القائمة
Full estate overview — entities, ownership graph, net worth by jurisdiction, upcoming critical dates.
يُحدَّد Prompt الذي يراجع المصدر أولًا بشكل افتراضي. يمكنك التبديل إلى أمر مباشر أو تنزيل نسخة محلية.
اقرأ SKILL.md وأي ملفات مرافقة يعرضها SkillsMP قبل أن تقرر التثبيت.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
يتجاوز الأمر المباشر Prompt المخصّص للمراجعة. افحص المصدر قبل تشغيله.
npx skills add https://github.com/hvkshetry/StewardOS --skill estate-snapshotيبقى الأمر في سطر واحد. مرّر أفقيًا لمراجعته كاملًا قبل النسخ.
تفضّل نسخة محلية؟ نزّل الملفات المتاحة حاليًا لدى SkillsMP.
Personal budgeting and financial planning skill. Use when: (1) Analyzing spending patterns by category or time period, (2) Comparing budget vs actual spending, (3) Calculating savings rates, (4) Forecasting cash flow, (5) Planning tax-aware financial decisions. Tools: actual-mcp for budget/transaction data, ghostfolio-mcp for investment portfolio context.
Generate family-office HTML emails for family personas. Use `brief` mode for scheduled or report-style outbound emails and `reply` mode for natural in-thread family replies.
Personal portfolio management and investment analysis skill. Use when: (1) Checking portfolio risk (ES, VaR, drawdown), (2) Running rebalancing or optimization, (3) Equity research and valuation, (4) Tax-loss harvesting analysis, (5) Policy/regulatory impact assessment, (6) Performance attribution and benchmarking. Tools: 7 investing-workspace MCP servers + ghostfolio-mcp for portfolio tracking.
استنادا إلى تصنيف SOC المهني
عرض SKILL.md
| name | estate-snapshot |
| description | Full estate overview — entities, ownership graph, net worth by jurisdiction, upcoming critical dates. |
| user-invocable | true |
Comprehensive snapshot of the estate structure using the estate-overview skill workflow.
Follow the estate-overview skill in full:
list_people — all family memberslist_entities(status='active') — all active entities grouped by jurisdictionget_ownership_graph — full hierarchylist_assets — all assets with valuationsget_net_worth — by jurisdiction and currencyget_upcoming_dates(days=90) — filing deadlines, renewals, reviewsfinance-graph valuation-history tools when trend context is needed beyond current snapshot valuesestate-planning as the default source for entity/ownership/net-worth snapshot reporting.finance-graph only for valuation history or statement-fact drill-downs.household-tax tools; do not infer tax scenarios from finance-graph alone.estate-planning, optional finance-graph, optional household-tax)Present the full snapshot in the format defined in the estate-overview skill.
Flag any anomalies: dissolved entities still owning assets, missing tax IDs, overdue dates.