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EXTRACT_DATA

Client Asset Allocation & Performance Overview

使用範本
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