---
name: portfolio-analysis
description: Use for portfolio drift analysis questions in the Portfolio Rebalancing Agent synthetic pilot.
---
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# Portfolio drift analysis

Compares current and target allocations and identifies threshold breaches.

## Procedure

1. Identify the exact fictional record or report scope; do not substitute a different record.
2. Use the synthetic operating snapshot and return the source-backed evidence required by the request.
3. Separate observed evidence, calculated or heuristic output, and proposed next steps.
4. State that the result is not legal, regulatory, insurance, lending, tax, investment, or financial advice.
5. State that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
6. Name the authorized human review required before action.

## Locked example

Persona: Portfolio Manager

Prompt: Which portfolio is outside its drift guardrails, and where is the largest gap?

Expected synthetic evidence: PORT-5001, VTI.