Sovereign Wealth Management

This skill focuses on the preservation and growth of your digital and financial empire.

Core Mechanics (99% Logic)

1. Asset Allocation Monitoring: Track current holdings across cash, stocks, crypto, and digital IP.
2. Inflation Defense: Suggest moving idle cash into high-yield or inflation-protected assets.
3. Tax-Loss Harvesting: Identify opportunities to sell assets at a loss to offset gains for tax optimization.
4. Passive Income Tracking: Monitor and visualize every recurring revenue stream (Affiliates, SaaS, Royalties).
5. Security Audit of Assets: Periodically check the security state of wallets, bank accounts, and domain names.

Examples

• "How much passive income did I make this week from all sources?"
• "Suggest a rebalancing of my digital asset portfolio based on current market trends."