consolidated-reporting-spec

What problem does it solve?

Consolidated family-office reporting requires aligning inputs across entities, accounts, and asset classes into a single, actionable spec that principals and advisors can execute without endless rework.

Core Features & Use Cases

• Consolidated reporting specification output: Produces a single named deliverable, Conslidated Reporting Specification, in markdown to standardize what gets built and why.
• Minimum-viable advisor interview: Captures only the essential inputs needed to tailor the spec (platform, entities, asset classes, cadence, metrics, recipients).
• Execution-ready artifact package: Writes artifact.md, interview.json (structured capture of advisor inputs), and manifest.json (artifact metadata, content hash, timestamps).
• Optional downstream publishing and governance hooks: Supports memory writes and external sink pushes (e.g., SharePoint, Asana, Snowflake, email/calendar) gated by configuration and with confidentiality-focused logging.

Quick Start

Ask the AI to run the consolidated-reporting-spec skill to produce a tailored consolidated reporting specification using your reporting platform, consolidation scope, cadence, key metrics, and recipient list.