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.

2026-03-2912

family-email-formatting

hvkshetry/StewardOS

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.

2026-03-1312

investing

hvkshetry/StewardOS

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.

2026-03-1312

document-filing

hvkshetry/StewardOS

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.

2026-03-1312

memory-management

hvkshetry/StewardOS

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.

2026-03-1312

paperless-canonical-ingestion

hvkshetry/StewardOS

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.

2026-03-1312

name	client-report
description	Generate a client-facing portfolio report with performance, risk, allocation, and action items using MCP-first data sources.
user-invocable	true

/client-report

Produce a concise, client-facing periodic report.

MCP Tool Map

Portfolio facts: ghostfolio.portfolio, portfolio-analytics.get_condensed_portfolio_state
Risk and drift: portfolio-analytics.analyze_portfolio_risk, portfolio-analytics.analyze_allocation_drift
Market context: market-intel-direct.get_market_snapshot, market-intel-direct.search_market_news
Disclosure context for top names: sec-edgar.sec_edgar_filing, sec-edgar.sec_edgar_insider

Scripts

scripts/ratio_calculator.py — financial ratio analysis across 5 categories; feed it P&L/BS/CF data from finance-graph and sec-edgar for ratio section of report

Workflow

Step 1: Reporting Scope

Confirm period: MTD, QTD, YTD, 1Y, custom.
Confirm household scope: entity, wrapper, account types.
Confirm benchmark framing and IPS targets.

Step 2: Portfolio Snapshot

Pull ghostfolio.portfolio(operation="summary").
Pull ghostfolio.portfolio(operation="performance", range="1y").
Pull ghostfolio.portfolio(operation="dividends", range="1y").
Pull portfolio-analytics.get_condensed_portfolio_state for positions and concentration.

Step 3: Risk and Allocation

Pull portfolio-analytics.analyze_portfolio_risk and report ES, VaR, drawdown, volatility.
Pull portfolio-analytics.analyze_allocation_drift versus IPS targets.
If ES > 2.5%, include CRITICAL risk alert language.

Step 4: Market and Policy Context

Pull market-intel-direct.get_market_snapshot for index/rates/vol backdrop.
Pull market-intel-direct.search_market_news for relevant portfolio/macro headlines.
Optionally pull policy-events.get_recent_bills and policy-events.get_federal_rules for policy context.

Step 5: Report Output

Executive summary.
Performance table and attribution highlights.
Risk section with ES constraint status.
Allocation drift and rebalancing notes.
Tax-aware notes and action items.
Data gaps section if any tools returned empty/no data.