「portfolio」の検索結果

Prepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed, balance sheet) plus the prior-year tax look-back and that year's tax constants, and cross-checks it against how accounts are titled and beneficiaried at the custodian and portfolio platforms (Schwab, Orion/Addepar, iCapital) — surfacing unfunded trusts, titling mismatches, and beneficiary gaps as a prioritized flags list. The only write is creating advisor-approved follow-up tasks in the CRM (optional, approved first). Never drafts trust language, gives legal advice, retitles an account, or changes a beneficiary. Triggers on "estate brief", "estate meeting brief", "estate and tax brief", "estate plan review for [client]", "check [client]'s trust funding", "are [client]'s beneficiaries up to date", or "does [client]'s estate plan match their accounts".

日本語の概要は準備中です。原文の説明を表示しています。

Prepare a meeting-ready alternative-investments brief for a client, household, IRA, trust, or named account before a review — pulls the alts book from iCapital or Addepar (positions, NAV vs. commitment, called and unfunded amounts, contributions/distributions/subscriptions/redemptions, lockups, and the platform's own IRR/TVPI/DPI/RVPI) and sits it beside the liquid book and IPS target from the connected portfolio system (Orion Connect, Addepar, or Envestnet), then flags cash needed for capital calls, alts % vs. target, concentration, unfunded concentration, and stale as-of data. Cites the source platform on every figure and keeps disclosures on the page. Does not recommend funds, forecast NAVs/IRRs, or simulate allocation changes. Triggers on "alts brief", "/alts-brief", "prep the [client]'s alts review", "what's going on with [client]'s PE/private investments", "how's [client] doing on their alts", or any request to review a household's alternative investment positions before a meeting.

日本語の概要は準備中です。原文の説明を表示しています。

Read a Hyperliquid account from the desk computer - positions and margin, spot balances, open orders including trigger details, fills, funding paid, ledger updates, order status by oid or cloid, historical orders, portfolio history, fee tier and rate-limit budget - with curl and Python SDK examples. Read-only, needs only the account address. Use for sizing inputs, book checks, reconciliation and reviews.

日本語の概要は準備中です。原文の説明を表示しています。

Builds multi-repo context hubs and compiled markdown knowledge maps. Use when profiling repo portfolios or assembling LLM-ready cross-repo knowledge bases.

日本語の概要は準備中です。原文の説明を表示しています。

Router for the ./taskctl portfolio-task lifecycle. Use when creating, updating, triaging, executing, reviewing, or closing RIPDPI tasks, backlog items, bugs, epics, or OpenSpec-backed work.

日本語の概要は準備中です。原文の説明を表示しています。

Select and start the next unblocked RIPDPI portfolio task.

日本語の概要は準備中です。原文の説明を表示しています。

Create a RIPDPI portfolio task and its mdtask or OpenSpec execution scaffold.

日本語の概要は準備中です。原文の説明を表示しています。

Investment screener with pre-built strategies (Dividend Growth, 3-Fund Index, Bond Allocation, REITs, International Diversification, ESG) and custom criteria support. Returns curated ticker lists, allocation models, expected returns, expense ratios, and a recommended portfolio with rebalancing notes. Output saved as FINANCE-SCREEN.md.

日本語の概要は準備中です。原文の説明を表示しています。

Professional PDF financial plan generator. Scans current working directory for FINANCE-*.md files, extracts scores and financial data, then runs the bundled Python ReportLab script to produce a polished, client-ready PDF with cover page, Financial Health Score gauge, score breakdown, cash flow, debt, retirement, portfolio, and prioritized action plan. Output: FINANCE-PLAN.pdf.

日本語の概要は準備中です。原文の説明を表示しています。

Ein evidenzbasiertes, tragfähiges Content-Portfolio für Zielgruppen, Geschäftsziele, Distribution und die real vorhandene Produktionskapazität planen. Nutze diesen Skill für Content-Strategien, Themenfelder, Redaktionspläne und Backlogs, für die Diagnose eines bestehenden Contentbestands, für die Abbildung von Kauf- und Nutzungswegen und für Entscheidungen zu CMS und Governance. Priorisiert offen nach Nachfrage, Aufwand und Evidenz, schützt vor dünnen Massenseiten und benennt Belegklassen. Einzelne Texte schreibt copywriting, die technische Prüfung macht seo-audit.

日本語の概要は準備中です。原文の説明を表示しています。

A C-level strategy advisory board, run as a team of named specialist agents, that takes an executive from a raw strategic question to a defended, board-ready recommendation. Use this skill whenever the user faces a significant business decision or wants strategic analysis — market entry, build-vs-buy, M&A, digital transformation, annual planning, portfolio prioritization, pricing, a big investment, a competitive threat, a turnaround. Trigger on requests like "should we invest in / build / buy / enter…", "develop a strategy for…", "evaluate this opportunity", "make the business case", "stress-test this plan", "run a pre-mortem", or "prepare a board presentation" — in any language, even when the user doesn't say the word "strategy". Also trigger when the user names a board member (Drucker, Porter, Christensen, Graham, Grove, Wack, Taleb, Minto) or asks to convene the board / open a boardroom session.

日本語の概要は準備中です。原文の説明を表示しています。

Geospatial risk modeling including catastrophe models, exposure analysis, and underwriting. Use when assessing spatial risk, building catastrophe models, analyzing exposure/hazard/vulnerability, or computing portfolio risk metrics.

