capital-allocation-router
CommunityRoute capital allocation asks to the right plan.
Finance & Accounting#asset allocation#capital allocation#risk register#portfolio strategy#family office#investment policy#due diligence routing
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Family office advisors often need the correct capital-allocation deliverable, but their prompts can be vague and span multiple potential documents; this router interprets the ask and directs it to the matching leaf skill and artifact.
Core Features & Use Cases
- Capital Allocation intent routing: Classifies natural-language advisor requests into the right “Capital Allocation pillar” leaf document.
- Dispatch-to-artifact mapping: Selects the correct target output (e.g., portfolio strategy, target allocation model, risk register, exit strategy).
- Borderline confirmation behavior: Requests confirmation when intent is ambiguous by proposing the nearest matching leaf skill.
Quick Start
Use this skill when an advisor asks for a capital allocation deliverable, like "Help me create a long-term portfolio strategy and outline our investment policy direction."
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: capital-allocation-router Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#capital-allocation-router Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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