Content
76%Weight 40%Scale 1-5Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.
The content is a lean, well-structured instruction-only workflow with concrete tax-aware rules, but it lacks an explicit validation checkpoint before issuing a batch of trades and provides template tables rather than a worked example.
Suggestions
Add an explicit validation gate before the trade list is finalized (e.g., 'Before presenting trades: confirm no 30-day wash-sale overlap across all household accounts, verify breakeven is positive in taxable accounts, and check client-specific restrictions') to lift workflow_clarity above the batch-operation cap.
Include one short worked example with realistic numbers populated in the drift table and trade list so the empty templates become copy-paste-ready references.
Surface the cautions currently buried in 'Important Notes' as an inline pre-trade checklist within Step 3 or a new verification step so the feedback loop is part of the workflow sequence rather than an afterthought.
| Dimension | Reasoning | Score |
|---|---|---|
Conciseness | The body is lean: terse bullet lists, table templates, and pointed rules ("Don't rebalance for rebalancing's sake") with no padding explaining concepts Claude already knows. | 5 / 5 |
Actionability | Concrete guidance is present — specific account types to capture, an asset-class drift table, tax-aware rules with a 30-day wash-sale window and ±3-5% bands — but the trade-list and drift tables are empty templates with no worked example filling them in, leaving a minor gap. | 4 / 5 |
Workflow Clarity | Six steps are clearly sequenced (Current State → Drift → Trades → Asset Location → Implementation → Output), but generating a batch of trades is a destructive/batch operation and there is no explicit validation gate (e.g., verify no cross-account wash sales, confirm positive breakeven) before presenting trades, which caps this dimension at 3 per the rubric guidelines. | 3 / 5 |
Progressive Disclosure | A single self-contained file with clear section headers (Workflow, Steps 1-6, Important Notes) and well-organized tables; no external references are signaled, but none are strictly needed, so structure is good with only minor organization gaps. | 4 / 5 |
Total | 16 / 20 Passed |