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SkillsMP ha recopilado 59 skills de hvkshetry/StewardOS. Abre una skill para revisar su origen y sus detalles.
Mostrando 40 de 59 skills recopiladas.
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…
Idioma del texto original: inglés
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.
Idioma del texto original: inglés
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…
Idioma del texto original: inglés
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.
Idioma del texto original: inglés
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…
Idioma del texto original: inglés
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…
Idioma del texto original: inglés
Visual inspection and classification of tax documents. Scans every page (never trust filenames), classifies by IRS form type, files to Paperless. Use when tax documents arrive via Gmail or Drive and need to be discovered, classified, and filed, or when…
Idioma del texto original: inglés
Review contracts against your organization's negotiation playbook, flagging deviations and generating redline suggestions. Use when reviewing vendor contracts, customer agreements, or any commercial agreement where you need clause-by-clause analysis against…
Idioma del texto original: inglés
Track entity compliance: annual filing deadlines, K-1 distribution tracking, registration renewals, and per-entity/per-jurisdiction requirements. Use for compliance audits, filing season preparation, or deadline tracking.
Idioma del texto original: inglés
Query the estate knowledge graph for family ownership maps, entity hierarchies, net worth by jurisdiction, and critical dates. Use when reviewing the overall estate structure, preparing for attorney meetings, or checking entity status.
Idioma del texto original: inglés
Analyze current month budget variance, spending trends, anomalies, and savings rate.
Idioma del texto original: inglés
Project household cash position for 30/60/90-day horizons using recurring patterns, scheduled transactions, and known liabilities.
Idioma del texto original: inglés
Build or update a comprehensive household financial plan using integrated net-worth, cashflow, and the reduced exact household-tax surface where supported.
Idioma del texto original: inglés
Build an exact 2025/2026 US+MA quarterly-tax plan using the reduced household-tax exact tool surface.
Idioma del texto original: inglés
End-of-year IRS form preparation: document checklist, form identification, form completion guidance, and audit review. Use when preparing tax returns, filling IRS forms, assembling tax document checklists, reviewing form completeness, or reconciling income…
Idioma del texto original: inglés
Generate a client-facing portfolio report with performance, risk, allocation, and action items using MCP-first data sources.
Idioma del texto original: inglés
Orchestrate comps, DCF, returns, and unit-economics methods to value private and illiquid holdings with explicit confidence bands.
Idioma del texto original: inglés
Build a tax-aware investment proposal from current household holdings, risk limits, and stated objectives.
Idioma del texto original: inglés
Market open briefing — indices, portfolio snapshot, news, policy events, and calendar.
Idioma del texto original: inglés
Monitor illiquid/private holdings and operating KPIs against plan, with valuation and risk implications.
Idioma del texto original: inglés
This skill should be used when the user asks for a portfolio review, portfolio health check, risk check, portfolio risk analysis, concentration check, allocation drift analysis, tax loss harvesting scan, or client review meeting prep. It produces a full…
Idioma del texto original: inglés
Practitioner heuristic overlay for portfolio review. Implements hard gates (illiquidity ceiling, employer concentration) and advisory layers (ruin scenario, barbell classification, regime exposure, market temperature, position valuations). Called as a…
Idioma del texto original: inglés
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules.
Idioma del texto original: inglés
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows.
Idioma del texto original: inglés
Public comparable company valuation — peer selection, multiple derivation, and market-based valuation bands.
Idioma del texto original: inglés
Discounted cash flow valuation with revenue build-up, margin progression, WACC derivation, and sensitivity analysis.
Idioma del texto original: inglés
Morning market snapshot — indices, yields, commodities, VIX, currencies, macro flow, news, filings, and policy context.
Idioma del texto original: inglés
IRR/MOIC scenario analysis for private investments — entry valuation, hold period, exit assumptions, and sensitivity to key drivers.
Idioma del texto original: inglés
Revenue quality and cohort economics diagnostics — LTV/CAC, retention, margin by segment, and recurring revenue analysis.
Idioma del texto original: inglés
Aggregate health data from Oura (sleep/readiness), Apple Health (activity/vitals), wger/Fitbod (strength and nutrition), and Peloton (class/performance detail) into a unified health dashboard. Use for daily check-ins, weekly health reviews, or trend analysis…
Idioma del texto original: inglés
Medical and genomics records management via health-graph-mcp. Use when: (1) Ingesting genome/lab/coverage artifacts, (2) querying PGx profile, (3) evaluating coverage for procedures/devices, (4) linking documents and evidence.
Idioma del texto original: inglés
Morning health check — last night's sleep quality, readiness score, and recovery recommendations.
Idioma del texto original: inglés
Weekly health review — sleep trends, workout adherence across wger/Fitbod/Peloton, nutrition averages, and recovery analysis.
Idioma del texto original: inglés
Exercise and routine planning using wger. Use when: (1) Creating workout plans, (2) Logging workout sessions, (3) Tracking progressive overload, (4) Planning recovery, (5) Reviewing workout history and adherence.
Idioma del texto original: inglés
Cross-persona orchestration patterns for multi-agent synthesis. Reference skill for routing decisions, complexity scoring, and synthesis frameworks. Not user-invocable — loaded as context for the chief of staff.
Idioma del texto original: inglés
Search across all connected household sources in one query. Use when the user asks to search, find, or locate information across multiple sources (email, documents, budget, inventory, estate records, recipes, pantry). Decomposes queries, runs parallel…
Idioma del texto original: inglés
Query decomposition and multi-source search orchestration. Breaks natural language questions into targeted searches per household source, translates queries into source-specific syntax, ranks results by relevance, and handles ambiguity and fallback strategies.
Idioma del texto original: inglés
Simple task management using a shared TASKS.md file. Reference this when the user asks about their tasks, wants to add/complete tasks, or needs help tracking commitments.
Idioma del texto original: inglés
Entity compliance audit — overdue filings, expiring registrations, K-1 status, and state-specific requirements.
Idioma del texto original: inglés
Generate estate planning documents using python-docx and Jinja2 templates. Covers trust amendments, LLC agreements, powers of attorney, and other estate documents. Generated docs are uploaded to Paperless-ngx.
Idioma del texto original: inglés