portfolio-observations-and-opportunities

Routes Advisor Center workflow requests that belong in the web experience or cannot be completed by another loaded skill or direct tool. Use when asked to open the tax evaluator, run a tax analysis, run income projections, import a book of business, import client accounts, analyze imported accounts, enroll or service a Separately Managed Account (SMA) or My Managed Accounts (MMA) account, get documentation, access a report workflow, or continue a known Advisor Center workflow unavailable in this chat. Skip when another skill or tool can directly complete the request.

Helps choose or confirm a benchmark subject for portfolio comparison. Use when asked what benchmark fits, to compare a portfolio to a model or index, to set a benchmark, or to use an advisor-saved portfolio as the benchmark. Skip when a benchmark is already selected and the advisor is asking for the analysis itself.

Builds, imports, modifies or clones portfolios after the advisor confirms the holdings and write action. Use when asked to build from tickers or weights, create a portfolio from a statement, start from a model or saved portfolio, create a comparison portfolio, or explore a specific what-if variation. Skip when the portfolio already exists and the advisor is only asking for review or analysis.

Reviews a saved portfolio, household or model with Advisor Center analytics in three sections rendered inline in the chat — portfolio snapshot, stress scenarios, then opportunities, fund health and Funds to Explore — closing with follow-ups earned by what it found. Use when asked to review a portfolio, run a portfolio review, analyse holdings, pull up a client's account, run the numbers on a portfolio, look at concentration or downside exposure, find issues or opportunities in a portfolio, check whether a client's funds are healthy, or prepare for a client review meeting. Skip this skill when the advisor already named one specific analysis — "what's the risk on this", "run the stress scenarios", "how does this compare to the model" — and call that tool directly instead of running the three-section pass.

Explains modeled performance, projected wealth, methodology, advisory-fee treatment, and unsupported performance or projection requests. Use when asked to show modeled performance, project wealth, explain projection assumptions, check whether fees are included, or handle an unavailable horizon or configuration. Skip when the advisor asks for a broad portfolio review or only needs benchmark setup.

Scan a codebase for deepening opportunities, present them as a visual HTML report, then grill through whichever one you pick.

Diagnosis loop for hard bugs and performance regressions. Use when the user says "diagnose"/"debug this", or reports something broken/throwing/failing/slow.

Review the changes since a fixed point (commit, branch, tag, or merge-base) along two axes: Standards (does the code follow this repo's documented coding standards?) and Spec (does the code match what the originating issue/spec asked for?). Runs both reviews in parallel sub-agents and reports them side by side. Use when the user wants to review a branch, a PR, work-in-progress changes, or asks to "review since X".

Investigate a question against high-trust primary sources and capture the findings as a Markdown file in the repo. Use when the user wants a topic researched, docs or API facts gathered, or reading legwork delegated to a background agent.

This skill should be used when the user wants to "write agent code", "build an agent with ADK", "add a tool", "create a callback", "define an agent", "use state management" — in a project that needs ADK (Agent Development Kit) API patterns and code examples. It provides a quick reference for agent types, tool definitions, orchestration patterns, callbacks, state management, the graph Workflow API, and reference recipes to study. Do NOT use for scaffolding (use google-agents-cli-scaffold) or deployment (use google-agents-cli-deploy).

Set up Claude Code hooks to block dangerous git commands (push, reset --hard, clean, branch -D, etc.) before they execute. Use when user wants to prevent destructive git operations, add git safety hooks, or block git push/reset in Claude Code.

Generate AI music on RunComfy via the `runcomfy` CLI — a smart router across the music-model catalog. Routes to ElevenLabs AI Music Generation (premium 44.1 kHz stereo vocal tracks, 5 s–5 min, $0.0083/s) and ACE Step / ACE Step 1.5 (StepFun-AI open-weights, tag-driven composition, multilingual lyrics, $0.0002–0.0003/s, ~27× cheaper), plus ACE Step audio-inpaint (regenerate a time range inside an existing track) and ACE Step audio-outpaint (extend a track before or after). Picks the right model for the user's actual intent — premium vocal hook, cheap background music library, multilingual pop song, repair a bad chorus, lengthen a 30 s draft into a 2 min cut — and ships each model's documented prompting patterns plus the minimal `runcomfy run` invoke. Triggers on "generate music", "make a song", "AI music", "background music", "instrumental track", "soundtrack", "jingle", "theme music", "royalty-free music", "compose", "music with lyrics", "extend music", "fix this song", "inpaint music", or any explicit ask to generate or edit music.

创建 lark-cli 的自定义 Skill。当用户需要把飞书 API 操作封装成可复用的 Skill（包装原子 API 或编排多步流程）时使用。