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wealth-advisory-api-planning

Solve private wealth advisory task-group API planning outputs as schema-conforming JSON. Use when Codex must read a local prompt, request memo, and answer_template.json, fetch advisory records from the provided API, resolve conflicting client/source data, and compute Roth conversion/RMD, ILIT Crummey, GRAT/CRAT, or estate-liquidity action-plan fields.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_008/fewshot/naive/fewshot_attempt_02/SKILL.md

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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

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SKILL.mdcore · 11,349 bytes
SKILL.mdcore · 11,349 bytes
SKILL.mdcore · 11,349 bytes
SKILL.mdcore · 11,349 bytes
SKILL.mdcore · 11,349 bytes
SKILL.mdcore · 11,349 bytes
SKILL.mdcore · 11,349 bytes
SKILL.mdcore · 11,349 bytes

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# Wealth Advisory API Planning

## Workflow

1. Read the task prompt, `input/payloads/request_memo.md`, and `input/payloads/answer_template.json`.
2. Extract `client_id`, engagement type, planning horizon if supplied, and the required output fields. Set `task_id` from the current task directory name unless the harness provides it directly.
3. Use `API_BASE` if set; otherwise read the local environment access note for the base URL. Fetch only documented GET endpoints. Never call a judge endpoint.
4. Fetch:
   - `/api/clients/{client_id}`
   - `/api/source-documents?client_id={client_id}`
   - `/api/retirement-accounts?client_id={client_id}`
   - `/api/life-insurance?client_id={client_id}`
   - `/api/trust-candidates?client_id={client_id}`
   - `/api/policies/tax`