Help a financial advisor find Vanguard model portfolios that match a client need, understand how those models are built, and produce a meeting-ready advisor one-pager — as text and as a styled PDF — with optional client-facing material.
Install
npx skills add Vanguard-oss/vanguard-advisor-tools --skill model-prepnpx skills add Vanguard-oss/vanguard-advisor-tools --skill model-prep -a claude-code -gnpx skills add Vanguard-oss/vanguard-advisor-tools --skill model-prep -a codex -ggemini skills install https://github.com/Vanguard-oss/vanguard-advisor-tools.git --path skills/model-prepgh skill install Vanguard-oss/vanguard-advisor-tools model-prepgit clone --depth 1 https://github.com/Vanguard-oss/vanguard-advisor-tools /tmp/Vanguard-oss__vanguard-advisor-tools
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/Vanguard-oss__vanguard-advisor-tools/skills/model-prep ~/.claude/skills/model-prep # Claude Code
cp -R /tmp/Vanguard-oss__vanguard-advisor-tools/skills/model-prep ~/.agents/skills/model-prep # Codex, Cursor, Gemini CLI, Copilot, OpenCode