日本語の概要は準備中です。原文の説明を表示しています。

Personal finance assistant for budgeting, savings goals, investment tracking, debt optimization, tax preparation, insurance review, net worth tracking, and financial scenario modeling. Supports multi-currency, bank statement import (CSV/MT940/OFX), and locale-based tax rules. Use for any personal finance question: budget planning, expense tracking, portfolio allocation, FIRE calculations, debt payoff strategies, mortgage comparisons, tax deductions, insurance coverage, retirement planning, and life events with financial impact such as marriage, buying a house, changing jobs, having a baby, or going freelance.

日本語の概要は準備中です。原文の説明を表示しています。

Claim value trending and replacement cost tracking. Triggers: "claim value trending", "replacement cost tracking", "vehicle depreciation for claims", "residual value for insurance", "how fast is the insured vehicle losing value", "pre-loss value trajectory", "depreciation rate for settlement", "value retention for claims", "depreciation curve for total loss", "diminished value over time", "claim reserve adjustment", "portfolio depreciation exposure", "fleet depreciation risk", tracking vehicle depreciation for insurance claims valuation, replacement cost estimation, settlement trending, or reserve adequacy assessment.

日本語の概要は準備中です。原文の説明を表示しています。

Identify coverage gaps in existing insurance portfolios. TRIGGERS - Use when user needs help with coverage-gap-finder related tasks.

日本語の概要は準備中です。原文の説明を表示しています。

Assesses physical and transition climate risk for CRE properties and portfolios. Translates hazard exposure (flood, wind, wildfire, extreme heat, sea level rise) and regulatory/market shifts into financial impacts on NOI, cap rates, insurance costs, and tenant demand. Produces dollar-denominated risk, not abstract hazard scores.

日本語の概要は準備中です。原文の説明を表示しています。

Elite frontend design taste for building, reviewing, and polishing web interfaces. Use whenever the user wants to design, redesign, shape, critique, audit, polish, or improve any UI (landing pages, portfolios, dashboards, product UI, components, forms, onboarding, empty states) or asks to make something look better / premium / modern, fix the styling, add or fix animations, or make a design feel less generic ("AI slop"). Covers typography, color, spacing, layout, visual hierarchy, motion, micro-interactions, component states, accessibility, responsive behavior, UX copy, and anti-pattern detection.

日本語の概要は準備中です。原文の説明を表示しています。

Find companies backed by a specific investor or accelerator, then find contacts and build personalized outbound.

日本語の概要は準備中です。原文の説明を表示しています。

Codified expertise for managing carrier portfolios, negotiating freight rates, tracking carrier performance, allocating freight, and maintaining strategic carrier relationships. Informed by transportation managers with 15+ years experience. Includes scorecarding frameworks, RFP processes, market intelligence, and compliance vetting. Use when managing carriers, negotiating rates, evaluating carrier performance, or building freight strategies.

日本語の概要は準備中です。原文の説明を表示しています。

Step-by-step checklist and best practices for implementing new AI agent tools in the omer-akben portfolio. Use when creating new agent tools, API routes, or extending agent capabilities.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill for ANY financial market, investment, or macro-economic analysis. ALWAYS trigger this skill — do not skip it — when the user asks about: BTC, bitcoin, crypto, gold, silver, oil, stocks, forex, bonds, interest rates, Fed policy, inflation, deflation, stagflation, market structure, trading setups, portfolio allocation, asset allocation, investment strategy, price analysis, market outlook, geopolitics affecting markets, or any question involving "should I buy/sell/hold [any asset]", "what will [asset] do", or "analyze [market/asset]". Apply Genesis Protocol (First Principle + System Thinking) combined with SMC Layer analysis to produce structured insights with explicit scenarios, entry/exit zones, and uncertainty. For non-market strategic thinking, use genesis-mind-strategic-intelligence instead.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill for ANY financial market, investment, or macro-economic analysis. ALWAYS trigger this skill — do not skip it — when the user asks about: BTC, bitcoin, crypto, gold, silver, oil, stocks, forex, bonds, interest rates, Fed policy, inflation, deflation, stagflation, market structure, trading setups, portfolio allocation, asset allocation, investment strategy, price analysis, market outlook, geopolitics affecting markets, or any question involving "should I buy/sell/hold [any asset]", "what will [asset] do", or "analyze [market/asset]". Apply Genesis Protocol (First Principle + System Thinking) combined with SMC Layer analysis to produce structured insights with explicit scenarios, entry/exit zones, and uncertainty. For non-market strategic thinking, use genesis-mind-strategic-intelligence instead.

日本語の概要は準備中です。原文の説明を表示しています。

UI/UX design intelligence. 50 styles, 21 palettes, 50 font pairings, 20 charts, 9 stacks (React, Next.js, Vue, Svelte, SwiftUI, React Native, Flutter, Tailwind, shadcn/ui). Actions: plan, build, create, design, implement, review, fix, improve, optimize, enhance, refactor, check UI/UX code. Projects: website, landing page, dashboard, admin panel, e-commerce, SaaS, portfolio, blog, mobile app, .html, .tsx, .vue, .svelte. Elements: button, modal, navbar, sidebar, card, table, form, chart. Styles: glassmorphism, claymorphism, minimalism, brutalism, neumorphism, bento grid, dark mode, responsive, skeuomorphism, flat design. Topics: color palette, accessibility, animation, layout, typography, font pairing, spacing, hover, shadow, gradient. Integrations: shadcn/ui MCP for component search and examples.

日本語の概要は準備中です。原文の説明を表示しています。

Anti-slop frontend skill for landing pages, portfolios, and redesigns. The agent reads the brief, infers the right design direction, and ships interfaces that do not look templated. Real design systems when applicable, audit-first on redesigns, strict pre-flight check.

日本語の概要は準備中です。原文の説明を表示しています。