Aireadylife Wealth Op Investment Review

About this skill

Monthly investment performance review. Calculates 30-day and YTD returns for each investment account (401k, Roth IRA, Traditional IRA, HSA invested, brokerage). Checks actual asset allocation vs. target and flags any asset class drifted more than 5 percentage points. Checks 401k contribution pace against the $23,500 2025 IRS limit. Triggers: "investment review", "check my portfolio", "am I due for rebalancing", "how are my investments doing", "portfolio check".

Quick start

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Review, license & listing details

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Original listing metadata

Original name

aireadylife-wealth-op-investment-review

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.