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Build or update a comprehensive household financial plan using integrated net-worth, cashflow, and the reduced exact household-tax surface where supported.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
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 | financial-planning |
| description | Build or update a comprehensive household financial plan using integrated net-worth, cashflow, and the reduced exact household-tax surface where supported. |
| user-invocable | false |
Use tool-first baselines and the reduced exact household-tax surface where supported. Fail closed when the requested planning case is outside the exact tax engine scope.
actual-budget.analytics(operation="monthly_summary"), actual-budget.analytics(operation="spending_by_category")ghostfolio.portfolio(operation="summary"), ghostfolio.portfolio(operation="dividends")finance-graph.get_net_worth, finance-graph.get_liability_summary, finance-graph.list_liabilitiespaperless.search_documents, paperless.get_documenthousehold-tax.assess_exact_support, household-tax.ingest_return_facts, household-tax.compute_individual_return_exact, household-tax.compute_fiduciary_return_exact, household-tax.plan_individual_safe_harbor, household-tax.plan_fiduciary_safe_harbor, household-tax.compare_trust_distribution_strategiesUS + MA support surface.ingest_return_facts and run the exact return / safe-harbor / trust-distribution tools that fit the case.Always include:
as_of, net worth, cashflow, liabilities)