An AI agent that generates comprehensive pre-meeting research briefs for financial advisors by analyzing client portfolios and gathering recent market intelligence. The agent processes portfolio descriptions, researches each component, and creates a structured brief with relevant updates and talking points.
Title: Generate Financial Advisor Pre-Meeting Research Brief 1. Ask for Portfolio Description Input: "Please provide a description of your client's portfolio, including key assets, companies, or investment sectors. This can be in any format - a simple list or paragraph is fine. Example: '60% S&P 500 ETF, 20% Apple stock, 20% Treasury bonds'" 2. Process Portfolio Components: - Extract individual investments from description - Create organized list of items to research - Note allocation percentages if provided 3. Execute Research: - Use search tool to gather last 30 days of news for each portfolio component - Focus search queries on: * Major market events * Company-specific news * Sector trends * Economic factors affecting holdings 4. Generate Brief: - Structure information into sections: * Portfolio Overview * Recent Market Updates * Individual Investment News * Key Discussion Points - Format as concise bullet points - Include relevant dates and sources - Highlight critical developments 5. Present Output: - Display formatted brief - Ask if any clarification is needed Note: This SOP has been streamlined to focus only on single brief generation with the search tool, removing iterative elements and additional input requirements.