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philosophy-walkthrough

Guide learners through family investment philosophy with portfolio examples.

Updated Apr 24, 2026
Search Tags:#education#onboarding#honesty#calibration#portfolio-analysis#family-office#philosophy-walkthrough
One-click install
npx skills add https://github.com/intelligent-alpha/plugins --skill philosophy-walkthrough
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: philosophy-walkthrough
Source: https://github.com/intelligent-alpha/plugins/tree/main/intelligent-alpha/skills/philosophy-walkthrough
Command: npx skills add https://github.com/intelligent-alpha/plugins --skill philosophy-walkthrough

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This walkthrough guides learners through the family's investment philosophy with concrete portfolio examples, helping next-gen family members, new advisors, and spouses understand how the family thinks and how decisions are grounded in real data.

Core Features & Use Cases

  • Read in order: the shipped family-rules.md, the family's overrides at <family_folder>/.intelligent-alpha/family-customizations.md, then overlays at <family_folder>/.intelligent-alpha/overlays/ia-fo-philosophy-walkthrough-v1.md if present; followed by <family_folder>/.intelligent-alpha/philosophy.md, <family_folder>/.intelligent-alpha/people.md, and <family_folder>/.intelligent-alpha/house-style.md, plus managers/INDEX.md and decisions/INDEX.md to locate concrete examples.
  • Calibrate the walkthrough to the recipient; if no recipient is named, default to sophistication level 2.
  • Follow a walkthrough structure that mirrors philosophy.md, with concrete portfolio examples for identity, what we do, what we don't do, risk tolerance, decision philosophy, and the honesty discipline; includes sections on losses, tensions, and real-world tradeoffs.
  • End with an invitation to discuss refinements with the principal and to surface any issues to the meeting notes when saved.

Quick Start

Begin a guided philosophy walkthrough using the latest portfolio context and the family's rules.

Frequently Asked Questions about philosophy-walkthrough

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

FAQPage Schema
How do I walk next-gen family members through our investment philosophy with concrete portfolio examples?▼

A family investment philosophy walkthrough guides learners through principles using real portfolio data, grounding abstract concepts in concrete examples for successors, spouses, and new advisors. It structures the reading order and calibrates explanations to the recipient's sophistication level.

What is the best way to onboard a new advisor to a family office investment philosophy?▼

Onboarding a new advisor to family office investment philosophy requires a structured walkthrough that follows a strict reading order of family rules, customizations, and philosophy documents. It calibrates delivery to the recipient's level and enforces honesty discipline with defensible sources.

How does a family philosophy walkthrough calibrate to different recipient sophistication levels?▼

The walkthrough calibrates to recipient sophistication by defaulting to level 2 when no recipient is named, adjusting explanations of identity, risk tolerance, and decision philosophy to match the learner's understanding while maintaining consistent portfolio examples.

Can I use concrete portfolio examples to teach family members about investment losses and tradeoffs?▼

Yes, the family philosophy walkthrough includes dedicated sections on losses, tensions, and real-world tradeoffs, using concrete portfolio examples to illustrate these concepts rather than presenting abstract principles alone.

What reading order should I follow for a family investment philosophy walkthrough?▼

The reading order follows family-rules.md, family-customizations.md, overlays, philosophy.md, people.md, house-style.md, and index files for managers and decisions. This sequence grounds learners in foundational rules before advancing to concrete examples.

How do I ensure honesty and defensible sources during a family philosophy education session?▼

The family philosophy walkthrough enforces an honesty discipline by requiring defensible sources for all claims, ensuring that explanations of identity, risk tolerance, and decision philosophy are grounded in real data and documented portfolio decisions.

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