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explain-this-investment

Explain investment positions to recipients using sophistication levels and family voice.

Updated Apr 24, 2026
Search Tags:#investment#explain#family-office#personalized-communication#portfolio-education
One-click install
npx skills add https://github.com/intelligent-alpha/plugins --skill explain-this-investment
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: explain-this-investment
Source: https://github.com/intelligent-alpha/plugins/tree/main/intelligent-alpha/skills/explain-this-investment
Command: npx skills add https://github.com/intelligent-alpha/plugins --skill explain-this-investment

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Explains an investment position to a recipient at the right level of sophistication by reading the recipient's level from people.md, the position from the manager database, and the family's voice from house-style.md.

Core Features & Use Cases

  • Personalizes explanations across Level 1-3 to suit family members, spouses, advisors, or new hires.
  • Calibrates tone and framing using family rules, overlays, and house style.
  • Pulls context from managers/deals files to ground the explanation in the actual position.

Quick Start

Explain the investment to the recipient at the appropriate level of sophistication using the family's voice.

Frequently Asked Questions about explain-this-investment

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I explain investment holdings to family members with different levels of financial knowledge?▼

To explain investment holdings to varying sophistication levels, the Skill reads recipient profiles from people.md and calibrates the explanation across Levels 1-3. It personalizes tone for next-gen family members, spouses, or advisors by applying your house-style rules.

How does personalized investment communication work for a family office?▼

Personalized investment communication for a family office works by reading the recipient's sophistication from people.md, pulling the position from the manager or deal database, and applying the family's voice from house-style.md to generate a tailored explanation.

What's the best way to tailor portfolio education for new hires and advisors?▼

The best way to tailor portfolio education for new hires and advisors is to calibrate the explanation using family rules, overlays, and house style while grounding the context in actual positions pulled from the managers and deals files.

Can I customize the tone of an investment explanation to match our family's voice?▼

Yes, you can customize the tone of an investment explanation by reading the family voice from house-style.md. The Skill applies family rules and overlays before generating the explanation to ensure the communication matches your established style.

How do I use manager and deal files to ground an investment explanation?▼

To ground an investment explanation, the Skill reads the position data from managers/{manager-id}.md or deals/{deal-id}.md. This ensures the generated communication reflects the actual investment holdings and context accurately.

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