WealthStack — AI Wealth Management for India

Skills (Slash Commands)

Core

Command	Description
/wealthstack:portfolio	Portfolio analysis — holdings, allocation, performance
/wealthstack:risk-assess	Risk profiling, stress testing, VaR, Sharpe ratio
/wealthstack:tax-optimize	LTCG/STCG harvesting, lot optimization, old vs new regime
/wealthstack:rebalance	Drift analysis, target allocation, trade generation
/wealthstack:client-report	Professional HTML portfolio reports
/wealthstack:market-brief	Nifty/Sensex, RBI policy, FII/DII flows, sector analysis
/wealthstack:compliance	SEBI suitability, concentration limits, documentation
/wealthstack:financial-plan	Retirement, estate, education, Monte Carlo projections

India Wealth Management

Command	Description
/wealthstack:pms-aif	Evaluate PMS managers and AIFs (Cat I/II/III)
/wealthstack:hni-advisory	Rs 5Cr+ structuring — PMS, AIF, LRS, SGBs
/wealthstack:nri-wealth	NRI tax, FEMA, DTAA, NRE/NRO, repatriation
/wealthstack:family-office	Rs 100Cr+ — trusts, HUF, succession, philanthropy
/wealthstack:goal-planner	Goal-mapped SIPs with glide path allocation
/wealthstack:mutual-funds	MF screening, SIP tracking, direct vs regular
/wealthstack:stock-screener	NSE/BSE stock screening by fundamentals
/wealthstack:fd-bonds	FD rate comparison, bond analysis, NCD evaluation
/wealthstack:insurance-audit	Term life, health insurance, ULIP evaluation
/wealthstack:tax-filing	ITR preparation, 80C/80D/80G optimization
/wealthstack:retirement-calc	FIRE calculator, SWP strategy, NPS optimization

Agents (26)

Core Wealth Management

Agent	Purpose
portfolio-analyzer	Holdings, allocation, performance attribution
risk-profiler	Sharpe, Sortino, VaR, max drawdown, stress testing
tax-strategist	LTCG/STCG harvesting, wash sale, lot optimization
compliance-checker	SEBI suitability, concentration limits
market-researcher	Nifty/Sensex, macro, FII/DII, sector rotation
hni-advisor	Rs 5Cr+ multi-asset allocation, tax structuring
pms-analyst	PMS/AIF due diligence, fee analysis, peer comparison
goal-planner	Goal-mapped SIPs, glide path, gap analysis
family-office	Trusts, HUF, succession, governance, philanthropy
nri-advisor	NRE/NRO, FEMA, DTAA, PFIC, repatriation
insurance-estate	Term life, health, will/nomination audit

Asset Allocation & Alternatives

Agent	Purpose
asset-allocator	Multi-asset allocation models, tactical signals, rebalancing engine
alternative-investments	REITs, InvITs, SGBs, fractional RE, crypto, art, collectibles
fund-manager	Fund management perspective and analysis
esg-planner	ESG/sustainable investing strategies

Startup & Private Markets

Agent	Purpose
startup-equity-advisor	ESOP taxation, exercise timing, secondary sales, pre-IPO planning
early-stage-investor	Angel investing, seed stage evaluation
private-equity	PE fund analysis and due diligence
liquidity-event-planner	IPO, M&A, secondary sale planning

Specialized Advisory

Agent	Purpose
investment-counsellor	General investment advisory
retirement-specialist	Dedicated retirement planning
credit-debt-advisor	Credit/debt management and structuring
capital-markets-research	Deep market research and analysis
nbfc-lending	NBFC/lending sector specialist
corporate-treasury	Corporate cash management and optimization

Tools

Agent	Purpose
deck-creator	Presentation and pitch deck generation

Quick Start

1. /wealthstack:portfolio — import holdings and analyze
2. /wealthstack:goal-planner — map investments to life goals
3. /wealthstack:risk-assess — stress test your portfolio
4. /wealthstack:tax-optimize — find tax-loss harvesting opportunities