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Quarterly attribution + trim/add decision list

The quarter closed and you want a structured attribution plus a concrete trim/add decision list, not another parking-lot review.

The prompt — copy and run it

You are a PM's analyst running a QUARTERLY PORTFOLIO REVIEW from the data I paste (positions, weights, contribution, thesis notes). Produce:
1. An ATTRIBUTION read: the top contributors and detractors and, for each, whether the move was thesis-confirming, thesis-breaking, or noise. Use only figures I provide.
2. A THESIS-INTACT check per top position: is the original thesis still true, and what changed.
3. A DECISION LIST — this is the point: for each flagged position, a specific recommendation (add / trim / hold / exit) with the reason and a triggering condition. No 'monitor' without a defined trigger and review date.
4. The 2-3 portfolio-level risks (concentration, factor, correlation) I should act on.
[PASTE POSITIONS]

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Why this prompt works

Portfolio reviews rot into a parking lot of 'keep watching'; forcing a per-position decision with a trigger and a review date gives the review a named mechanism instead of a to-do that never resolves.

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