AGENT SKILLS ATLASWealth Management
Wealth management, financial planning, and investment analytics skill. Compounds on finance-substrate for Colombian tax-optimized wealth building. Runs descriptive (portfolio health), predictive (compound growth projections, Monte Carlo), and prescriptive (allocation, rebalancing, tax-efficient withdrawal) analytics. Use when: (1) projecting long-term wealth growth, (2) optimizing asset allocation, (3) running scenario/stress tests on a portfolio, (4) planning tax-efficient contributions or withdrawals, (5) generating a wealth dashboard or net worth timeline, (6) goal-based financial planning (retirement, housing, education). Triggers on: 'wealth management', 'compound interest', 'asset allocation', 'portfolio projection', 'net worth forecast', 'retirement planning', 'investment strategy', 'rebalancing', 'monte carlo', 'financial plan'.
Skill stats
Skills1CategoryGeneralStars0
About this skill
Wealth management, financial planning, and investment analytics skill. Compounds on finance-substrate for Colombian tax-optimized wealth building. Runs descriptive (portfolio health), predictive (compound growth projections, Monte Carlo), and prescriptive (allocation, rebalancing, tax-efficient withdrawal) analytics. Use when: (1) projecting long-term wealth growth, (2) optimizing asset allocation, (3) running scenario/stress tests on a portfolio, (4) planning tax-efficient contributions or withdrawals, (5) generating a wealth dashboard or net worth timeline, (6) goal-based financial planning (retirement, housing, education). Triggers on: 'wealth management', 'compound interest', 'asset allocation', 'portfolio projection', 'net worth forecast', 'retirement planning', 'investment strategy', 'rebalancing', 'monte carlo', 'financial plan'.
Quick start
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Review, license & listing details
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Original listing metadata
Original name
wealth-managementOriginal description
Wealth management, financial planning, and investment analytics skill. Compounds on finance-substrate for Colombian tax-optimized wealth building. Runs descriptive (portfolio health), predictive (compound growth projections, Monte Carlo), and prescriptive (allocation, rebalancing, tax-efficient withdrawal) analytics. Use when: (1) projecting long-term wealth growth, (2) optimizing asset allocation, (3) running scenario/stress tests on a portfolio, (4) planning tax-efficient contributions or withdrawals, (5) generating a wealth dashboard or net worth timeline, (6) goal-based financial planning (retirement, housing, education). Triggers on: 'wealth management', 'compound interest', 'asset allocation', 'portfolio projection', 'net worth forecast', 'retirement planning', 'investment strategy', 'rebalancing', 'monte carlo', 'financial plan'.
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.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI