Menu

Individual skill

alts-brief

0upvotes

Prepare a meeting-ready alternative-investments brief for a client, household, IRA, trust, or named account before a review: pulls the alts book from the alts platforms, iCapital, Addepar and CAIS (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 portfolio platform (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. 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.

skills/alts-brief/SKILL.md

Read pinned source

Source commit 0ceaf1ff51be94415f5e0a8ccae81b5eb20e55b7

What was checked

Matches the observed repository HEAD
Yes
Scanner rules are current
Yes
Repository scan complete
No
Skill scan complete
No
Observed behavior
Instructions only
Last checked
Nov 11, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

Install this skill

Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.

An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.

Repository context

Repository stars (not skill ratings)
148
Repository last updated
Nov 2, 2026
License
Apache-2.0

Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.

Files and excerpt

File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.

Browse files
Read excerpt

# Alts Brief

Give an advisor a clear, meeting-ready read on a household's alternative investments: what's on platform, how it's tracking against their goals, and what needs attention — sitting alongside the liquid book so the advisor can see the whole household, not just the alts sleeve in isolation.

## Inputs

Required: **client/household name**. Optional: an as-of/cutoff date if the advisor wants the "recent activity" portion of the brief anchored to a specific date rather than "latest available" (default: since the last brief, or trailing 12 months if this is the first one), and a specific fund or manager to focus on if they only want part of the book.

**Identity grain:** alts are frequently held at a level *below* the household — an IRA, a trust, a single person, or one named account. Take the advisor's grain literally: "the Harrington IRA," "the Whitmore Trust," "Robert Harrington," or "the Northgate account" each mean that entity, not the whole household. Don't silently widen a named account up to its household, and don't narrow a household down to one account.

**Disambiguation rule:** never proceed on a name match alone, the same as every other skill in this plugin — if more than one client, household, or account matches the name, show the candidates and ask which one before building anything on it. This skill reads no CRM, so the matching happens in the reads: dispatch them on the name and grain as the advisor gave them, and a read that finds several candidates or a different household returns `IDENTITY MISMATCH` with what it saw — that is when you show the candidates and ask. Never call a platform's tools yourself to check the name first: that call is a read, and reads are dispatched (Data Gathering below). Where no read matched the name — nothing connected, or nothing found — say in the brief that the name and grain are as the advisor gave them.

Once you have the name and grain, **pull the alts book and the liquid/IPS picture in parallel** (Steps 1 and 2) — one missing source degrades only its own section, never the other. Before starting, tell the advisor what you're gathering and why, so a slow multi-source pull doesn't look like a silent hang. And once the client and grain are known, don't ask "should I start?" — narrate what you're doing and go; the approval gates here are the format conversion at the end and the /compliance recommendation, not permission to begin.
Back to top