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anyai.fyi

model-prep

Skill from Vanguard-oss/vanguard-advisor-tools

Documents & Office No risky patterns found curated contains scripts pdfwordmeeting

Install

npx skills add Vanguard-oss/vanguard-advisor-tools --skill model-prep

Runs the open skills CLI and installs the skill for your agent (Claude Code, Codex, Cursor …). Alternatively copy the skill folder into .claude/skills/ or upload it in Claude.ai under Settings → Skills.

As a Claude Code plugin

/plugin marketplace add anthropics/claude-plugins-official /plugin install vanguard-advisor-tools@vanguard-advisor-tools

This skill is part of the plugin “vanguard-advisor-tools”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.

What does the model-prep skill do?

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. Use when an advisor asks about model portfolios, model series, prebuilt or off-the-shelf portfolios, outsourcing portfolio construction, wants a PDF of a model one-pager, or wants to prepare for a client conversation about a model approach. Also use when an advisor describes a client need or goal — income, growth, retirement, "something safer" — and asks what portfolio to show, present, put in front of, or build for them, even when they never say the word "model" and name no specific funds. That phrasing is how advisors actually open this request. This skill covers model portfolios rather than individual funds, so weighing two or more specific tickers against each other is a fund-comparison question and outside its scope.

Description from the SKILL.md in the source repository.

Questions about model-prep

What does the model-prep skill do?

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. Use when an advisor asks about model portfolios, model series, prebuilt or off-the-shelf portfolios, outsourcing portfolio construction, wants a PDF of a model one-pager, or wants to prepare for a client conversation about a model approach. Also use when an advisor describes a client need or goal — income, growth, retirement, "something safer" — and asks what portfolio to show, present, put in front of, or build for them, even when they never say the word "model" and name no specific funds. That phrasing is how advisors actually open this request. This skill covers model portfolios rather than individual funds, so weighing two or more specific tickers against each other is a fund-comparison question and outside its scope.

How do I install model-prep?

In a terminal: npx skills add Vanguard-oss/vanguard-advisor-tools --skill model-prep. The skills CLI asks which agents to install it for. In Claude.ai you can upload the skill folder as a ZIP under Settings → Skills.

Which agents can use model-prep?

Skills use the open SKILL.md format, which Claude Code, Claude.ai, the Claude API, OpenAI Codex, Cursor, Gemini CLI and other agents support.

Is model-prep safe to use?

Our automatic check found no risky patterns (piped shell scripts, hidden characters, secret access, prompt overrides). It is not a full audit – read the SKILL.md and any scripts before installing.

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