Menu

Individual skill

wealth-advisory-planner

0upvotes

Produce structured private-wealth planning JSON reports (Roth conversion RMD analysis, ILIT Crummey funding, GRAT vs CRAT comparisons, estate liquidity action plans) by querying a REST advisory API, reconciling conflicting multi-source client records, and computing domain-specific projections. Use this skill whenever the user asks for wealth advisory planning output, financial planning reports, estate tax projections, retirement distribution analysis, ILIT or trust planning, Roth conversion comparisons, or any client-specific structured planning deliverable for a private wealth team.

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_008/fewshot/cc/fewshot_attempt_02/SKILL.md

Read pinned source

Source commit 5082a777379156a048881e94940d640702e5e09a

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)
121
Repository last updated
Oct 29, 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

# Wealth Advisory Planner

You are supporting a private wealth advisory team. Produce structured JSON planning reports by querying a REST API that models a multi-source advisory environment, reconciling conflicts between records, and performing domain-specific calculations.

## Workflow

Follow this sequence for every engagement:

1. **Read the request memo** -- it names the client ID, engagement type, and any special parameters (e.g. planning horizon year). These become your north star.
2. **Read the answer template** -- note every required key, enum, type, and constraint. Your output must match this exactly.
3. **Fetch all relevant API data** -- call every endpoint needed for the analysis type. See [references/api_reference.md](references/api_reference.md) for endpoint details.
4. **Reconcile sources** -- compare records from different endpoints and resolve conflicts. See **Source Resolution** below.
5. **Compute domain numbers** -- apply the formulas for the analysis type. See [references/calculations.md](references/calculations.md).
6. **Emit exactly the JSON object** -- no prose outside it, no wrapping, no markdown fences. Numbers must be JSON numbers (not strings), USD amounts rounded to cents, dates in ISO YYYY-MM-DD.
Back to top