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SkillsMP は hvkshetry/StewardOS から 59 件の skill を収集しています。skill を開くとソースと詳細を確認できます。
収集済み skill 59 件中 40 件を表示しています。
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…
原文の言語: 英語
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.
原文の言語: 英語
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…
原文の言語: 英語
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.
原文の言語: 英語
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…
原文の言語: 英語
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…
原文の言語: 英語
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…
原文の言語: 英語
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…
原文の言語: 英語
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.
原文の言語: 英語
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.
原文の言語: 英語
Analyze current month budget variance, spending trends, anomalies, and savings rate.
原文の言語: 英語
Project household cash position for 30/60/90-day horizons using recurring patterns, scheduled transactions, and known liabilities.
原文の言語: 英語
Build or update a comprehensive household financial plan using integrated net-worth, cashflow, and the reduced exact household-tax surface where supported.
原文の言語: 英語
Build an exact 2025/2026 US+MA quarterly-tax plan using the reduced household-tax exact tool surface.
原文の言語: 英語
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…
原文の言語: 英語
Generate a client-facing portfolio report with performance, risk, allocation, and action items using MCP-first data sources.
原文の言語: 英語
Orchestrate comps, DCF, returns, and unit-economics methods to value private and illiquid holdings with explicit confidence bands.
原文の言語: 英語
Build a tax-aware investment proposal from current household holdings, risk limits, and stated objectives.
原文の言語: 英語
Market open briefing — indices, portfolio snapshot, news, policy events, and calendar.
原文の言語: 英語
Monitor illiquid/private holdings and operating KPIs against plan, with valuation and risk implications.
原文の言語: 英語
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…
原文の言語: 英語
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…
原文の言語: 英語
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules.
原文の言語: 英語
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows.
原文の言語: 英語
Public comparable company valuation — peer selection, multiple derivation, and market-based valuation bands.
原文の言語: 英語
Discounted cash flow valuation with revenue build-up, margin progression, WACC derivation, and sensitivity analysis.
原文の言語: 英語
Morning market snapshot — indices, yields, commodities, VIX, currencies, macro flow, news, filings, and policy context.
原文の言語: 英語
IRR/MOIC scenario analysis for private investments — entry valuation, hold period, exit assumptions, and sensitivity to key drivers.
原文の言語: 英語
Revenue quality and cohort economics diagnostics — LTV/CAC, retention, margin by segment, and recurring revenue analysis.
原文の言語: 英語
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…
原文の言語: 英語
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.
原文の言語: 英語
Morning health check — last night's sleep quality, readiness score, and recovery recommendations.
原文の言語: 英語
Weekly health review — sleep trends, workout adherence across wger/Fitbod/Peloton, nutrition averages, and recovery analysis.
原文の言語: 英語
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.
原文の言語: 英語
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.
原文の言語: 英語
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…
原文の言語: 英語
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.
原文の言語: 英語
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.
原文の言語: 英語
Entity compliance audit — overdue filings, expiring registrations, K-1 status, and state-specific requirements.
原文の言語: 英語
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.
原文の言語: 英語