Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLIAbout this skill
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.
Quick start
- Copy the install prompt. Use the green button above this README.
- Send it to your agent. Paste it into your coding agent’s chat and send.
- Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.
Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.
0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1
Content SHA-256: 0d80617741b9e823bb9d7ead861cbd727cd2f81cef2a3b826798edb00df352f0
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.