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Monitor illiquid/private holdings and operating KPIs against plan, with valuation and risk implications.
Installer avec Codex ou Claude Copiez ce prompt, collez-le dans Codex, Claude ou un autre assistant, puis laissez-le vérifier la page du skill et l'installer pour vous.
Basé sur la classification professionnelle SOC
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.