hvkshetry/StewardOS - Page 2

estate-snapshot

Full estate overview — entities, ownership graph, net worth by jurisdiction, upcoming critical dates.

succession-planning

Beneficiary review, distribution schedules, trust termination conditions, and succession planning across US and India jurisdictions. Use when reviewing estate plans, updating beneficiary designations, or planning asset transfers.

monthly-close

Run month-end close using Actual + Ghostfolio + Finance Graph, then persist P&L/CFS/BS line items in Finance Graph.

net-worth-report

Generate a consolidated household net worth report from Actual, Ghostfolio, and Finance Graph with source-level provenance.

risk-model-config

Invoke before analyze_portfolio_risk when the portfolio contains illiquid, private, or real estate holdings that lack yfinance market data. Queries finance-graph for asset metadata and valuation history, then assembles the illiquid_overrides parameter for…

child-development

Child education and development planning skill. Use when: (1) Creating age-appropriate activity plans, (2) Tracking developmental milestones, (3) Balancing activity types across cognitive/physical/creative/social domains, (4) Adapting plans based on progress…

file-documents

Batch-file incoming documents with proper tags, correspondents, types, and titles.

household-admin

Household administration skill covering Homebox inventory management, maintenance scheduling, and Memos for household notes and decisions. Use when tracking household items, warranties, maintenance, or capturing household-related notes.

start

Daily briefing — triage email, review calendar, surface expiring documents, and check household alerts.

weekly-review

Weekly admin review — open tasks, upcoming deadlines, document expiry, inventory alerts, budget status.

activity-plan

Create weekly age-appropriate child activities balanced across developmental domains.

grocery-check

Check expiring products, low stock items, and generate shopping list from current meal plan.

grocery-management

Grocy pantry inventory management skill. Use when: (1) Checking what's expiring, (2) Generating pantry-aware shopping lists, (3) Logging products after shopping, (4) Tracking stock levels, (5) Managing barcodes and product database. Tools: grocy-mcp for all…

household-documents

Household document filing via Paperless-ngx. Focused on receipts, warranties, contracts, home maintenance records, and vehicle documents. Use when filing household-related documents or searching for warranties, service records, etc.

meal-planning

Meal planning and recipe management skill using Mealie. Use when: (1) Creating weekly meal plans, (2) Searching and selecting recipes, (3) Generating shopping lists, (4) Optimizing for nutrition and variety, (5) Planning batch cooking and meal prep, (6)…

plan-week

Create weekly meal plan + pantry-aware shopping list + child activities + calendar sync.

dd-checklist

Generate due diligence checklists and red-flag tracking for private and illiquid investment opportunities.

value-creation-plan

Build a 12-24 month value creation roadmap for private holdings with measurable KPI targets.

nutrition-tracking

Nutrition intake tracking and analysis via wger. Use when: (1) Logging meals and macros, (2) Reviewing daily/weekly nutrition, (3) Checking protein targets, (4) Correlating nutrition with workout performance and recovery.