القائمة
Orchestrate comps, DCF, returns, and unit-economics methods to value private and illiquid holdings with explicit confidence bands.
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 | illiquid-valuation |
| description | Orchestrate comps, DCF, returns, and unit-economics methods to value private and illiquid holdings with explicit confidence bands. |
| user-invocable | true |
Produce a decision-grade valuation range for private or illiquid assets.
finance-graph.list_assets, finance-graph.list_valuation_observations, finance-graph.get_ownership_graphfinance-graph.upsert_asset, finance-graph.set_manual_comp_valuation, finance-graph.record_valuation_observation, finance-graph.refresh_us_property_valuationestate-planning; valuation/statement facts remain finance-only in finance-graphghostfolio.account, ghostfolio.portfoliosec-edgar.sec_edgar_company, sec-edgar.sec_edgar_financial, sec-edgar.sec_edgar_filingmarket-intel-direct.get_market_snapshot, market-intel-direct.get_fred_serieshousehold-tax.assess_exact_support if the question reduces to a supported exact household-tax casepolicy-events.get_federal_rulesasset_class_code, asset_subclass_code) and explicit jurisdiction_code + valuation_currency.Delegate research-intensive valuation methods to the Research Analyst (+ra) via Plane:
comps-analysis for market-based valuation band.dcf-model for intrinsic valuation band.returns-analysis for investor-outcome consistency check.unit-economics where recurring/contracted revenue is material.