Skills
.Work. You
Rest

family-update

Official

Family-friendly portfolio updates in your voice.

Content & Communication#reports#communication#portfolio#house-style#confidentiality#family-update#recipient-sophistication
Authorintelligent-alpha
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps families by turning portfolio data into family-friendly updates written in the family's voice, ensuring clarity and confidentiality.

Core Features & Use Cases

  • Audience-aware drafting: Uses recipient sophistication levels from people.md to tailor tone and depth.
  • Voice and house-style adherence: Applies the family's house style and any overrides from family-customizations.md to maintain consistency.
  • Structured reporting: Pulls data from portfolio sources (positions.md, exposures.md) and prior period references to produce coherent updates.
  • Multi-recipient versions: Generates versions for multiple recipients with different levels of detail, then saves outputs to reports with sources cited.

Quick Start

Draft the family update for the specified period and recipients using the family voice and house style.

Dependency Matrix

Required Modules

None required

Components

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: family-update
Download link: https://github.com/intelligent-alpha/plugins/archive/main.zip#family-update

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.