wealth-allocator
CommunityStrategize post-exit capital deployment with TIGER 21, Marks, and Pabrai frameworks.
Finance & Accounting#asset allocation#financial strategy#tax optimization#angel investing#market cycle analysis#capital deployment
Authorcdeistopened
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill provides guidance for founders and investors in deploying post-exit capital by leveraging established financial frameworks.
Core Features & Use Cases
- Framework Integration: Applies TIGER 21, Howard Marks, Mohnish Pabrai, and Andrew Wilkinson financial strategies.
- Enough Number Calculation: Determines financial freedom thresholds using the TIGER 21, 3%, 4%, and Sam Parr's actual methods.
- Market Cycle Positioning: Analyzes the current market cycle and adjusts portfolio posture.
- Asset Allocation: Offers guidance on asset allocation based on TIGER 21, Sam Parr's 80/20 rule, and personal allocation models.
- Stress Testing: Performs a recession stress test for businesses operating alongside portfolios.
- Angel Investing Strategy: Provides guidelines for angel investing readiness and portfolio construction.
- Tax Optimization: Suggests tax optimization strategies like QSBS, 83(b) election, and Solo 401(k).
Quick Start
Use the wealth-allocator skill to calculate your 'Enough Number' based on your current financial situation.
Dependency Matrix
Required Modules
pandasnumpyyfinance
Components
scriptsreferences
💻 Claude Code Installation
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Please help me install this Skill: Name: wealth-allocator Download link: https://github.com/cdeistopened/ask-sam/archive/main.zip#wealth-allocator Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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