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kelly-family-office

Consolidate multi-entity investment holdings into a local read-only dashboard.

4|3|Updated Feb 25, 2026
Search Tags:#investment#dashboard#finance#portfolio#wealth management#family office
One-click install
npx skills add https://github.com/mr-kelly/skills --skill kelly-family-office
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: kelly-family-office
Source: https://github.com/mr-kelly/skills/tree/main/skills/kelly-family-office
Command: npx skills add https://github.com/mr-kelly/skills --skill kelly-family-office

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires hono, @hono/node-server, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill solves the fragmentation of multi-entity investment data by consolidating holdings from various custodians into a single, unified, and private read-only dashboard.

Core Features & Use Cases

  • Multi-Entity Aggregation: Consolidates assets across individuals, trusts, companies, and foundations into one view.
  • Performance Monitoring: Tracks total AUM, unrealized P/L, and asset allocation by class, entity, or institution.
  • Use Case: Use this to generate a consolidated view of your family's global holdings, including multi-currency FX conversion and performance metrics, without exposing data to external brokerage APIs.

Quick Start

Use the kelly-family-office skill to open the dashboard and review my consolidated family office holdings.

Frequently Asked Questions about kelly-family-office

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

FAQPage Schema
How do I consolidate multi-entity investment holdings into a single dashboard?▼

This Skill consolidates multi-entity investment holdings by requiring local CSV imports and manual configuration of entities, institutions, and FX rates to generate a secure, file-backed dashboard snapshot.

Can I track multi-currency portfolio performance without exposing data to external brokerage APIs?▼

Yes, you can track multi-currency portfolio performance securely by applying local manual FX rate configurations, avoiding the need to expose your data to external brokerage APIs entirely.

What is required to aggregate cross-custodian asset allocation for a family office?▼

Aggregating cross-custodian asset allocation requires local CSV exports from your custodians and manual configuration of your family office entities and institutions to map the holdings.

Does this family office dashboard support live syncing with brokerage APIs?▼

No, this family office dashboard does not support live syncing; it operates as a read-only, file-backed snapshot tool designed to keep your wealth management data completely private and local.

What is the best way to monitor total AUM and unrealized P/L across trusts and foundations?▼

The best way to monitor total AUM and unrealized P/L across trusts and foundations is to consolidate their holdings via local CSV imports into a unified, read-only dashboard for performance tracking.

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