hvkshetry

@hvkshetry source repo

64 skills
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Budgeting · hvkshetry
Personal budgeting and financial planning skill. Use when: (1) Analyzing spending patterns by category or time period, (2) Comparing budget vs actual spending, (3) Calculating savings rates, (4) Forecasting cash flow, (5) Planning tax-aware financial decisions. Tools: actual-mcp for budget/transaction data, ghostfolio-mcp for investment portfolio context.

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Investing · hvkshetry
Personal portfolio management and investment analysis skill. Use when: (1) Checking portfolio risk (ES, VaR, drawdown), (2) Running rebalancing or optimization, (3) Equity research and valuation, (4) Tax-loss harvesting analysis, (5) Policy/regulatory impact assessment, (6) Performance attribution and benchmarking. Tools: 7 investing-workspace MCP servers + ghostfolio-mcp for portfolio tracking.

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Search · hvkshetry
Search across all connected household sources in one query. Use when the user asks to search, find, or locate information across multiple sources (email, documents, budget, inventory, estate records, recipes, pantry). Decomposes queries, runs parallel searches, ranks and deduplicates results.

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Document Management · hvkshetry
Personal document management skill using Paperless-ngx. Use when: (1) Ingesting and filing new documents, (2) Searching for existing documents, (3) Applying tags and correspondents, (4) Managing retention policies, (5) Integrating documents with other personal workflows (tax prep, medical records, insurance claims). Tools: paperless-mcp for all document operations.

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Search Strategy · hvkshetry
Query decomposition and multi-source search orchestration. Breaks natural language questions into targeted searches per household source, translates queries into source-specific syntax, ranks results by relevance, and handles ambiguity and fallback strategies.

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Family Email Formatting · hvkshetry bundle
Generate family-office HTML emails for family personas. Use `brief` mode for scheduled or report-style outbound emails and `reply` mode for natural in-thread family replies.

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Start · hvkshetry
Daily briefing — triage email, review calendar, surface expiring documents, and check household alerts.

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Orchestration Patterns · hvkshetry bundle
Cross-persona orchestration patterns for multi-agent synthesis. Reference skill for routing decisions, complexity scoring, and synthesis frameworks. Not user-invocable — loaded as context for the chief of staff.

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Dcf Model · hvkshetry
Discounted cash flow valuation with revenue build-up, margin progression, WACC derivation, and sensitivity analysis.

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Tax Doc Scan · hvkshetry bundle
Visual inspection and classification of tax documents. Scans every page (never trust filenames), classifies by IRS form type, files to Paperless. Use when tax documents arrive via Gmail or Drive and need to be discovered, classified, and filed, or when checking completeness of tax document collection.

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Weekly Review · hvkshetry
Weekly admin review — open tasks, upcoming deadlines, document expiry, inventory alerts, budget status.

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Plan Week · hvkshetry
Create weekly meal plan + pantry-aware shopping list + child activities + calendar sync.

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Rebalance · hvkshetry
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules.

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File Documents · hvkshetry
Batch-file incoming documents with proper tags, correspondents, types, and titles.

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Document Filing · hvkshetry
Paperless-ngx document filing skill with tagging taxonomy, retention policies, and batch filing workflows. Use when ingesting, tagging, searching, or managing documents in Paperless-ngx.

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Household Admin · hvkshetry
Household administration skill covering Homebox inventory management, maintenance scheduling, and Memos for household notes and decisions. Use when tracking household items, warranties, maintenance, or capturing household-related notes.

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Task Management · hvkshetry
Simple task management using a shared TASKS.md file. Reference this when the user asks about their tasks, wants to add/complete tasks, or needs help tracking commitments.

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Contract Review · hvkshetry
Review contracts against your organization's negotiation playbook, flagging deviations and generating redline suggestions. Use when reviewing vendor contracts, customer agreements, or any commercial agreement where you need clause-by-clause analysis against standard positions.

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Estate Overview · hvkshetry
Query the estate knowledge graph for family ownership maps, entity hierarchies, net worth by jurisdiction, and critical dates. Use when reviewing the overall estate structure, preparing for attorney meetings, or checking entity status.

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Estate Snapshot · hvkshetry
Full estate overview — entities, ownership graph, net worth by jurisdiction, upcoming critical dates.

