Individual skill
wealth-advisory-planner
Prepare structured private-wealth advisory JSON outputs for tax, retirement, estate, and insurance planning engagements. Use this skill whenever the task involves a private wealth advisory team, client planning outputs, Roth conversions, RMD projections, ILIT Crummey funding, GRAT/CRAT comparisons, estate liquidity action plans, or any structured advisory JSON with API-backed client data. Also use it when the task mentions advisory API base URLs, client IDs like CLT-XXXX, or an advisor request memo.
experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_008/fewshot/opencode/fewshot_attempt_02/SKILL.md
Source commit 5082a777379156a048881e94940d640702e5e09a
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- Not checked yet
- Last checked
- Nov 6, 2026
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- 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.
- agent Repository topic
- ai Repository topic
- benchmark Repository topic
- llm Repository topic
- self-evolving Repository topic
- self-learning Repository topic
- skills Repository topic
- finance Derived category
- data Derived category
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SKILL.mdcore · 5,377 bytesSKILL.mdcore · 5,377 bytesSKILL.mdcore · 5,377 bytesSKILL.mdcore · 5,377 bytesSKILL.mdcore · 5,377 bytesSKILL.mdcore · 5,377 bytesreferences/api-reference.mddoc · 4,940 bytesreferences/enums.mddoc · 7,167 bytesreferences/formulas.mddoc · 5,280 bytesreferences/source-resolution.mddoc · 3,455 bytesscripts/compute.pyruns · 15,859 bytes
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# Wealth Advisory Planning
This skill produces structured JSON for private wealth advisory engagements covering Roth conversions, ILIT Crummey funding, trust comparisons, and estate liquidity planning. All data comes from a task-group advisory API; no local computation can replace API lookups.
## High-level workflow
1. Parse the request memo for `client_id`, engagement type, and planning horizon.
2. Read the `answer_template.json` in the task payloads to know the exact output schema.
3. Query the advisory API for all relevant data endpoints.
4. Resolve conflicting source records using the priority rules below.
5. Compute numeric outputs using the formulas in [references/formulas.md](references/formulas.md).
6. Select enum values using the decision logic in [references/enums.md](references/enums.md).
7. Return a single JSON object matching the template; no prose outside the JSON.
