Kubera

Read and manage Kubera.com portfolio data (net worth, assets, debts, allocation, holdings). Use when a user asks about their finances, net worth, portfolio, investments, holdings, asset allocation, or wants to update asset values in Kubera. Works with any AI agent or CLI that can run Python scripts.

Yield

Conversational Compounding Engine — models every bot message as a financial investment that compounds trust, micro-commitments, and conversion momentum over...

Investment Policy Statement Drafter

Use this skill when an IAR, CFP® practitioner, trust officer, or ERISA fiduciary needs to draft an Investment Policy Statement for an individual, trust, plan...