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Generate a client-facing portfolio report with performance, risk, allocation, and action items using MCP-first data sources.
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Based on SOC occupation classification
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.