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family-update

Draft family-friendly portfolio updates using house style and recipient sophistication levels.

Updated Apr 24, 2026
Search Tags:#reports#communication#portfolio#house-style#confidentiality#family-update#recipient-sophistication
One-click install
npx skills add https://github.com/intelligent-alpha/plugins --skill family-update
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: family-update
Source: https://github.com/intelligent-alpha/plugins/tree/main/intelligent-alpha/skills/family-update
Command: npx skills add https://github.com/intelligent-alpha/plugins --skill family-update

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about family-update

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

FAQPage Schema
How do I draft portfolio updates tailored for family members?▼

You can draft portfolio updates by applying recipient sophistication levels from people.md and the family's voice from house-style.md to portfolio data. The Skill generates audience-aware reports saved with cited sources.

What is audience-aware portfolio reporting and how does it work?▼

Audience-aware portfolio reporting tailors update depth and tone by matching recipient sophistication levels against portfolio data from positions.md and exposures.md. It uses predefined family rules to ensure communication clarity and confidentiality.

Can I generate multiple versions of a portfolio update for recipients with different financial knowledge?▼

Yes, you can generate multi-recipient versions with varying detail levels. The Skill reads sophistication levels from people.md to adjust tone and depth for each recipient's portfolio update.

How do I maintain a consistent house style in family investment communications?▼

Maintaining a consistent house style requires applying family-customizations.md overrides alongside base house-style.md rules. This ensures all portfolio updates adhere to the family's predefined communication voice.

What portfolio data sources are needed to generate a family update?▼

Generating a family update requires portfolio data from positions.md and exposures.md alongside prior period references. These sources provide raw data structured into coherent, family-friendly reports.

Do I need to manually format quarterly portfolio reports for different family members?▼

No, you do not need to manually format quarterly reports. The Skill automatically applies per-family overlays and house style to portfolio data, saving formatted, audience-specific updates directly to reports.

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