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Project household cash position for 30/60/90-day horizons using recurring patterns, scheduled transactions, and known liabilities.
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SOC 職業分類に基づく
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 | cash-forecast |
| description | Project household cash position for 30/60/90-day horizons using recurring patterns, scheduled transactions, and known liabilities. |
| user-invocable | true |
Project the household's cash position over 30, 60, and 90-day horizons using recurring patterns, scheduled transactions, and liability obligations.
actual-budget.analytics(operation="monthly_summary"), actual-budget.analytics(operation="spending_by_category")actual-budget.scheduleactual-budget.analytics(operation="balance_history"), actual-budget.accountfinance-graph.list_liabilities, finance-graph.generate_liability_amortization, finance-graph.get_liability_summaryscripts/forecast_builder.py — driver-based 13-week rolling cash flow projection with scenario modeling; feed it actual-budget.analytics historical data and finance-graph liability scheduleAlways include:
as_of timestamp