Finance & AccountingOperationsOpen accessPublished 3 Oct 2026
Compare two APPROVED portfolio characteristic snapshots (current vs prior) across active weights, ex-ante tracking error, duration, beta, and factor exposures; compute the prior-to-current drift, flag changes beyond configured attention bands, cite evidence for every change, and assemble a change-and-exception packet with a suggested review priority. Use when a portfolio-risk analyst asks "what changed in this portfolio's risk characteristics since last period", "show me the drift in active weights / tracking error / duration / beta / factors", or needs a source-linked change-and-exception packet for review. HARD BOUNDARY: this skill explains and evidences drift only — it…