wealth_context_officer
CommunityAlign risk to cash reality with backup context.
Finance & Accounting#risk assessment#liquidity#emergency fund#investment committee#decision rationale#financial context#cash constraints
Authorlongsizhuo
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It prevents mislabeling low portfolio cash as high liquidity risk by interpreting off-portfolio financial background such as family backup and emergency funds.
Core Features & Use Cases
- Solvency vs. Investable Cash Separation: Classifies solvency buffer (strong/moderate/weak/unknown) separately from investable cash to avoid incorrect risk conclusions.
- Risk Officer Explanation Output: Produces a concise rationale for Risk Officer that “low cash ≠ high risk” while keeping the constraint that only portfolio cash can be used for adding positions.
- CIO Verdict Guidance: Steers CIO toward the correct framing: risk rating may be buffered, but buy/trim amounts remain capped by portfolio cash.
Quick Start
Ask the agent to run wealth_context_officer using your wealth_context and your portfolio cash to generate the required risk and CIO explanations.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 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: wealth_context_officer Download link: https://github.com/longsizhuo/openInvest/archive/main.zip#wealth-context-officer Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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