long-term-portfolio-strategy-plan
CommunityTurn advisor questions into a family office plan.
Finance & Accounting#sharepoint#snowflake#portfolio strategy#family office#risk tolerance#advisor memo#investment policy statement
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Producing a coherent long-term portfolio strategy for a single family office requires aligning time horizon, liquidity needs, return targets, risk tolerance, and constraints into a clear advisor-ready memo.
Core Features & Use Cases
- Interactive interview: Captures the minimum set of inputs needed to tailor a strategy plan (horizon, liquidity needs, return target, risk tolerance, constraints, and review cadence).
- Advisor-ready deliverables: Generates a markdown memo-style artifact plus a structured interview.json capturing every advisor input for traceability.
- Optional push-out workflow: Can optionally persist outputs to SerenDB knowledge memory, external sinks (SharePoint, Asana, Snowflake), and send notifications via Outlook/Gmail/Google Calendar when configured.
Quick Start
Run the skill with config.json to prompt for the six interview inputs and generate the Long-Term Portfolio Strategy Plan artifact for the principal and advisor workflow.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scripts
💻 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: long-term-portfolio-strategy-plan Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#long-term-portfolio-strategy-plan Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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