wealth-advisory
wealth-advisory is an Investment analysis & markets skill for AI agents, published by FDU-INS in the Insurance-Skills repository on GitHub. Skillspace rates wealth-advisory D (61/100) and it passed the safety scan; the rating is based on static analysis only.
Wealth management and financial planning for HNW and UHNW clients. Activate when the user mentions wealth management, financial planning, retirement, estate planning, tax planning, GRAT, IDGT, trust, asset allocation, withdrawal rate, Monte Carlo simulation, goals-based investing, tax-loss harvesting, Roth conversion, insurance, annuity, mortgage strategy, concentrated stock, family office, direct indexing, 529 plan, charitable giving, donor-advised fund, private foundation, or asks about personal finance strategy, inheritance, long-term financial planning, or UHNW advisory.
- Grade
- D
- Quality
- 61 / 100
- Safety
- Passed
- GitHub stars
- 58
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
- 75 / 100
- Maturity
- Structured: ships references or scripts
- Security scan
- No issues found
- License
- Apache-2.0
- Adoption
- Adopted by 1 other repositories, in 1 collections
Not checked 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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