Aireadylife Wealth Op Monthly Synthesis

About this skill

Full monthly wealth synthesis. Runs after monthly account statements are downloaded (typically the 3rd of the month). Calls net worth review, cash flow review, and investment review in sequence. Produces a consolidated wealth synthesis document and then triggers the wealth review brief. Triggers: "monthly wealth synthesis", "wealth summary", "net worth delta", "how did my wealth change this month", "run the monthly wealth sync".

Quick start

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Original listing metadata

Original name

aireadylife-wealth-op-monthly-synthesis

Original description

About this listing

Category: General
Reported license: MIT
Listing language (estimated): English
Review status: Not individually reviewed
Agent compatibility: Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.