Day 1 · From Inbox to Insight. One investment request, followed from the first email to a clean, checked analysis in Excel.
Please prepare the Q3 review pack for Al-Murjan Family Office: portfolio value and Q3 change, allocation against the mandate, the 10% issuer check, and the top and bottom contributors. Deck for the client, one-page memo for me.
Name, department — and one task that takes far too much of your time. We pin every answer on the wall and come back to it at the end of the day.
Do this now — before we start the first block.
No wrong answers. Call it out — we pin it, then compare with the definition.
Software that learns patterns from examples — and uses them to predict, sort, recommend or create — instead of only following rules a person wrote.
Large Language Model — a pattern machine trained on huge amounts of text. It writes by predicting the next piece of text.
Ask: “Summarise the Al-Waha portfolio's Q3.” Watch the answer appear piece by piece — each one the most likely next piece.
Ask about a number it has never seen — with no file attached:
Click the switch. In Work mode, Copilot answers from the house view in your files. In Web mode, it answers from the internet.
Your prompts and files stay inside KAMCO's Microsoft 365 boundary, with enterprise data protection.
No KAMCO protection. You do not control where client data goes. Client data never goes here.
Next: Prompting with CTFT
One volunteer describes a shape. Everyone else draws it blind. No questions.
Copilot knows the world — not your situation.
Name the action.
Say nothing, and Copilot picks for you.
Same facts, different feel.
One weak prompt. Four rounds. Watch it get visibly better — run each round in Copilot Chat with us.
Run this — together.
Add the highlighted part and run it again.
Add the highlighted part and run it again.
Add the highlighted part and run it again.
Add the highlighted part and run it again.
Next: Read the request in Outlook
Click the parts of the thread that define the job. Old instructions do not count.
Sun 11 Oct · Reem: Update: the family wants a short memo only - no slides this time. Please send it to me by Monday 12 Oct, 1:00 pm.
They are worried about property. Please check real estate against the mandate first, then the rest of the allocation, and the 10% issuer limit.
Use the 30 Sep custody export attached.
Please prepare a 4-slide deck with the Q3 value, the Q3 change, allocation against the mandate and the top contributors. I need it by Thursday 15 Oct.
Open the thread, then use Copilot. The second prompt gives the sender a quick answer while you work.
Next: Excel · clean the data
Two or three voices — then straight in.
Click every row that would make a total wrong.
| Holding ID | Security | Quantity | Price 30-Sep |
|---|---|---|---|
| AWFO-0107 | Najd Industrial Holding | 22000 | 17.25 |
| AWFO-0116 | US Treasury Note 2030Quantity stored as text — Excel will not add it. | '8,800' | 96.75 |
| AWFO-0111 | Crestview ConsumerPrice is missing — fill it from the Price_List sheet. | '4,100' | — |
| AWFO-0102 | Gulf Trade Bank | 1000000 | 0.498 |
| AWFO-0112 | Harbor Semiconductors | 3100 | 101.90 |
| AWFO-0114 | Al-Noor Bank Sukuk 2029 | 1500 | 99.60 |
| AWFO-0103 | Bayan Telecom | 540000 | 0.471 |
| AWFO-0103 | Bayan TelecomDuplicate — same Holding ID as a row above. | 540000 | 0.471 |
| AWFO-0112 | Harbor SemiconductorsDuplicate — same Holding ID as a row above. | 3100 | 101.90 |
Delete rows 1–3 above the headers, format as a table (Ctrl+T), then run these in order.
Next: Excel · find the story
The weights come from the cleaned Al-Waha file. Click to compare each one with its range.
Run on the cleaned Al-Waha table. After each answer, ask Copilot to show the formula.
Next: Hands-on · the Al-Murjan request, alone
You have the thread and the 30 Sep export. Take the request from the email to a clean, checked analysis.
You found the real ask in a messy thread, cleaned a custody export, and checked a portfolio against its mandate — with every number explained. Tomorrow: Word, PowerPoint and the reply.