القائمة
Build or update a comprehensive household financial plan using integrated net-worth, cashflow, and the reduced exact household-tax surface where supported.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
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.
Paperless-ngx document filing skill with tagging taxonomy, retention policies, and batch filing workflows. Use when ingesting, tagging, searching, or managing documents in Paperless-ngx.
Two-tier memory system that makes Codex CLI a true household collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Codex understands requests like a family office staff member would. AGENTS.md for working memory, memory/ directory for the full knowledge base.
Canonical ingestion workflow for family-office records: discover candidate files in Google Drive, Gmail attachments, OneDrive, and SharePoint; deduplicate minor variants; choose one canonical document; and upsert into Paperless with normalized title, document type, correspondent, and owner-routing tags. Use when seeding Paperless, running periodic syncs, or cleaning duplicates across storage systems.
| name | financial-planning |
| description | Build or update a comprehensive household financial plan using integrated net-worth, cashflow, and the reduced exact household-tax surface where supported. |
| user-invocable | false |
Use tool-first baselines and the reduced exact household-tax surface where supported. Fail closed when the requested planning case is outside the exact tax engine scope.
actual-budget.analytics(operation="monthly_summary"), actual-budget.analytics(operation="spending_by_category")ghostfolio.portfolio(operation="summary"), ghostfolio.portfolio(operation="dividends")finance-graph.get_net_worth, finance-graph.get_liability_summary, finance-graph.list_liabilitiespaperless.search_documents, paperless.get_documenthousehold-tax.assess_exact_support, household-tax.ingest_return_facts, household-tax.compute_individual_return_exact, household-tax.compute_fiduciary_return_exact, household-tax.plan_individual_safe_harbor, household-tax.plan_fiduciary_safe_harbor, household-tax.compare_trust_distribution_strategiesUS + MA support surface.ingest_return_facts and run the exact return / safe-harbor / trust-distribution tools that fit the case.Always include:
as_of, net worth, cashflow, liabilities)