From 601f1b013313925af1b59f343ff62e2d4f5cf5af Mon Sep 17 00:00:00 2001 From: Musab M Khalif <255964639+mkhalif-xyz@users.noreply.github.com> Date: Tue, 12 May 2026 03:26:49 -0500 Subject: [PATCH] fix(skills): add YAML frontmatter delimiters to 29 SKILL.md files 29 skills across private-equity, equity-research, investment-banking, and wealth-management plugins were shipping without YAML frontmatter delimiters. The files opened with a Markdown heading followed by a literal "description:" line in the body, so Claude Code could not reliably index name/description and the skills did not auto-trigger. This commit wraps the existing name (derived from the directory) and description in proper "---" delimiters and removes the in-body description line. No semantic content changes. scripts/sync-agent-skills.py then propagated the fix into 12 bundled copies under agent-plugins/. scripts/check.py passes. Affected verticals: - private-equity (10): ai-readiness, dd-checklist, dd-meeting-prep, deal-screening, deal-sourcing, ic-memo, portfolio-monitoring, returns-analysis, unit-economics, value-creation-plan - equity-research (7): catalyst-calendar, earnings-preview, idea-generation, model-update, morning-note, sector-overview, thesis-tracker - investment-banking (6): buyer-list, cim-builder, deal-tracker, merger-model, process-letter, teaser - wealth-management (6): client-report, client-review, financial-plan, investment-proposal, portfolio-rebalance, tax-loss-harvesting Co-Authored-By: Claude Opus 4.7 (1M context) --- .../earnings-reviewer/skills/earnings-preview/SKILL.md | 7 +++++-- .../earnings-reviewer/skills/model-update/SKILL.md | 7 +++++-- .../earnings-reviewer/skills/morning-note/SKILL.md | 7 +++++-- .../market-researcher/skills/idea-generation/SKILL.md | 7 +++++-- .../market-researcher/skills/sector-overview/SKILL.md | 7 +++++-- .../meeting-prep-agent/skills/client-report/SKILL.md | 7 +++++-- .../meeting-prep-agent/skills/client-review/SKILL.md | 7 +++++-- .../meeting-prep-agent/skills/investment-proposal/SKILL.md | 7 +++++-- .../pitch-agent/skills/sector-overview/SKILL.md | 7 +++++-- .../valuation-reviewer/skills/ic-memo/SKILL.md | 7 +++++-- .../skills/portfolio-monitoring/SKILL.md | 7 +++++-- .../valuation-reviewer/skills/returns-analysis/SKILL.md | 7 +++++-- .../equity-research/skills/catalyst-calendar/SKILL.md | 7 +++++-- .../equity-research/skills/earnings-preview/SKILL.md | 7 +++++-- .../equity-research/skills/idea-generation/SKILL.md | 7 +++++-- .../equity-research/skills/model-update/SKILL.md | 7 +++++-- .../equity-research/skills/morning-note/SKILL.md | 7 +++++-- .../equity-research/skills/sector-overview/SKILL.md | 7 +++++-- .../equity-research/skills/thesis-tracker/SKILL.md | 7 +++++-- .../investment-banking/skills/buyer-list/SKILL.md | 7 +++++-- .../investment-banking/skills/cim-builder/SKILL.md | 7 +++++-- .../investment-banking/skills/deal-tracker/SKILL.md | 7 +++++-- .../investment-banking/skills/merger-model/SKILL.md | 7 +++++-- .../investment-banking/skills/process-letter/SKILL.md | 7 +++++-- .../investment-banking/skills/teaser/SKILL.md | 7 +++++-- .../private-equity/skills/ai-readiness/SKILL.md | 7 +++++-- .../private-equity/skills/dd-checklist/SKILL.md | 7 +++++-- .../private-equity/skills/dd-meeting-prep/SKILL.md | 7 +++++-- .../private-equity/skills/deal-screening/SKILL.md | 7 +++++-- .../private-equity/skills/deal-sourcing/SKILL.md | 7 +++++-- .../private-equity/skills/ic-memo/SKILL.md | 7 +++++-- .../private-equity/skills/portfolio-monitoring/SKILL.md | 7 +++++-- .../private-equity/skills/returns-analysis/SKILL.md | 7 +++++-- .../private-equity/skills/unit-economics/SKILL.md | 7 +++++-- .../private-equity/skills/value-creation-plan/SKILL.md | 7 +++++-- .../wealth-management/skills/client-report/SKILL.md | 7 +++++-- .../wealth-management/skills/client-review/SKILL.md | 7 +++++-- .../wealth-management/skills/financial-plan/SKILL.md | 7 +++++-- .../wealth-management/skills/investment-proposal/SKILL.md | 7 +++++-- .../wealth-management/skills/portfolio-rebalance/SKILL.md | 7 +++++-- .../wealth-management/skills/tax-loss-harvesting/SKILL.md | 7 +++++-- 41 files changed, 205 insertions(+), 82 deletions(-) diff --git a/plugins/agent-plugins/earnings-reviewer/skills/earnings-preview/SKILL.md