| 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 |
/illiquid-valuation
Produce a decision-grade valuation range for private or illiquid assets.
MCP Tool Map
- Illiquid source-of-truth context:
finance-graph.list_assets, finance-graph.list_valuation_observations, finance-graph.get_ownership_graph
- Valuation write path:
finance-graph.upsert_asset, finance-graph.set_manual_comp_valuation, finance-graph.record_valuation_observation, finance-graph.refresh_us_property_valuation
- Estate-planning boundary: succession/legal records live in
estate-planning; valuation/statement facts remain finance-only in finance-graph
- Holdings context:
ghostfolio.account, ghostfolio.portfolio
- Comp and disclosure context:
sec-edgar.sec_edgar_company, sec-edgar.sec_edgar_financial, sec-edgar.sec_edgar_filing
- Macro/rates context:
market-intel-direct.get_market_snapshot, market-intel-direct.get_fred_series
- Tax impact context: only use
household-tax.assess_exact_support if the question reduces to a supported exact household-tax case
- Policy context where material:
policy-events.get_federal_rules
Workflow
Step 1: Define Asset and Evidence Set
- Identify stake type, ownership percent, rights, restrictions, and liquidity profile.
- Capture latest financial package and operating KPIs.
- For asset creation/updates, use normalized taxonomy (
asset_class_code, asset_subclass_code) and explicit jurisdiction_code + valuation_currency.
- Use RentCast automation only for US properties; use manual comps/marks for India properties.
Step 2: Multi-Method Valuation
Delegate research-intensive valuation methods to the Research Analyst (+ra) via Plane:
- Request
comps-analysis for market-based valuation band.
- Request
dcf-model for intrinsic valuation band.
- Request
returns-analysis for investor-outcome consistency check.
- Request
unit-economics where recurring/contracted revenue is material.
Step 3: Synthesize Range
- Combine method outputs into low/base/high range.
- Apply liquidity, governance, concentration, and key-person discounts where justified.
- Record assumptions explicitly.
Step 4: Portfolio and Tax Implications
- Evaluate impact on total household concentration and risk posture.
- Show high-level after-tax implications for hold vs partial liquidity events.
Step 5: Output
- Valuation range with method weights.
- Confidence score and data-quality caveats.
- Top sensitivities and next data requests.
