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Separate AUM growth into net new flows vs market and compute the organic growth rate. Reach for this on a growth question.
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Route everyday, well-defined work (single-file edits, test-writing, summarization, mechanical refactors, boilerplate) to a cheaper coding agent (Grok or Copilot CLI) instead of doing it in the main Claude session, escalating multi-file/architecture/debugging/security work to Claude. Opt-in via the `cheap_lane:` comfort-posture knob.
Authors, validates and packages a claude.ai Organization Skill — the intake questions, the trigger and scope exercises, then lint, pack and verify against measured platform constraints. Reach for this when someone wants to publish a Skill to their organization, or when an upload was rejected and the reason is unclear.
Drafts a reply to an inbound customer email, grounded in the account record and the published help-centre articles rather than in recall. Use when a customer emails about billing, a renewal or an outage, when a reply must cite current policy, or when a teammate asks for a first draft to edit.
| name | decompose-aum-growth |
| description | Separate AUM growth into net new flows vs market and compute the organic growth rate. Reach for this on a growth question. |
A bull market can hide an organically shrinking practice (§3 #1 #7).
Beginning AUM, ending AUM, net new flows, withdrawals.
AUM growth − net new flows = market via riaops_calc.py aum-revenue (§3 #1).
Net new flows ÷ beginning AUM — the real health metric (§3 #7).
Strip market; organic growth is what survives a drawdown (§3 #7).
An AUM bridge separating net-new-vs-market with the organic growth rate. Traverse Tree 1 in the decision-trees file.