55 KB
