kelly-family-officelisted

Busabase-backed family-office App-in-Skill that consolidates multi-entity investment holdings into one read-only dashboard. Use when the user invokes $kelly-family-office or /kelly-family-office, wants a consolidated family office view, multi-entity aggregation across an individual, trust, company, fund, or foundation, total AUM in a base currency, asset allocation by asset class, by entity/member, or by custodian/institution, multi-currency FX consolidation, CSV import of holdings, unrealized P/L, or read-only portfolio monitoring. It reads Busabase only and NEVER moves money or trades.
mr-kelly/skills · ★ 5 · AI & Automation · score 71

Install: claude install-skill mr-kelly/skills

# Kelly Family Office ## Overview Kelly Family Office is a Busabase Cloud App-in-Skill. Its canonical product surface is the AirApp in Busabase, not a separate local-data product. The same Hono source supports an explicitly requested local preview with OAuth connection bootstrap. Use this skill as Kelly's family-office aggregation desk. It consolidates the holdings of multiple entities and members — an individual, a family trust, an offshore company, a fund, a foundation — into one dashboard: total AUM in a base currency, unrealized P/L, and allocation by entity, asset class, and institution. Data comes from CSV import (through a trusted skill-root script); there is no live brokerage API in v1. Default behavior is AirApp-first. Unless the user explicitly asks only for explanation, give the user the clickable AirApp URL. Start localhost only when local preview/debugging is explicitly requested; it uses the same Busabase resources and never offers another data provider. Use chat-only mode only when the user says "纯聊天", "chat only", "不要打开 UI", or similar. ## Mandatory Dependencies 1. Read and follow `$kelly-app-skill-creator` for product behavior, visual quality, responsive layout, and the complete canonical `content/kelly-family-office-app/` artifact. 2. Read and follow `$busabase` for connection, target Space, node discovery, ChangeRequests, review, and merge behavior. 3. Read and follow `$busabase-app-creator` for resource modeling, AirApp runtime limits, securi