private-wealth-advisory-structured-planning
private-wealth-advisory-structured-planning is a Financial modelling & forecasting skill for AI agents, published by Prism-Shadow in the GDPevo repository on GitHub. Skillspace rates private-wealth-advisory-structured-planning D (57/100) and it passed the safety scan; the rating is based on static analysis only.
Solve private-wealth advisory planning tasks (Roth conversion / RMD tax, ILIT Crummey funding, GRAT-vs-CRAT comparison, integrated estate-liquidity action plans) by querying a read-only advisory HTTP API, resolving conflicting source documents by a fixed priority, and emitting a single strict JSON object that conforms to the task's answer_template. Use this whenever the prompt says "private wealth advisory team", references a client like CLT-####, and an answer_template.json defines analysis_type one of roth_conversion_rmd, ilit_crummey_implementation, trust_comparison, or estate_liquidity_action_plan.
- Grade
- D
- Quality
- 57 / 100
- Safety
- Passed
- GitHub stars
- 28
Unproven: rated by static analysis only, not yet compared head-to-head.
Our two independent classifiers differ on this skill's category, so treat the placement as provisional.
This rating describes the version of the repository we crawled; it may have changed since, so go by its current files.
Our review
- Architecture
- 80 / 100
- Maturity
- Basic: a single SKILL.md
- Security scan
- No issues found
- License
- Apache-2.0
- Adoption
- Adopted by 0 other repositories, in 1 collections
Not checked yet
- Category is a classifier prediction; no model has read this skill yet
- Not judged on the rubric yet (not a contender in its category)
- No blind task eval yet
- Scope (portable / vendor / repo-internal) not assessed; only the top of each category is read for scope
- Sibling files (scripts, references) not fetched; security scan covers SKILL.md only
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