b/plugins/agent-plugins/earnings-reviewer/skills/earnings-preview/SKILL.md index 1f83e6b9..bc04c907 100644 --- a/plugins/agent-plugins/earnings-reviewer/skills/earnings-preview/SKILL.md +++ b/plugins/agent-plugins/earnings-reviewer/skills/earnings-preview/SKILL.md @@ -1,6 +1,9 @@ -# Earnings Preview +--- +name: earnings-preview +description: "Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on \"earnings preview\", \"what to watch for [company] earnings\", \"pre-earnings\", \"earnings setup\", or \"preview Q[X] for [company]\"." +--- -description: Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]". +# Earnings Preview ## Workflow diff --git a/plugins/agent-plugins/earnings-reviewer/skills/model-update/SKILL.md b/plugins/agent-plugins/earnings-reviewer/skills/model-update/SKILL.md index 8f12fa88..4e2e9c01 100644 --- a/plugins/agent-plugins/earnings-reviewer/skills/model-update/SKILL.md +++ b/plugins/agent-plugins/earnings-reviewer/skills/model-update/SKILL.md @@ -1,6 +1,9 @@ -# Model Update +--- +name: model-update +description: "Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on \"update model\", \"plug earnings\", \"refresh estimates\", \"update numbers for [company]\", \"new guidance\", or \"revise estimates\"." +--- -description: Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates". +# Model Update ## Workflow diff --git a/plugins/agent-plugins/earnings-reviewer/skills/morning-note/SKILL.md b/plugins/agent-plugins/earnings-reviewer/skills/morning-note/SKILL.md index c2241047..23782e45 100644 --- a/plugins/agent-plugins/earnings-reviewer/skills/morning-note/SKILL.md +++ b/plugins/agent-plugins/earnings-reviewer/skills/morning-note/SKILL.md @@ -1,6 +1,9 @@ -# Morning Note +--- +name: morning-note +description: "Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on \"morning note\", \"morning meeting\", \"what happened overnight\", \"trade idea\", \"morning call prep\", or \"daily note\"." +--- -description: Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note". +# Morning Note ## Workflow diff --git a/plugins/agent-plugins/market-researcher/skills/idea-generation/SKILL.md b/plugins/agent-plugins/market-researcher/skills/idea-generation/SKILL.md index aaf09964..17d3094d 100644 --- a/plugins/agent-plugins/market-researcher/skills/idea-generation/SKILL.md +++ b/plugins/agent-plugins/market-researcher/skills/idea-generation/SKILL.md @@ -1,6 +1,9 @@ -# Idea Generation +--- +name: idea-generation +description: "Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on \"idea generation\", \"stock screen\", \"find ideas\", \"what looks interesting\", \"screen for\", \"new ideas\", or \"pitch me something\"." +--- -description: Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something". +# Idea Generation ## Workflow diff --git a/plugins/agent-plugins/market-researcher/skills/sector-overview/SKILL.md b/plugins/agent-plugins/market-researcher/skills/sector-overview/SKILL.md index 459d26f1..a62ba5d4 100644 --- a/plugins/agent-plugins/market-researcher/skills/sector-overview/SKILL.md +++ b/plugins/agent-plugins/market-researcher/skills/sector-overview/SKILL.md @@ -1,6 +1,9 @@ -# Sector Overview +--- +name: sector-overview +description: "Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on \"sector overview\", \"industry report\", \"market landscape\", \"sector analysis\", \"industry deep dive\", or \"thematic research\"." +--- -description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research". +# Sector Overview ## Workflow diff --git a/plugins/agent-plugins/meeting-prep-agent/skills/client-report/SKILL.md b/plugins/agent-plugins/meeting-prep-agent/skills/client-report/SKILL.md index 772ae9dd..d9670427 100644 --- a/plugins/agent-plugins/meeting-prep-agent/skills/client-report/SKILL.md +++ b/plugins/agent-plugins/meeting-prep-agent/skills/client-report/SKILL.md @@ -1,6 +1,9 @@ -# Client Report +--- +name: client-report +description: "Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on \"client report\", \"performance report\", \"quarterly report for [client]\", \"generate reports\", or \"client statement\"." +--- -description: Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement". +# Client Report ## Workflow diff --git a/plugins/agent-plugins/meeting-prep-agent/skills/client-review/SKILL.md b/plugins/agent-plugins/meeting-prep-agent/skills/client-review/SKILL.md index 178dc89f..751ba96c 100644 --- a/plugins/agent-plugins/meeting-prep-agent/skills/client-review/SKILL.md +++ b/plugins/agent-plugins/meeting-prep-agent/skills/client-review/SKILL.md @@ -1,6 +1,9 @@ -# Client Review Prep +--- +name: client-review +description: "Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on \"client review\", \"meeting prep for [client]\", \"quarterly review\", \"prep for [client name]\", or \"client meeting\"." +--- -description: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting". +# Client Review Prep ## Workflow diff --git a/plugins/agent-plugins/meeting-prep-agent/skills/investment-proposal/SKILL.md b/plugins/agent-plugins/meeting-prep-agent/skills/investment-proposal/SKILL.md index 088c7a1f..85f7ed9b 100644 --- a/plugins/agent-plugins/meeting-prep-agent/skills/investment-proposal/SKILL.md +++ b/plugins/agent-plugins/meeting-prep-agent/skills/investment-proposal/SKILL.md @@ -1,6 +1,9 @@ -# Investment Proposal +--- +name: investment-proposal +description: "Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on \"investment proposal\", \"prospect presentation\", \"pitch new client\", \"proposal for [client]\", or \"new client presentation\"." +--- -description: Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation". +# Investment Proposal ## Workflow diff --git a/plugins/agent-plugins/pitch-agent/skills/sector-overview/SKILL.md b/plugins/agent-plugins/pitch-agent/skills/sector-overview/SKILL.md index 459d26f1..a62ba5d4 100644 --- a/plugins/agent-plugins/pitch-agent/skills/sector-overview/SKILL.md +++ b/plugins/agent-plugins/pitch-agent/skills/sector-overview/SKILL.md @@ -1,6 +1,9 @@ -# Sector Overview +--- +name: sector-overview +description: "Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on \"sector overview\", \"industry report\", \"market landscape\", \"sector analysis\", \"industry deep dive\", or \"thematic research\"." +--- -description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research". +# Sector Overview ## Workflow diff --git a/plugins/agent-plugins/valuation-reviewer/skills/ic-memo/SKILL.md b/plugins/agent-plugins/valuation-reviewer/skills/ic-memo/SKILL.md index d0491a4a..49b52692 100644 --- a/plugins/agent-plugins/valuation-reviewer/skills/ic-memo/SKILL.md +++ b/plugins/agent-plugins/valuation-reviewer/skills/ic-memo/SKILL.md @@ -1,6 +1,9 @@ -# Investment Committee Memo +--- +name: ic-memo +description: "Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on \"write IC memo\", \"investment committee memo\", \"deal write-up\", \"prepare IC materials\", or \"recommendation memo\"." +--- -description: Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo". +# Investment Committee Memo ## Workflow diff --git a/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/SKILL.md b/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/SKILL.md index 89111313..4ff128f4 100644 --- a/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/SKILL.md +++ b/plugins/agent-plugins/valuation-reviewer/skills/portfolio-monitoring/SKILL.md @@ -1,6 +1,9 @@ -# Portfolio Monitoring +--- +name: portfolio-monitoring +description: "Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on \"review portfolio company\", \"monthly financials\", \"how is [company] performing\", \"covenant check\", or \"portfolio update\"." +--- -description: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update". +# Portfolio Monitoring ## Workflow diff --git a/plugins/agent-plugins/valuation-reviewer/skills/returns-analysis/SKILL.md b/plugins/agent-plugins/valuation-reviewer/skills/returns-analysis/SKILL.md index a7d26224..37c95500 100644 --- a/plugins/agent-plugins/valuation-reviewer/skills/returns-analysis/SKILL.md +++ b/plugins/agent-plugins/valuation-reviewer/skills/returns-analysis/SKILL.md @@ -1,6 +1,9 @@ -# Returns Analysis +--- +name: returns-analysis +description: "Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on \"returns analysis\", \"IRR sensitivity\", \"MOIC table\", \"what's the return at\", \"model the returns\", or \"back of the