illiquid-valuation

name	illiquid-valuation
description	Orchestrate comps, DCF, returns, and unit-economics methods to value private and illiquid holdings with explicit confidence bands.
user-invocable	true

/illiquid-valuation

Produce a decision-grade valuation range for private or illiquid assets.

MCP Tool Map

• Illiquid source-of-truth context: finance-graph.list_assets, finance-graph.list_valuation_observations, finance-graph.get_ownership_graph
• Valuation write path: finance-graph.upsert_asset, finance-graph.set_manual_comp_valuation, finance-graph.record_valuation_observation, finance-graph.refresh_us_property_valuation
• Estate-planning boundary: succession/legal records live in estate-planning; valuation/statement facts remain finance-only in finance-graph
• Holdings context: ghostfolio.account, ghostfolio.portfolio
• Comp and disclosure context: sec-edgar.sec_edgar_company, sec-edgar.sec_edgar_financial, sec-edgar.sec_edgar_filing
• Macro/rates context: market-intel-direct.get_market_snapshot, market-intel-direct.get_fred_series
• Tax impact context: only use household-tax.assess_exact_support if the question reduces to a supported exact household-tax case
• Policy context where material: policy-events.get_federal_rules

Workflow

Step 1: Define Asset and Evidence Set

• Identify stake type, ownership percent, rights, restrictions, and liquidity profile.
• Capture latest financial package and operating KPIs.
• For asset creation/updates, use normalized taxonomy (asset_class_code, asset_subclass_code) and explicit jurisdiction_code + valuation_currency.
• Use RentCast automation only for US properties; use manual comps/marks for India properties.

Step 2: Multi-Method Valuation

Delegate research-intensive valuation methods to the Research Analyst (+ra) via Plane:

• Request comps-analysis for market-based valuation band.
• Request dcf-model for intrinsic valuation band.
• Request returns-analysis for investor-outcome consistency check.
• Request unit-economics where recurring/contracted revenue is material.

Step 3: Synthesize Range

• Combine method outputs into low/base/high range.
• Apply liquidity, governance, concentration, and key-person discounts where justified.
• Record assumptions explicitly.

Step 4: Portfolio and Tax Implications

• Evaluate impact on total household concentration and risk posture.
• Show high-level after-tax implications for hold vs partial liquidity events.

Step 5: Output

• Valuation range with method weights.
• Confidence score and data-quality caveats.
• Top sensitivities and next data requests.