One source of truth when your brokers disagree
Consolidates holdings, cash flows, dividends, and performance across brokers into a single ledger with clear assumptions and reconciled totals.
Create a skill called "Unified Portfolio Ledger". Help me consolidate portfolio data across one or more brokers into a single, repeatable ledger that tracks: - holdings, - cash flows, - dividends, - and performance. Give me a normalization checklist, reconciliation workflow, and update routine.
This recipe is for people forced into spreadsheets because broker dashboards
do not tell a trustworthy performance story.
Reconstruct the numbers when the broker does not
Rebuilds missing or suspect cost basis after transfers, broken imports, or inconsistent historical records so tax reporting is not a guessing game.
Close faster by making reconciliations exception-driven, not spreadsheet-driven
A standardized reconciliation workflow that pulls source data, proposes matches, isolates exceptions, and produces an audit-ready reconciliation pack for review and sign-off.
Fix slow Looker Studio dashboards without losing critical signal
Looker Studio dashboards can become painfully slow as complexity and blended sources grow. This recipe diagnoses likely causes (too many charts, heavy sources, blends/joins, formatting) and produces a performance-first redesign plan (including caching and pre-aggregation strategies).
Detect fatigue signals before CPA spikes and ROAS collapses
Creative fatigue is commonly signaled by declining CTR/engagement, rising frequency, and rising costs. This recipe defines fatigue thresholds, builds an alert checklist, and outputs a refresh plan that preserves learning while introducing new variants.