{
  "value": "client_portfolio_summary",
  "label": "Generate Client Portfolio Summaries",
  "description": "Create clear portfolio summaries for client communications. Input holdings and performance data to generate professional summaries with market context and outlook.",
  "name": "Client Portfolio Summary",
  "category": "Financial Services",
  "type": "Industry",
  "config": {
    "temperature": 25,
    "frequencyPenalty": 0,
    "disableRAG": true,
    "prompt": [
      {
        "role": "user",
        "content": "Create a client portfolio summary report. I'll provide current holdings, performance metrics, and account objectives. Generate a professional summary including portfolio performance versus benchmarks, asset allocation analysis with rebalancing needs, top contributors and detractors, market commentary and outlook, and recommended actions aligned with client goals. Use clear language avoiding excessive jargon, and include visual descriptions of key metrics."
      }
    ]
  }
}