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Morning Check · hvkshetry
Morning health check — last night's sleep quality, readiness score, and recovery recommendations.

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Weekly Health · hvkshetry
Weekly health review — sleep trends, workout adherence across wger/Fitbod/Peloton, nutrition averages, and recovery analysis.

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Compliance Check · hvkshetry
Entity compliance audit — overdue filings, expiring registrations, K-1 status, and state-specific requirements.

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Dd Checklist · hvkshetry
Generate due diligence checklists and red-flag tracking for private and illiquid investment opportunities.

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Comps Analysis · hvkshetry
Public comparable company valuation — peer selection, multiple derivation, and market-based valuation bands.

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Unit Economics · hvkshetry
Revenue quality and cohort economics diagnostics — LTV/CAC, retention, margin by segment, and recurring revenue analysis.

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Memory Management · hvkshetry bundle
Two-tier memory system that makes Codex CLI a true household collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Codex understands requests like a family office staff member would. AGENTS.md for working memory, memory/ directory for the full knowledge base.

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Entity Compliance · hvkshetry
Track entity compliance: annual filing deadlines, K-1 distribution tracking, registration renewals, and per-entity/per-jurisdiction requirements. Use for compliance audits, filing season preparation, or deadline tracking.

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Activity Plan · hvkshetry
Create weekly age-appropriate child activities balanced across developmental domains.

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Grocery Check · hvkshetry
Check expiring products, low stock items, and generate shopping list from current meal plan.

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Meal Planning · hvkshetry
Meal planning and recipe management skill using Mealie. Use when: (1) Creating weekly meal plans, (2) Searching and selecting recipes, (3) Generating shopping lists, (4) Optimizing for nutrition and variety, (5) Planning batch cooking and meal prep, (6) Estimating meal costs for budget integration. Tools: mealie-mcp for all recipe and meal plan operations.

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Claims Tracker · hvkshetry
Claims Tracker

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Client Report · hvkshetry bundle
Generate a client-facing portfolio report with performance, risk, allocation, and action items using MCP-first data sources.

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Market Briefing · hvkshetry
Morning market snapshot — indices, yields, commodities, VIX, currencies, macro flow, news, filings, and policy context.

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Medical Records · hvkshetry
Medical and genomics records management via health-graph-mcp. Use when: (1) Ingesting genome/lab/coverage artifacts, (2) querying PGx profile, (3) evaluating coverage for procedures/devices, (4) linking documents and evidence.

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Coverage Review · hvkshetry
Coverage Review

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Returns Analysis · hvkshetry
IRR/MOIC scenario analysis for private investments — entry valuation, hold period, exit assumptions, and sensitivity to key drivers.

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Health Dashboard · hvkshetry
Aggregate health data from Oura (sleep/readiness), Apple Health (activity/vitals), wger/Fitbod (strength and nutrition), and Peloton (class/performance detail) into a unified health dashboard. Use for daily check-ins, weekly health reviews, or trend analysis across health domains.

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Workout Planning · hvkshetry
Exercise and routine planning using wger. Use when: (1) Creating workout plans, (2) Logging workout sessions, (3) Tracking progressive overload, (4) Planning recovery, (5) Reviewing workout history and adherence.

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Document Generation · hvkshetry
Generate estate planning documents using python-docx and Jinja2 templates. Covers trust amendments, LLC agreements, powers of attorney, and other estate documents. Generated docs are uploaded to Paperless-ngx.

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Succession Planning · hvkshetry
Beneficiary review, distribution schedules, trust termination conditions, and succession planning across US and India jurisdictions. Use when reviewing estate plans, updating beneficiary designations, or planning asset transfers.

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Policy Inventory · hvkshetry
Policy Inventory

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Renewal Calendar · hvkshetry
Renewal Calendar

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Budget Review · hvkshetry
Analyze current month budget variance, spending trends, anomalies, and savings rate.

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Cash Forecast · hvkshetry
Project household cash position for 30/60/90-day horizons using recurring patterns, scheduled transactions, and known liabilities.

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Monthly Close · hvkshetry
Run month-end close using Actual + Ghostfolio + Finance Graph, then persist P&L/CFS/BS line items in Finance Graph.

