kelly-family-officelisted

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, manual holdings entry, unrealized P/L, or read-only portfolio monitoring. It never moves money or trades.
mr-kelly/skills · ★ 3 · AI & Automation · score 74

Install: claude install-skill mr-kelly/skills

# Kelly Family Office ## Overview Use this skill as Kelly's local 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 file-backed App-in-Skill dashboard: total AUM in a base currency, unrealized P/L, and allocation by entity, asset class, and institution. Data comes from CSV import and manual holdings entry; there is no live brokerage API in v1. Default interaction mode: App UI. Unless the user explicitly asks for chat-only handling, check onboarding/config, refresh or load the local holdings snapshot, start/reuse the local app with `app/start.sh`, and give the actual local URL. Use chat-only mode only when the user says "纯聊天", "chat only", "不要打开 UI", or similar. ## App UI Screenshots <table> <tr> <td width="50%"><img src="assets/screenshots/overview.webp" alt="Kelly Family Office overview"></td> <td width="50%"><img src="assets/screenshots/entities.webp" alt="Kelly Family Office by entity"></td> </tr> <tr> <td>Overview Consolidated command desk with total AUM in the base currency, unrealized P/L, entity and account counts, and headline allocation.</td> <td>By entity / member Each family entity (individual, trust, company) with its consolidated AUM, portfolio weight, and unrealized P/L.</td> </tr> <tr> <td width="50%"><img src="assets/screenshots/assets.webp" alt="Kelly Family