Content
72%Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.
The content is a well-organized, concise instruction-only workflow with a clear sequence, but it relies on empty placeholder tables and lacks explicit validation checkpoints for the batch trade-generation step. Adding a worked example and a pre-output validation step would lift the weaker dimensions.
Suggestions
Add at least one worked example with filled-in drift and trade-list tables so the guidance is concrete and copy-paste ready, raising actionability.
Insert an explicit validation checkpoint before Step 6 (e.g., verify proposed trades stay within bands and do not trigger wash sales across accounts), adding a validate-then-proceed feedback loop for workflow clarity.
Provide the drift calculation formula or a concrete method for computing '$ Over/Under' so the empty table columns become executable.
| Dimension | Reasoning | Score |
|---|---|---|
Conciseness | The body is lean — tables and bullet lists with no padding or explanation of concepts Claude already knows (what a portfolio or asset class is). Every section earns its place. Not a 2 because there is no unnecessary explanation to tighten. | 3 / 3 |
Actionability | Provides concrete fields, rules, and thresholds (±3-5% bands, 30-day wash-sale window, asset-location mappings), but the drift and trade-list tables are empty placeholders with no worked example or executable calculation formula. Not a 3 because guidance is incomplete and not copy-paste ready; not a 1 because the direction and specifics are concrete. | 2 / 3 |
Workflow Clarity | A clear six-step sequence (Current State → Drift Analysis → Trade Recommendations → Asset Location → Implementation → Output), but no explicit validation checkpoints before issuing a batch of trades. Per the rubric, missing validation for batch/destructive operations caps this at 2. Not a 3 because there are no validate-then-proceed feedback loops. | 2 / 3 |
Progressive Disclosure | Self-contained, well-organized with clear section headers (Workflow steps 1-6, Important Notes) and no nested references; no external bundle files are needed. Not a 2 because the structure is clean and easy to navigate rather than a monolithic wall of text. | 3 / 3 |
Total | 10 / 12 Passed |