serenorg/long-term-portfolio-strategy-plan
family-office/long-term-portfolio-strategy-plan/SKILL.md
Family office: Produce a long-term portfolio strategy plan for a single family office. Captures time horizon, liquidity needs, return targets, risk tolerance, and constraints; outputs a memo an advisor hands to the principal.
$ install --global
skillsauthnpx skillsauth add serenorg/seren-skills long-term-portfolio-strategy-planInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: May 6, 2026, 5:03 AM55.0s4 files scanned
SKILL.md
- name:
- long-term-portfolio-strategy-plan
- description:
- Family office: Produce a long-term portfolio strategy plan for a single family office. Captures time horizon, liquidity needs, return targets, risk tolerance, and constraints; outputs a memo an advisor hands to the principal.
Family Office · Long-Term Portfolio Strategy Plan
For Claude: How to Use This Skill
Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.
When to Use
Invoke when the advisor asks about:
- long-term portfolio strategy
- investment policy statement
- portfolio plan
- long horizon allocation
Artifact Specification
This skill produces a single named deliverable:
- Artifact:
Long-Term Portfolio Strategy Plan - Format at this iteration: markdown (
artifact.md) plus a structuredinterview.jsoncapturing every advisor input. PDF / DOCX / XLSX companion renders and DMS / Snowflake push land in the execution-pipeline PR tracked under issue #427.
The artifact is written to a skill-local path, not a global directory:
<invocation-cwd>/artifacts/family-office/long-term-portfolio-strategy-plan/<YYYYMMDD-HHMMSS>/
artifact.md
interview.json
manifest.json
Interview Inputs
Minimum-viable interview — the skill asks only what is needed to personalize the deliverable. Pre-fill rules against family memory land in the execution- pipeline PR.
time_horizon— Time horizon (years) for the strategy?liquidity_needs— Annual liquidity needs (range, e.g. "$2M-$4M")?return_target— Real return target (e.g. "CPI + 4%")?risk_tolerance— Risk tolerance — conservative / moderate / aggressive?key_constraints— Key constraints (concentrated positions, tax lots, ESG preferences)?review_cadence— Review cadence (annual / semi-annual / quarterly)?
Workflow
- Run
python scripts/agent.py --config config.json(or invoke via Claude Code with a config blob). - The agent validates config, runs the interview (TTY or fixture-driven), and produces the artifact under the canonical local path.
- The agent writes
manifest.jsonwith artifact metadata (name, version, content hash, pillar, skill_name, created_at). - The agent optionally writes memory entries to the knowledge skill's
memory_objectstable via psycopg ifconfig.memory_dsnis provided. Without a DSN, memory writes are skipped cleanly.
Memory Conventions
Memories written by this skill are tagged with:
subject= the artifact namesource="long-term-portfolio-strategy-plan"memory_type∈ {decision,assumption,commitment,open_question}
Security & Confidentiality
- Never log interview answers or artifact contents at INFO level.
- Never include SSN, EIN, account numbers, or full financial amounts in log lines. If a WHERE-clause field carries such data, log only a sha256 hash.
- The artifact directory is local-only at this iteration. DMS push (with confidentiality-label routing) is handled by the execution-pipeline PR.
Reference
- Design spec:
20260419_Family_Office_Skill_Claude_Desigh.md - Implementation plan:
20260420_FamilyOffice_Skills_Plan.md - Catalog rebuild tracking: https://github.com/serenorg/seren-skills/issues/427
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