Individual skill

wealth-advisory-json

Solve private-wealth advisory tasks that require querying the harness advisory API and returning one JSON object for client planning memos, especially Roth conversion and RMD summaries, ILIT Crummey funding checks, GRAT versus CRAT comparisons, and estate liquidity plans. Use this whenever the prompt mentions a client ID, `API_BASE`, source documents, custodian exports, tax policy constants, RMD factors, or an answer template for a structured advisory memo.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_008/fewshot/opencode/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 · 4,864 bytes
SKILL.mdcore · 4,864 bytes
SKILL.mdcore · 4,864 bytes
SKILL.mdcore · 4,864 bytes
SKILL.mdcore · 4,864 bytes
SKILL.mdcore · 4,864 bytes

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# Wealth Advisory JSON

Use this skill for the staged advisory bundle. The job is to find the controlling facts, compute the requested values, and return the exact JSON object the template asks for. Do not write prose outside the JSON.

## Workflow

1. Read the prompt, request memo, and answer template together. Treat the template as the schema contract.
2. Query `API_BASE` for the client record and the relevant advisory tables:
   - `/api/clients/{client_id}`
   - `/api/source-documents`
   - `/api/retirement-accounts`
   - `/api/life-insurance`
   - `/api/trust-candidates`
   - `/api/policies/tax`