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Orchestrate comps, DCF, returns, and unit-economics methods to value private and illiquid holdings with explicit confidence bands.
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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 | 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.