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long-term-portfolio-strategy-plan

Generate a long-term portfolio strategy memo from advisor interview inputs.

2|Updated Feb 25, 2026
Search Tags:#sharepoint#snowflake#portfolio strategy#family office#risk tolerance#advisor memo#investment policy statement
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill long-term-portfolio-strategy-plan
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: long-term-portfolio-strategy-plan
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/long-term-portfolio-strategy-plan
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill long-term-portfolio-strategy-plan

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, psycopg[binary], snowflake-connector-python, and includes scripts (resource) components.

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.

Frequently Asked Questions about long-term-portfolio-strategy-plan

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

FAQPage Schema
How do I generate an investment policy statement for a family office?▼

A long-term portfolio strategy plan aligns time horizon, liquidity needs, return targets, risk tolerance, and constraints into a single advisor-ready memo. It guides investment policy statement preparation and supports review-cadence and horizon allocation scenarios for principal workflows.

Can I push advisor memos to SharePoint or Snowflake?▼

Yes, generated portfolio strategy memos can optionally be pushed to SharePoint, inserted into Snowflake, or persisted to SerenDB knowledge memory. Notifications can also be sent via Outlook, Gmail, or Google Calendar when external publishers are configured.

What inputs are needed to create a family office portfolio strategy memo?▼

You need six interview inputs: time horizon, liquidity needs, return target, risk tolerance, constraints, and review cadence. These inputs tailor the long-term portfolio strategy plan artifact for the principal and advisor workflow.

Does portfolio strategy planning require Snowflake or psycopg dependencies?▼

Snowflake and psycopg are optional dependencies used only when inserting portfolio strategy records into Snowflake. The core memo generation runs through an interactive interview from config.json without requiring database connectivity.

What format does the portfolio strategy plan output produce?▼

The portfolio strategy plan produces a markdown memo-style artifact for advisor review and a structured interview.json file capturing every advisor input for traceability. Both artifacts support investment policy statement preparation and downstream publishing workflows.

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