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Quarterly Tax · hvkshetry
Build an exact 2025/2026 US+MA quarterly-tax plan using the reduced household-tax exact tool surface.

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Tax Form Prep · hvkshetry bundle
End-of-year IRS form preparation: document checklist, form identification, form completion guidance, and audit review. Use when preparing tax returns, filling IRS forms, assembling tax document checklists, reviewing form completeness, or reconciling income sources during tax season.

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Morning Briefing · hvkshetry
Market open briefing — indices, portfolio snapshot, news, policy events, and calendar.

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Portfolio Review · hvkshetry
This skill should be used when the user asks for a portfolio review, portfolio health check, risk check, portfolio risk analysis, concentration check, allocation drift analysis, tax loss harvesting scan, or client review meeting prep. It produces a full diagnostic covering positions, risk (ES, VaR, volatility, vol regime, Student-t fit, illiquid overlay), allocation drift, TLH candidates, and actionable recommendations. For a formatted client-facing report without the diagnostic depth, use client-report instead.

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Nutrition Tracking · hvkshetry
Nutrition intake tracking and analysis via wger. Use when: (1) Logging meals and macros, (2) Reviewing daily/weekly nutrition, (3) Checking protein targets, (4) Correlating nutrition with workout performance and recovery.

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Child Development · hvkshetry
Child education and development planning skill. Use when: (1) Creating age-appropriate activity plans, (2) Tracking developmental milestones, (3) Balancing activity types across cognitive/physical/creative/social domains, (4) Adapting plans based on progress and interests, (5) Writing journal entries for development tracking. Tools: family-edu-mcp for activity management, plans, milestones, and journaling.

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Risk Model Config · hvkshetry
Invoke before analyze_portfolio_risk when the portfolio contains illiquid, private, or real estate holdings that lack yfinance market data. Queries finance-graph for asset metadata and valuation history, then assembles the illiquid_overrides parameter for portfolio-analytics risk analysis.

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Grocery Management · hvkshetry
Grocy pantry inventory management skill. Use when: (1) Checking what's expiring, (2) Generating pantry-aware shopping lists, (3) Logging products after shopping, (4) Tracking stock levels, (5) Managing barcodes and product database. Tools: grocy-mcp for all inventory operations.

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Illiquid Valuation · hvkshetry
Orchestrate comps, DCF, returns, and unit-economics methods to value private and illiquid holdings with explicit confidence bands.

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Net Worth Report · hvkshetry
Generate a consolidated household net worth report from Actual, Ghostfolio, and Finance Graph with source-level provenance.

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Household Documents · hvkshetry
Household document filing via Paperless-ngx. Focused on receipts, warranties, contracts, home maintenance records, and vehicle documents. Use when filing household-related documents or searching for warranties, service records, etc.

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Investment Proposal · hvkshetry
Build a tax-aware investment proposal from current household holdings, risk limits, and stated objectives.

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Tax Loss Harvesting · hvkshetry
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows.

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Value Creation Plan · hvkshetry
Build a 12-24 month value creation roadmap for private holdings with measurable KPI targets.

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Portfolio Monitoring · hvkshetry
Monitor illiquid/private holdings and operating KPIs against plan, with valuation and risk implications.

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Financial Planning · hvkshetry
Build or update a comprehensive household financial plan using integrated net-worth, cashflow, and the reduced exact household-tax surface where supported.

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Practitioner Heuristics · hvkshetry bundle
Practitioner heuristic overlay for portfolio review. Implements hard gates (illiquidity ceiling, employer concentration) and advisory layers (ruin scenario, barbell classification, regime exposure, market temperature, position valuations). Called as a sub-skill from portfolio-review after the quantitative risk check (ES/VaR). Disagreement between the ES layer and heuristic layers is the most valuable signal.

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Paperless Canonical Ingestion · hvkshetry bundle
Canonical ingestion workflow for family-office records: discover candidate files in Google Drive, Gmail attachments, OneDrive, and SharePoint; deduplicate minor variants; choose one canonical document; and upsert into Paperless with normalized title, document type, correspondent, and owner-routing tags. Use when seeding Paperless, running periodic syncs, or cleaning duplicates across storage systems.

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64 published skills