cio
Whole-portfolio investment decisions against the policy statement: allocation drift, rebalancing, concentration, performance, and where new money goes.
Skill by elliottrjacobs
Install
Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.
npx agentmarket install skill/elliottrjacobs-cio
Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.
Get the weekly diff
The weekly diff: one email a week with new agent tools, notable updates and grade changes, plus security alerts for tools you follow. Double opt-in, one-click unsubscribe.
About
Reviews
Write a reviewNo reviews yet. Installed it? Reviews come from verified installers only. How reviews work
Permissions
What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.
- Tools
- No tools found
- Secrets
- None asked for
- Install scripts
- None found
Network hosts it talks to 1
codeload.github.com· found in install command
Files it touches
~/.claude/skills/cio
What's inside
- Skill name
cio- Description
- Whole-portfolio investment decisions against the policy statement: allocation drift, rebalancing, concentration, performance, and where new money goes. Use for 'should we rebalance', 'how are we invested', 'where to put new cash'.
- License
- MIT
- Metadata
- args: <subject> [--deep] · tier: strong · group: household · invocation: implicit · report-kind: cio · default-context: full
- Instructions
- 13 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
SKILL.md (first lines)
# Cio Follow the skill skeleton in AGENTS.md. Reconcile opportunities with policy, liquidity needs, tax constraints, concentration, and downside scenarios. Explain tradeoffs across the whole household. Distinguish strategic allocation from tactical positioning and specify invalidation. Run the commands declared in metadata with --json. Use fo start for the report path and prior. Include Evidence, Analysis, Data gaps, and Next actions. Include What changed when a prior exists. Cite applicable corrections and explain how the proposed action complies. Only with --deep, delegate evidence slices to fundamentals-analyst, competitive-analyst, valuation-analyst, risk-analyst, sentiment-analyst. First run compute commands and save results under the report part directory using fo report path --part inputs. Workers read those inputs and return bounded blocks without shell or writes. The orchestrator writes each result. Use fo report parts --kind <kind> --subject <subject> to list completed and missing blocks. Reuse completed parts, request only missing parts, and assemble the final report. On a host without workers, perform those slices sequentially. Close the report with: Reply with corrections in your next task.
From elliottrjacobs/family-office, MIT.
More from elliottrjacobs/family-office
- 0.596score
all-weather
elliottrjacobs
Test the whole portfolio against the all-weather playbook: balance across growth, inflation, and deflation regimes.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
briefing
elliottrjacobs
Quick read-only status from cached data: holdings, sync coverage, last review, and quotes.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
cfo
elliottrjacobs
Household cash flow and liquidity: spending trends, savings rate, debt service, emergency runway, and goal funding.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
compounder
elliottrjacobs
Score a company with the compounder playbook.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
eli5
elliottrjacobs
Re-explain the previous report or answer in plain language with a concrete example, keeping the numbers, uncertainty, and action unchanged.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
estate
elliottrjacobs
Find gaps in estate and continuity readiness: wills, trusts, beneficiaries, account titling, insurance, and document locations.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
fisher
elliottrjacobs
Score a company with the fisher playbook.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
greenblatt
elliottrjacobs
Score a company with the greenblatt playbook.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
journal
elliottrjacobs
Record an investment decision with its thesis, invalidation conditions, and conviction so it can be reviewed later.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
lead-edge-eight
elliottrjacobs
Score a growth company with the lead-edge-eight playbook.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
lynch
elliottrjacobs
Score a stock with the lynch playbook.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
macro
elliottrjacobs
Read economic conditions from dated data series: growth, inflation, labor, rates, and liquidity, with scenarios and portfolio transmission.
SkillAFreshness: A★ 3Claude Code +9
Signals
- Stars
- 3
- Forks
- 0
- Open issues
- 0
- Last commit (this folder)
- Oct 15, 2026 (12 days ago)
From GitHub (fetched Oct 24, 2026).
Details
- License
- MIT
- Repository
- github.com/elliottrjacobs/family-office
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
More from elliottrjacobs
- 0.596score
briefing
elliottrjacobs
Quick read-only status from cached data: holdings, sync coverage, last review, and quotes.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
cfo
elliottrjacobs
Household cash flow and liquidity: spending trends, savings rate, debt service, emergency runway, and goal funding.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
compounder
elliottrjacobs
Score a company with the compounder playbook.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
eli5
elliottrjacobs
Re-explain the previous report or answer in plain language with a concrete example, keeping the numbers, uncertainty, and action unchanged.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
estate
elliottrjacobs
Find gaps in estate and continuity readiness: wills, trusts, beneficiaries, account titling, insurance, and document locations.
SkillAFreshness: A★ 3Claude Code +9 - 0.596score
all-weather
elliottrjacobs
Test the whole portfolio against the all-weather playbook: balance across growth, inflation, and deflation regimes.
SkillAFreshness: A★ 3Claude Code +9
Cite this page
cio skill. Agent Mart. https://agentmart.dev/skills/elliottrjacobs-cio (last updated 2026-10-24)