菜单
Morning market snapshot — indices, yields, commodities, VIX, currencies, macro flow, news, filings, and policy context.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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 | market-briefing |
| description | Morning market snapshot — indices, yields, commodities, VIX, currencies, macro flow, news, filings, and policy context. |
| user-invocable | true |
Produce a concise, scannable market briefing covering current conditions and key developments.
market-intel-direct.get_market_snapshotmarket-intel-direct.get_cftc_cot_snapshot, market-intel-direct.get_macro_release_calendarmarket-intel-direct.search_market_newssec-edgar.sec_edgar_filing, sec-edgar.sec_edgar_insiderpolicy-events.get_recent_bills, policy-events.get_federal_rulesPresent as a concise, scannable briefing. Prioritize actionable information.
Total target: readable in under 3 minutes.