---
schema_version: "1"
id: 0b16a732ec1e454452958a7e600c1fb00df1a4727d72fa62fe081b38c82a179d
title: Financial Services | Summarize Portfolio Performance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_fsc_summarize_portfolio.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_fsc_summarize_portfolio.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c460ceb0c63bf9c33fd81c0f03d9a5a04cecc9e2a4a7a1ebef26825c9ad8c43b
description: The Summarize Portfolio Performance action provides wealth advisors with a summary of an account’s portfolio performance within Salesforce Financial Services Cloud.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Financial Services | Summarize Portfolio Performance

The Summarize Portfolio Performance action provides wealth advisors with a summary of an account’s portfolio performance within Salesforce Financial Services Cloud.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d114967e70">Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d114967e70 ">To use Financial Services Cloud:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d114967e70 ">
            <p>Financial Services Cloud Extension</p>
            <p>OR</p>
            <p>FSC Foundation</p>
            <p>OR</p>
            <p>FSC
              Sales</p>
            <p style="margin-bottom:0;">OR</p>
            <p style="margin-bottom:0;">FSC Service</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d114967e70 ">To use Financial Advisor Assistance:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d114967e70 ">
            <p>Einstein for Financial Services user permission</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Financial Advisor
              Assistance setting</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d114967e70 ">To use Financial Account Management standard objects:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d114967e70 ">Financial Account Management Standard Objects setting</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d114967e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">SummarizePortfolioPerformance</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Prompt Template</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Gain and Loss Summary for Securities Holdings</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.fsc_agent_financial_advisor_assistance.htm&amp;language=en_US" target="_blank">Financial Advisor Assistance</a></td></tr></tbody></table>