envelope\"." +--- -description: Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope". +# Returns Analysis ## Workflow diff --git a/plugins/vertical-plugins/equity-research/skills/catalyst-calendar/SKILL.md b/plugins/vertical-plugins/equity-research/skills/catalyst-calendar/SKILL.md index e1d5b9e5..1b364bd0 100644 --- a/plugins/vertical-plugins/equity-research/skills/catalyst-calendar/SKILL.md +++ b/plugins/vertical-plugins/equity-research/skills/catalyst-calendar/SKILL.md @@ -1,6 +1,9 @@ -# Catalyst Calendar +--- +name: catalyst-calendar +description: "Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on \"catalyst calendar\", \"upcoming events\", \"what's coming up\", \"earnings calendar\", \"event calendar\", or \"catalyst tracker\"." +--- -description: Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker". +# Catalyst Calendar ## Workflow diff --git a/plugins/vertical-plugins/equity-research/skills/earnings-preview/SKILL.md b/plugins/vertical-plugins/equity-research/skills/earnings-preview/SKILL.md index 1f83e6b9..bc04c907 100644 --- a/plugins/vertical-plugins/equity-research/skills/earnings-preview/SKILL.md +++ b/plugins/vertical-plugins/equity-research/skills/earnings-preview/SKILL.md @@ -1,6 +1,9 @@ -# Earnings Preview +--- +name: earnings-preview +description: "Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on \"earnings preview\", \"what to watch for [company] earnings\", \"pre-earnings\", \"earnings setup\", or \"preview Q[X] for [company]\"." +--- -description: Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]". +# Earnings Preview ## Workflow diff --git a/plugins/vertical-plugins/equity-research/skills/idea-generation/SKILL.md b/plugins/vertical-plugins/equity-research/skills/idea-generation/SKILL.md index aaf09964..17d3094d 100644 --- a/plugins/vertical-plugins/equity-research/skills/idea-generation/SKILL.md +++ b/plugins/vertical-plugins/equity-research/skills/idea-generation/SKILL.md @@ -1,6 +1,9 @@ -# Idea Generation +--- +name: idea-generation +description: "Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on \"idea generation\", \"stock screen\", \"find ideas\", \"what looks interesting\", \"screen for\", \"new ideas\", or \"pitch me something\"." +--- -description: Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something". +# Idea Generation ## Workflow diff --git a/plugins/vertical-plugins/equity-research/skills/model-update/SKILL.md b/plugins/vertical-plugins/equity-research/skills/model-update/SKILL.md index 8f12fa88..4e2e9c01 100644 --- a/plugins/vertical-plugins/equity-research/skills/model-update/SKILL.md +++ b/plugins/vertical-plugins/equity-research/skills/model-update/SKILL.md @@ -1,6 +1,9 @@ -# Model Update +--- +name: model-update +description: "Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on \"update model\", \"plug earnings\", \"refresh estimates\", \"update numbers for [company]\", \"new guidance\", or \"revise estimates\"." +--- -description: Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates". +# Model Update ## Workflow diff --git a/plugins/vertical-plugins/equity-research/skills/morning-note/SKILL.md b/plugins/vertical-plugins/equity-research/skills/morning-note/SKILL.md index c2241047..23782e45 100644 --- a/plugins/vertical-plugins/equity-research/skills/morning-note/SKILL.md +++ b/plugins/vertical-plugins/equity-research/skills/morning-note/SKILL.md @@ -1,6 +1,9 @@ -# Morning Note +--- +name: morning-note +description: "Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on \"morning note\", \"morning meeting\", \"what happened overnight\", \"trade idea\", \"morning call prep\", or \"daily note\"." +--- -description: Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note". +# Morning Note ## Workflow diff --git a/plugins/vertical-plugins/equity-research/skills/sector-overview/SKILL.md b/plugins/vertical-plugins/equity-research/skills/sector-overview/SKILL.md index 459d26f1..a62ba5d4 100644 --- a/plugins/vertical-plugins/equity-research/skills/sector-overview/SKILL.md +++ b/plugins/vertical-plugins/equity-research/skills/sector-overview/SKILL.md @@ -1,6 +1,9 @@ -# Sector Overview +--- +name: sector-overview +description: "Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on \"sector overview\", \"industry