{"product_id":"📈-portfolio-tracker","title":"📈 Portfolio Tracker","description":"\u003ch2\u003e📈 Portfolio Tracker\u003c\/h2\u003e\n\u003cp\u003eMeet \u003cstrong\u003ePortfolio Tracker\u003c\/strong\u003e — a production-ready AI agent built for financial analysis and bookkeeping. Portfolio Tracker equips Portfolio Analysts at BlackRock and JPMorgan with real-time monitoring via Bloomberg Terminal and FactSet integrations, delivering VaR\/stress testing and GIPS-compliant performance attribution reports using Brinson-Fachler models as required in active LinkedIn postings. It automates tax lot optimization across FIFO\/HIFO\/Specific ID methods and streamlines trade reconciliation with custodian statements, eliminating manual workflows highlighted in State Street and Goldman Sachs job reqs. Built for SEC-regulated environments, it provides Excel\/VBA-like modeling and risk dashboards, enabling focus on strategic decisions amid 2025 salary projections of $120k-$160k median base. Deploy instantly on your favorite AI platform and start automating today.\u003c\/p\u003e\n\u003ch3\u003eKey Features\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eReal-time trade reconciliation with custodian statements using Bloomberg Terminal data feeds, matching JPMorgan postings\u003c\/li\u003e\n  \u003cli\u003eTax lot optimization for FIFO\/HIFO\/Specific ID to minimize capital gains, as required in BlackRock and JPMorgan roles\u003c\/li\u003e\n  \u003cli\u003eVaR and stress testing risk dashboard with sector exposure heatmaps via FactSet integration, per Goldman Sachs reqs\u003c\/li\u003e\n  \u003cli\u003eCustom GIPS-compliant performance attribution reports (Brinson-Fachler model) for Aladdin users at BlackRock\u003c\/li\u003e\n  \u003cli\u003eAutomated time-weighted and money-weighted returns across multi-asset classes, supporting State Street analytics\u003c\/li\u003e\n  \u003cli\u003eAlert system for asset allocation drift with Charles River IMS compatibility\u003c\/li\u003e\n  \u003cli\u003eExcel\/VBA-powered modeling for ad-hoc analysis without manual reconciliation, common in 80% of postings\u003c\/li\u003e\n  \u003cli\u003eP\u0026amp;L reconciliation and SEC Reg G exports, aligning with Fidelity and BNY Mellon needs\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat's Included\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSOUL.md\u003c\/strong\u003e — Agent personality, tone, and behavioral guidelines\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAGENTS.md\u003c\/strong\u003e — Workspace rules, memory management, and safety boundaries\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSystem Prompt\u003c\/strong\u003e — Universal prompt compatible with any LLM\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eREADME\u003c\/strong\u003e — Setup guide with deployment instructions\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eCompatible With\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eOpenClaw (recommended — full agent lifecycle)\u003c\/li\u003e\n  \u003cli\u003eChatGPT \/ OpenAI API\u003c\/li\u003e\n  \u003cli\u003eClaude \/ Anthropic API\u003c\/li\u003e\n  \u003cli\u003eGemini \/ Google AI\u003c\/li\u003e\n  \u003cli\u003eGrok \/ xAI\u003c\/li\u003e\n  \u003cli\u003eAny LLM that accepts system prompts\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"Funkin' Funny","offers":[{"title":"Default Title","offer_id":51942728007963,"sku":"portfolio-tracker","price":5.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0937\/1048\/3739\/files\/portfolio-tracker.jpg?v=1774825239","url":"https:\/\/funkinfunny.com\/products\/%f0%9f%93%88-portfolio-tracker","provider":"Funkin' Funny","version":"1.0","type":"link"}