القائمة
Orchestrate comps, DCF, returns, and unit-economics methods to value private and illiquid holdings with explicit confidence bands.
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.
استنادا إلى تصنيف SOC المهني
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 illiquid-valuationيبقى الأمر في سطر واحد. مرّر أفقيًا لمراجعته كاملًا قبل النسخ.
تفضّل نسخة محلية؟ نزّل الملفات المتاحة حاليًا لدى SkillsMP.
عرض SKILL.md
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.
| 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.