Prepare a meeting-ready alternative-investments brief for a client, household, IRA, trust, or named account before a review — pulls the alts book from iCapital or Addepar (positions, NAV vs. commitment, called and unfunded amounts, contributions/distributions/subscriptions/redemptions, lockups, and the platform's own IRR/TVPI/DPI/RVPI) and sits it beside the liquid book and IPS target from the…
安装
npx skills add anthropics/claude-for-financial-advisors --skill alts-briefnpx skills add anthropics/claude-for-financial-advisors --skill alts-brief -a claude-code -gnpx skills add anthropics/claude-for-financial-advisors --skill alts-brief -a codex -ggemini skills install https://github.com/anthropics/claude-for-financial-advisors.git --path skills/alts-briefgh skill install anthropics/claude-for-financial-advisors alts-briefgit clone --depth 1 https://github.com/anthropics/claude-for-financial-advisors /tmp/anthropics__claude-for-financial-advisors
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/alts-brief ~/.claude/skills/alts-brief # Claude Code
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/alts-brief ~/.agents/skills/alts-brief # Codex, Cursor, Gemini CLI, Copilot, OpenCode