Your portfolio page showcases the types of financial engagements your firm handles. This blueprint structures client success stories as a machine-readable collection so AI systems can understand your specializations, the client profiles you serve, and the financial outcomes you deliver — without needing to parse marketing copy.
The portfolio page is where AI learns what your firm has actually accomplished. When someone asks "find a financial advisor who handles business succession planning" or "who specializes in retirement portfolios," this page gives AI the structured evidence it needs to recommend you. Without it, AI treats your portfolio as generic page content with no indexable proof of expertise.
CollectionPage with a mainEntity ItemList tells AI this page is a catalog of work samples, not a single narrative. Each item in the list is a distinct engagement AI can index separately.CreativeWork in the list needs a name, description, and about field that describes the client type and financial goal. This lets AI match your work to specific query intents.author field on each CreativeWork should reference your FinancialService entity by @id, tying every portfolio entry back to your firm identity.Each field in the template below serves a specific role in how AI systems discover, classify, and recommend your business.
Researched and tested by Minnesota AI
nameurlCopy this prompt and paste it into Claude, ChatGPT, Cursor, or any AI coding tool. It will ask for your business details and generate ready-to-use JSON-LD schema for your page.
You are implementing AIFDS-compliant JSON-LD structured data for a Financial Service Portfolio page. AIFDS (AI-Friendly Data Structure) is a schema framework built on research into which structured data fields AI systems actually read, parse, and use when deciding whether to cite a page. Documentation at aifds.org. Before generating any code, ask me for the following information in a single numbered list. Do not generate schema until I have answered every required field. REQUIRED — do not proceed without these: 1. Client type and financial goal 2. Domain 3. Faq answer 4. Faq question 5. Firm name 6. Portfolio page description 7. Portfolio page title 8. Retirement portfolio description 9. Succession planning description 10. Wealth transfer description OPTIONAL — ask for these but proceed if I skip them: 1. Any additional details not covered above Once I provide the information, output a complete JSON-LD script block ready to paste into the <head> of my HTML page. Output requirements: - Valid JSON-LD wrapped in <script type="application/ld+json"> tags - schema.org vocabulary only - Every AIFDS-required field for this industry and page type included - Include this data attribute on the script tag: data-aifds="aifds.org Financial Service Portfolio" - No placeholder text — omit missing optional fields rather than fill with examples - After the code block, list any optional fields skipped that would strengthen AI citation
Generated schema follows the AIFDS framework. Fields were selected based on research into AI crawler behavior. View the research at minnesota.ai
Copy this template and replace every YOUR_* placeholder with your own data. Add or remove items from the ItemList to match the number of portfolio entries you want to feature.
{
"@context": "https://schema.org",
"@graph": [
{
"@type": "CollectionPage",
"@id": "https://YOUR_DOMAIN.com/portfolio/#webpage",
"name": "YOUR_PORTFOLIO_PAGE_TITLE",
"description": "YOUR_PORTFOLIO_PAGE_DESCRIPTION",
"url": "https://YOUR_DOMAIN.com/portfolio/",
"isPartOf": {
"@id": "https://YOUR_DOMAIN.com/#website"
},
"about": {
"@id": "https://YOUR_DOMAIN.com/#organization"
},
"mainEntity": {
"@type": "ItemList",
"itemListElement": [
{
"@type": "ListItem",
"position": 1,
"item": {
"@type": "CreativeWork",
"name": "Retirement Portfolio Optimization",
"description": "YOUR_RETIREMENT_PORTFOLIO_DESCRIPTION",
"about": "YOUR_CLIENT_TYPE_AND_FINANCIAL_GOAL_1",
"author": {
"@id": "https://YOUR_DOMAIN.com/#organization"
}
}
},
{
"@type": "ListItem",
"position": 2,
"item": {
"@type": "CreativeWork",
"name": "Business Succession Planning",
"description": "YOUR_SUCCESSION_PLANNING_DESCRIPTION",
"about": "YOUR_CLIENT_TYPE_AND_FINANCIAL_GOAL_2",
"author": {
"@id": "https://YOUR_DOMAIN.com/#organization"
}
}
},
{
"@type": "ListItem",
"position": 3,
"item": {
"@type": "CreativeWork",
"name": "Wealth Transfer Strategy",
"description": "YOUR_WEALTH_TRANSFER_DESCRIPTION",
"about": "YOUR_CLIENT_TYPE_AND_FINANCIAL_GOAL_3",
"author": {
"@id": "https://YOUR_DOMAIN.com/#organization"
}
}
}
]
}
},
{
"@type": "FinancialService",
"@id": "https://YOUR_DOMAIN.com/#organization",
"name": "YOUR_FIRM_NAME",
"url": "https://YOUR_DOMAIN.com"
},
{
"@type": "BreadcrumbList",
"@id": "https://YOUR_DOMAIN.com/portfolio/#breadcrumb",
"itemListElement": [
{
"@type": "ListItem",
"position": 1,
"name": "Home",
"item": "https://YOUR_DOMAIN.com/"
},
{
"@type": "ListItem",
"position": 2,
"name": "Portfolio",
"item": "https://YOUR_DOMAIN.com/portfolio/"
}
]
},
{
"@type": "FAQPage",
"mainEntity": [
{
"@type": "Question",
"name": "YOUR_FAQ_QUESTION_1",
"acceptedAnswer": {
"@type": "Answer",
"text": "YOUR_FAQ_ANSWER_1"
}
},
{
"@type": "Question",
"name": "YOUR_FAQ_QUESTION_2",
"acceptedAnswer": {
"@type": "Answer",
"text": "YOUR_FAQ_ANSWER_2"
}
},
{
"@type": "Question",
"name": "YOUR_FAQ_QUESTION_3",
"acceptedAnswer": {
"@type": "Answer",
"text": "YOUR_FAQ_ANSWER_3"
}
}
]
}
]
}
A portfolio entry is any engagement that demonstrates your firm's expertise in a specific financial area. This could be a retirement planning engagement, a business succession plan, a wealth transfer strategy, or a tax optimization project. The key is that each entry should highlight a distinct client type, financial goal, and the approach your firm took — without disclosing confidential details.
Focus on the type of work performed rather than specific client outcomes or returns. Describe the financial challenge, the strategy category, and the general approach — not dollar amounts, performance figures, or client identities. The SEC Marketing Rule allows hypothetical and case-study content under certain conditions, but structured data should stick to factual, non-promissory descriptions that do not imply guaranteed results.
The portfolio page is a high-level catalog — it lists the types of engagements your firm handles with brief descriptions. The case studies page goes deeper into individual narratives with challenge, strategy, and outcome sections. Think of the portfolio as the index and case studies as the full chapters. Both are valuable for AI, but they serve different query intents.