Menu
Monitor illiquid/private holdings and operating KPIs against plan, with valuation and risk implications.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
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 | portfolio-monitoring |
| description | Monitor illiquid/private holdings and operating KPIs against plan, with valuation and risk implications. |
| user-invocable | false |
Track performance of non-public holdings and connect results to household portfolio decisions.
finance-graph.list_assets, finance-graph.list_valuation_observations, finance-graph.upsert_financial_statement_period, finance-graph.upsert_statement_line_itemsestate-planning is for legal/succession ownership records, not valuation or PL/CFS/BS storageghostfolio.account, ghostfolio.portfolio, portfolio-analytics.get_condensed_portfolio_statemarket-intel-direct.get_market_snapshot, market-intel-direct.get_macro_context_panelsec-edgar.sec_edgar_company, sec-edgar.sec_edgar_financial, sec-edgar.sec_edgar_filinghousehold-tax.assess_exact_support for supported exact household-tax casesasset_class_code, asset_subclass_code) and explicit jurisdiction_code/valuation_currency.investments_value_ex_cash, cash_balance, net_worth_total.