How do I install the Illiquid Valuation skill?

Run npx skillmds@latest add hvkshetry/illiquid-valuation in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

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Is Illiquid Valuation free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Illiquid Valuation?

hvkshetry (@hvkshetry) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Illiquid Valuation by hvkshetry — Agent Skill

Name: Illiquid Valuation
Author: hvkshetry

File contents

/illiquid-valuation

Produce a decision-grade valuation range for private or illiquid assets.

MCP Tool Map

Illiquid source-of-truth context: finance-graph.list_assets, finance-graph.list_valuation_observations, finance-graph.get_ownership_graph
Valuation write path: finance-graph.upsert_asset, finance-graph.set_manual_comp_valuation, finance-graph.record_valuation_observation, finance-graph.refresh_us_property_valuation
Estate-planning boundary: succession/legal records live in estate-planning; valuation/statement facts remain finance-only in finance-graph
Holdings context: ghostfolio.account, ghostfolio.portfolio
Comp and disclosure context: sec-edgar.sec_edgar_company, sec-edgar.sec_edgar_financial, sec-edgar.sec_edgar_filing
Macro/rates context: market-intel-direct.get_market_snapshot, market-intel-direct.get_fred_series
Tax impact context: only use household-tax.assess_exact_support if the question reduces to a supported exact household-tax case
Policy context where material: policy-events.get_federal_rules

Workflow

Step 1: Define Asset and Evidence Set

Identify stake type, ownership percent, rights, restrictions, and liquidity profile.
Capture latest financial package and operating KPIs.
For asset creation/updates, use normalized taxonomy (asset_class_code, asset_subclass_code) and explicit jurisdiction_code + valuation_currency.
Use RentCast automation only for US properties; use manual comps/marks for India properties.

Step 2: Multi-Method Valuation

Delegate research-intensive valuation methods to the Research Analyst (+ra) via Plane:

Request comps-analysis for market-based valuation band.
Request dcf-model for intrinsic valuation band.
Request returns-analysis for investor-outcome consistency check.
Request unit-economics where recurring/contracted revenue is material.

Step 3: Synthesize Range

Combine method outputs into low/base/high range.
Apply liquidity, governance, concentration, and key-person discounts where justified.
Record assumptions explicitly.

Step 4: Portfolio and Tax Implications

Evaluate impact on total household concentration and risk posture.
Show high-level after-tax implications for hold vs partial liquidity events.

Step 5: Output

Valuation range with method weights.
Confidence score and data-quality caveats.
Top sensitivities and next data requests.

---name: illiquid-valuationdescription: Orchestrate comps, DCF, returns, and unit-economics methods to value private and illiquid holdings with explicit confidence bands.---# /illiquid-valuationProduce a decision-grade valuation range for private or illiquid assets.## MCP Tool Map- Illiquid source-of-truth context: `finance-graph.list_assets`, `finance-graph.list_valuation_observations`, `finance-graph.get_ownership_graph`- Valuation write path: `finance-graph.upsert_asset`, `finance-graph.set_manual_comp_valuation`, `finance-graph.record_valuation_observation`, `finance-graph.refresh_us_property_valuation`- Estate-planning boundary: succession/legal records live in `estate-planning`; valuation/statement facts remain finance-only in `finance-graph`- Holdings context: `ghostfolio.account`, `ghostfolio.portfolio`- Comp and disclosure context: `sec-edgar.sec_edgar_company`, `sec-edgar.sec_edgar_financial`, `sec-edgar.sec_edgar_filing`- Macro/rates context: `market-intel-direct.get_market_snapshot`, `market-intel-direct.get_fred_series`- Tax impact context: only use `household-tax.assess_exact_support` if the question reduces to a supported exact household-tax case- Policy context where material: `policy-events.get_federal_rules`## Workflow### Step 1: Define Asset and Evidence Set- Identify stake type, ownership percent, rights, restrictions, and liquidity profile.- Capture latest financial package and operating KPIs.- For asset creation/updates, use normalized taxonomy (`asset_class_code`, `asset_subclass_code`) and explicit `jurisdiction_code` + `valuation_currency`.- Use RentCast automation only for US properties; use manual comps/marks for India properties.### Step 2: Multi-Method ValuationDelegate research-intensive valuation methods to the Research Analyst (+ra) via Plane:- Request `comps-analysis` for market-based valuation band.- Request `dcf-model` for intrinsic valuation band.- Request `returns-analysis` for investor-outcome consistency check.- Request `unit-economics` where recurring/contracted revenue is material.### Step 3: Synthesize Range- Combine method outputs into low/base/high range.- Apply liquidity, governance, concentration, and key-person discounts where justified.- Record assumptions explicitly.### Step 4: Portfolio and Tax Implications- Evaluate impact on total household concentration and risk posture.- Show high-level after-tax implications for hold vs partial liquidity events.### Step 5: Output- Valuation range with method weights.- Confidence score and data-quality caveats.- Top sensitivities and next data requests.

Frequently asked questions

Illiquid Valuation