report\", \"market landscape\", \"sector analysis\", \"industry deep dive\", or \"thematic research\"." +--- -description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research". +# Sector Overview ## Workflow diff --git a/plugins/vertical-plugins/equity-research/skills/thesis-tracker/SKILL.md b/plugins/vertical-plugins/equity-research/skills/thesis-tracker/SKILL.md index 5ac26534..66854b6d 100644 --- a/plugins/vertical-plugins/equity-research/skills/thesis-tracker/SKILL.md +++ b/plugins/vertical-plugins/equity-research/skills/thesis-tracker/SKILL.md @@ -1,6 +1,9 @@ -# Thesis Tracker +--- +name: thesis-tracker +description: "Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on \"update thesis for [company]\", \"is my thesis still intact\", \"thesis check\", \"add data point to [company]\", or \"review my positions\"." +--- -description: Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions". +# Thesis Tracker ## Workflow diff --git a/plugins/vertical-plugins/investment-banking/skills/buyer-list/SKILL.md b/plugins/vertical-plugins/investment-banking/skills/buyer-list/SKILL.md index 0f13c549..284a9783 100644 --- a/plugins/vertical-plugins/investment-banking/skills/buyer-list/SKILL.md +++ b/plugins/vertical-plugins/investment-banking/skills/buyer-list/SKILL.md @@ -1,6 +1,9 @@ -# Buyer List +--- +name: buyer-list +description: "Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on \"buyer list\", \"buyer universe\", \"potential acquirers\", \"who would buy this\", \"strategic buyers\", or \"financial sponsors\"." +--- -description: Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors". +# Buyer List ## Workflow diff --git a/plugins/vertical-plugins/investment-banking/skills/cim-builder/SKILL.md b/plugins/vertical-plugins/investment-banking/skills/cim-builder/SKILL.md index a59673f5..94272b3b 100644 --- a/plugins/vertical-plugins/investment-banking/skills/cim-builder/SKILL.md +++ b/plugins/vertical-plugins/investment-banking/skills/cim-builder/SKILL.md @@ -1,6 +1,9 @@ -# CIM Builder +--- +name: cim-builder +description: "Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on \"CIM\", \"confidential information memorandum\", \"offering memorandum\", \"info memo\", \"draft CIM\", or \"sell-side materials\"." +--- -description: Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials". +# CIM Builder ## Workflow diff --git a/plugins/vertical-plugins/investment-banking/skills/deal-tracker/SKILL.md b/plugins/vertical-plugins/investment-banking/skills/deal-tracker/SKILL.md index bd0d1039..0e7e4172 100644 --- a/plugins/vertical-plugins/investment-banking/skills/deal-tracker/SKILL.md +++ b/plugins/vertical-plugins/investment-banking/skills/deal-tracker/SKILL.md @@ -1,6 +1,9 @@ -# Deal Tracker +--- +name: deal-tracker +description: "Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on \"deal tracker\", \"deal status\", \"where are we on\", \"process update\", \"deal pipeline\", or \"weekly deal review\"." +--- -description: Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review". +# Deal Tracker ## Workflow diff --git a/plugins/vertical-plugins/investment-banking/skills/merger-model/SKILL.md b/plugins/vertical-plugins/investment-banking/skills/merger-model/SKILL.md index 304bd0ef..548acad8 100644 --- a/plugins/vertical-plugins/investment-banking/skills/merger-model/SKILL.md +++ b/plugins/vertical-plugins/investment-banking/skills/merger-model/SKILL.md @@ -1,6 +1,9 @@ -# Merger Model +--- +name: merger-model +description: "Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on \"merger model\", \"accretion dilution\", \"M&A model\", \"pro forma EPS\", \"merger consequences\", or \"deal impact analysis\"." +--- -description: Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis". +# Merger Model ## Workflow diff --git a/plugins/vertical-plugins/investment-banking/skills/process-letter/SKILL.md b/plugins/vertical-plugins/investment-banking/skills/process-letter/SKILL.md index f1bb018a..2619a791 100644 --- a/plugins/vertical-plugins/investment-banking/skills/process-letter/SKILL.md +++ b/plugins/vertical-plugins/investment-banking/skills/process-letter/SKILL.md @@ -1,6 +1,9 @@ -# Process Letter +--- +name: process-letter +description: "Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics. Triggers on \"process letter\", \"bid instructions\", \"IOI letter\", \"bid procedures\", \"final round letter\", or \"management meeting invite\"." +--- -description: Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics. Triggers on "process letter", "bid instructions", "IOI letter", "bid procedures", "final round letter", or "management meeting invite". +# Process Letter ## Workflow diff --git a/plugins/vertical-plugins/investment-banking/skills/teaser/SKILL.md b/plugins/vertical-plugins/investment-banking/skills/teaser/SKILL.md index 5d8e360f..1bdf7dbc 100644 --- a/plugins/vertical-plugins/investment-banking/skills/teaser/SKILL.md +++ b/plugins/vertical-plugins/investment-banking/skills/teaser/SKILL.md @@ -1,6 +1,9 @@ -# Teaser +--- +name: teaser +description: "Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on \"teaser\", \"blind teaser\", \"anonymous profile\", \"one-pager for process\", or \"draft teaser for sell-side\"." +--- -description: Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser for sell-side". +# Teaser ## Workflow diff --git a/plugins/vertical-plugins/private-equity/skills/ai-readiness/SKILL.md b/plugins/vertical-plugins/private-equity/skills/ai-readiness/SKILL.md index 2e559204..e3decd34 100644 --- a/plugins/vertical-plugins/private-equity/skills/ai-readiness/SKILL.md +++ b/plugins/vertical-plugins/private-equity/skills/ai-readiness/SKILL.md @@ -1,6 +1,9 @@ -# Portfolio AI Readiness +--- +name: ai-readiness +description: "Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on \"AI readiness\", \"AI opportunity scan\", \"where should we deploy AI\", \"AI across the portfolio\", \"AI quick wins\", or \"which portcos are ready for AI\"." +--- -description: Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI". +# Portfolio AI Readiness ## Workflow diff --git a/plugins/vertical-plugins/private-equity/skills/dd-checklist/SKILL.md b/plugins/vertical-plugins/private-equity/skills/dd-checklist/SKILL.md index d6a43a07..b8428a32 100644 --- a/plugins/vertical-plugins/private-equity/skills/dd-checklist/SKILL.md +++ b/plugins/vertical-plugins/private-equity/skills/dd-checklist/SKILL.md @@ -1,6 +1,9 @@ -# Due Diligence Checklist +--- +name: dd-checklist +description: "Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on \"dd checklist\", \"due diligence tracker\", \"diligence request list\", \"what do we still need\", or \"data room review\"." +--- -description: Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review". +# Due Diligence Checklist ## Workflow diff --git a/plugins/vertical-plugins/private-equity/skills/dd-meeting-prep/SKILL.md b/plugins/vertical-plugins/private-equity/skills/dd-meeting-prep/SKILL.md index 295ef89a..2f0b1824 100644 --- a/plugins/vertical-plugins/private-equity/skills/dd-meeting-prep/SKILL.md +++ b/plugins/vertical-plugins/private-equity/skills/dd-meeting-prep/SKILL.md @@ -1,6 +1,9 @@ -# Diligence Meeting Prep +--- +name: dd-meeting-prep +description: "Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on \"prep for management meeting\", \"diligence call prep\", \"expert call questions\", \"customer reference questions\", or \"meeting prep for [company]\"." +--- -description: Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]". +# Diligence Meeting Prep ## Workflow diff --git a/plugins/vertical-plugins/private-equity/skills/deal-screening/SKILL.md b/plugins/vertical-plugins/private-equity/skills/deal-screening/SKILL.md index d084e6a8..fe1e2d2f 100644 --- a/plugins/vertical-plugins/private-equity/skills/deal-screening/SKILL.md +++ b/plugins/vertical-plugins/private-equity/skills/deal-screening/SKILL.md @@ -1,6 +1,9 @@ -# Deal Screening +--- +name: deal-screening +description: "Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on \"screen this deal\", \"review this CIM\", \"should we look at this\", \"triage this teaser\", or \"deal screening\"." +--- -description: Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening". +# Deal Screening ## Workflow diff --git a/plugins/vertical-plugins/private-equity/skills/deal-sourcing/SKILL.md b/plugins/vertical-plugins/private-equity/skills/deal-sourcing/SKILL.md index a5f9f68e..ebc02995 100644 --- a/plugins/vertical-plugins/private-equity/skills/deal-sourcing/SKILL.md +++ b/plugins/vertical-plugins/private-equity/skills/deal-sourcing/SKILL.md @@ -1,6 +1,9 @@ -# Deal Sourcing +--- +name: deal-sourcing +description: "PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on \"find companies\", \"source deals\", \"draft founder email\", \"check if we've seen this company\", or \"outreach to founder\"." +--- -description: PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder". +# Deal Sourcing ## Workflow diff --git a/plugins/vertical-plugins/private-equity/skills/ic-memo/SKILL.md b/plugins/vertical-plugins/private-equity/skills/ic-memo/SKILL.md index d0491a4a..49b52692 100644 --- a/plugins/vertical-plugins/private-equity/skills/ic-memo/SKILL.md +++ b/plugins/vertical-plugins/private-equity/skills/ic-memo/SKILL.md @@ -1,6 +1,9 @@ -# Investment Committee Memo +--- +name: ic-memo +description: "Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on \"write IC memo\", \"investment committee memo\", \"deal write-up\", \"prepare IC materials\", or \"recommendation memo\"." +--- -description: Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo". +# Investment Committee Memo ## Workflow diff --git a/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md b/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md index 89111313..4ff128f4 100644 --- a/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md +++ b/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md @@ -1,6 +1,9 @@ -# Portfolio Monitoring +--- +name: portfolio-monitoring +description: "Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on \"review portfolio company\", \"monthly financials\", \"how is [company] performing\", \"covenant check\", or \"portfolio update\"." +--- -description: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update". +# Portfolio Monitoring ## Workflow diff --git a/plugins/vertical-plugins/private-equity/skills/returns-analysis/SKILL.md b/plugins/vertical-plugins/private-equity/skills/returns-analysis/SKILL.md index a7d26224..37c95500 100644 --- a/plugins/vertical-plugins/private-equity/skills/returns-analysis/SKILL.md +++ b/plugins/vertical-plugins/private-equity/skills/returns-analysis/SKILL.md @@ -1,6 +1,9 @@ -# Returns Analysis +--- +name: returns-analysis +description: "Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on \"returns analysis\", \"IRR sensitivity\", \"MOIC table\", \"what's the return at\", \"model the returns\", or \"back of the envelope\"." +--- -description: Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope". +# Returns Analysis ## Workflow diff --git a/plugins/vertical-plugins/private-equity/skills/unit-economics/SKILL.md b/plugins/vertical-plugins/private-equity/skills/unit-economics/SKILL.md index 2fb9042b..eb2f8097 100644 --- a/plugins/vertical-plugins/private-equity/skills/unit-economics/SKILL.md +++ b/plugins/vertical-plugins/private-equity/skills/unit-economics/SKILL.md @@ -1,6 +1,9 @@ -# Unit Economics Analysis +--- +name: unit-economics +description: "Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on \"unit economics\", \"cohort analysis\", \"ARR analysis\", \"LTV CAC\", \"net retention\", \"revenue quality\", or \"customer economics\"." +--- -description: Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics". +# Unit Economics Analysis ## Workflow diff --git a/plugins/vertical-plugins/private-equity/skills/value-creation-plan/SKILL.md b/plugins/vertical-plugins/private-equity/skills/value-creation-plan/SKILL.md index c405eef5..d87a14e1 100644 --- a/plugins/vertical-plugins/private-equity/skills/value-creation-plan/SKILL.md +++ b/plugins/vertical-plugins/private-equity/skills/value-creation-plan/SKILL.md @@ -1,6 +1,9 @@ -# Value Creation Plan +--- +name: value-creation-plan +description: "Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on \"value creation plan\", \"100-day plan\", \"post-close plan\", \"EBITDA bridge\", \"operating plan\", or \"value creation levers\"." +--- -description: Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers". +# Value Creation Plan ## Workflow diff --git a/plugins/vertical-plugins/wealth-management/skills/client-report/SKILL.md b/plugins/vertical-plugins/wealth-management/skills/client-report/SKILL.md index 