Wealth Research

Use when mapping public wealth, custody, portfolio, privacy, and OSS finance tooling for an Agentic Wealth OS without using private financial data.

frankxai 8575724 903 B Updated

File contents

Wealth Research

Use this skill to curate public-safe sources for a private Agentic Wealth OS.

Inputs

  1. Public GitHub repos and official documentation.
  2. Public catalogs in data/repos.json.
  3. Existing selection criteria in docs/selection-matrix.md.

Rules

  • Treat outputs as research organization, not advice.
  • Prefer active primary sources.
  • Keep private positions, accounts, wallets, and strategy out of the repo.
  • Mark execution-adjacent and custody-adjacent tools clearly.
  • Never suggest live capital movement or wallet signing.

Output Shape

Return:

  • source
  • category
  • why it matters
  • integration use
  • execution risk
  • privacy risk
  • what it is not for
  • next review action

frankxai/awesome-wealth-agent-skills/tree/main/skills/wealth-research commit 8575724b4f

Frequently asked questions

npx skillmds@latest add frankxai/wealth-research