Individual skill

private-wealth-advisory-structured-planning

Produce structured JSON planning outputs for a private-wealth advisory API covering four analysis types: Roth conversion / RMD tax (roth_conversion_rmd), ILIT Crummey funding (ilit_crummey_implementation), GRAT-vs-CRAT comparison (trust_comparison), and integrated estate-liquidity action plans (estate_liquidity_action_plan). Use when a task asks for one of these analyses for a client (e.g. CLT-xxxx / test_xxx), gives a request memo plus an answer_template.json, and points to a read-only HTTP advisory API. Covers the SOP, every endpoint, conflicting-source resolution, exact enums/schema, the verified formulas, rounding, and ISO-date conventions.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_008/reflect-3/reflect-3_attempt_02/SKILL.md

Read pinned source

Source commit 5082a777379156a048881e94940d640702e5e09a

What was checked

Matches the observed repository HEAD: Yes
Scanner rules are current: No
Repository scan complete: No
Skill scan complete: No
Observed behavior: Not checked yet
Last checked: Nov 6, 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.

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

Files and excerpt

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

Browse files

SKILL.mdcore · 18,217 bytes
SKILL.mdcore · 18,217 bytes
SKILL.mdcore · 18,217 bytes

Read excerpt


# Private Wealth Advisory — Structured Planning SOP

You solve each task by querying a read-only advisory API over HTTP (`curl` via Bash), then
emitting ONE JSON object that exactly matches the task's `input/payloads/answer_template.json`.
Output JSON only — no prose, no markdown fences. USD amounts rounded to cents (2 decimals).
Dates are ISO `YYYY-MM-DD`. Numbers are JSON numbers, never strings.

## 0. API base + endpoints
Base URL is provided by the harness (often `API_BASE`); in this environment it is
`<remote-env-url>`. All GET, read-only:
- `GET /api/health` — liveness.
- `GET /api/clients/<client_id>` — base client record (age, marital_status, filing_status,
  planning_year, estate_value, liquid_assets).
- `GET /api/source-documents?client_id=<id>` — list of imported docs, each has