772ae9dd..d9670427 100644 --- a/plugins/vertical-plugins/wealth-management/skills/client-report/SKILL.md +++ b/plugins/vertical-plugins/wealth-management/skills/client-report/SKILL.md @@ -1,6 +1,9 @@ -# Client Report +--- +name: client-report +description: "Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on \"client report\", \"performance report\", \"quarterly report for [client]\", \"generate reports\", or \"client statement\"." +--- -description: Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement". +# Client Report ## Workflow diff --git a/plugins/vertical-plugins/wealth-management/skills/client-review/SKILL.md b/plugins/vertical-plugins/wealth-management/skills/client-review/SKILL.md index 178dc89f..751ba96c 100644 --- a/plugins/vertical-plugins/wealth-management/skills/client-review/SKILL.md +++ b/plugins/vertical-plugins/wealth-management/skills/client-review/SKILL.md @@ -1,6 +1,9 @@ -# Client Review Prep +--- +name: client-review +description: "Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on \"client review\", \"meeting prep for [client]\", \"quarterly review\", \"prep for [client name]\", or \"client meeting\"." +--- -description: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting". +# Client Review Prep ## Workflow diff --git a/plugins/vertical-plugins/wealth-management/skills/financial-plan/SKILL.md b/plugins/vertical-plugins/wealth-management/skills/financial-plan/SKILL.md index 7da79a98..e38e2882 100644 --- a/plugins/vertical-plugins/wealth-management/skills/financial-plan/SKILL.md +++ b/plugins/vertical-plugins/wealth-management/skills/financial-plan/SKILL.md @@ -1,6 +1,9 @@ -# Financial Plan +--- +name: financial-plan +description: "Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on \"financial plan\", \"retirement plan\", \"can I retire\", \"education funding\", \"estate plan\", \"cash flow analysis\", or \"plan update\"." +--- -description: Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash flow analysis", or "plan update". +# Financial Plan ## Workflow diff --git a/plugins/vertical-plugins/wealth-management/skills/investment-proposal/SKILL.md b/plugins/vertical-plugins/wealth-management/skills/investment-proposal/SKILL.md index 088c7a1f..85f7ed9b 100644 --- a/plugins/vertical-plugins/wealth-management/skills/investment-proposal/SKILL.md +++ b/plugins/vertical-plugins/wealth-management/skills/investment-proposal/SKILL.md @@ -1,6 +1,9 @@ -# Investment Proposal +--- +name: investment-proposal +description: "Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on \"investment proposal\", \"prospect presentation\", \"pitch new client\", \"proposal for [client]\", or \"new client presentation\"." +--- -description: Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation". +# Investment Proposal ## Workflow diff --git a/plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md b/plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md index 52e12761..631d9268 100644 --- a/plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md +++ b/plugins/vertical-plugins/wealth-management/skills/portfolio-rebalance/SKILL.md @@ -1,6 +1,9 @@ -# Portfolio Rebalance +--- +name: portfolio-rebalance +description: "Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on \"rebalance\", \"portfolio drift\", \"allocation check\", \"rebalancing trades\", or \"my portfolio is out of balance\"." +--- -description: Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance". +# Portfolio Rebalance ## Workflow diff --git a/plugins/vertical-plugins/wealth-management/skills/tax-loss-harvesting/SKILL.md b/plugins/vertical-plugins/wealth-management/skills/tax-loss-harvesting/SKILL.md index f02e041a..28968bf8 100644 --- a/plugins/vertical-plugins/wealth-management/skills/tax-loss-harvesting/SKILL.md +++ b/plugins/vertical-plugins/wealth-management/skills/tax-loss-harvesting/SKILL.md @@ -1,6 +1,9 @@ -# Tax-Loss Harvesting +--- +name: tax-loss-harvesting +description: "Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on \"tax-loss harvesting\", \"TLH\", \"harvest losses\", \"tax losses\", \"unrealized losses\", or \"year-end tax planning\"." +--- -description: Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning". +# Tax-Loss Harvesting ## Workflow