القائمة
Generate a client-facing portfolio report with performance, risk, allocation, and action items using MCP-first data sources.
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 | client-report |
| description | Generate a client-facing portfolio report with performance, risk, allocation, and action items using MCP-first data sources. |
| user-invocable | true |
Produce a concise, client-facing periodic report.
ghostfolio.portfolio, portfolio-analytics.get_condensed_portfolio_stateportfolio-analytics.analyze_portfolio_risk, portfolio-analytics.analyze_allocation_driftmarket-intel-direct.get_market_snapshot, market-intel-direct.search_market_newssec-edgar.sec_edgar_filing, sec-edgar.sec_edgar_insiderscripts/ratio_calculator.py — financial ratio analysis across 5 categories; feed it P&L/BS/CF data from finance-graph and sec-edgar for ratio section of reportghostfolio.portfolio(operation="summary").ghostfolio.portfolio(operation="performance", range="1y").ghostfolio.portfolio(operation="dividends", range="1y").portfolio-analytics.get_condensed_portfolio_state for positions and concentration.portfolio-analytics.analyze_portfolio_risk and report ES, VaR, drawdown, volatility.portfolio-analytics.analyze_allocation_drift versus IPS targets.market-intel-direct.get_market_snapshot for index/rates/vol backdrop.market-intel-direct.search_market_news for relevant portfolio/macro headlines.policy-events.get_recent_bills and policy-events.get_federal_rules for policy context.