Real file from a public repo · synced Aug 26, 2026
advisor-dashboards
Design, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks. Use when the user asks about tracking firm-level metrics, monitoring advisor productivity, measuring organic growth rate, analyzing client retention and attrition, building executive or branch manager views, setting up exception alerts for NIGO and operational items, benchmarking against industry peers, or designing role-based dashboard access. Also trigger when users mention 'how is the practice doing', 'revenue per advisor', 'client attrition', 'net new assets', 'effective fee rate', 'practice benchmarking', 'AUM growth decomposition', or 'advisor capacity'.
Works with
Install in three steps
- 1
Download the ZIP
One file per agent, plus INSTALL.md with the exact paths below.
- 2
Claude Code: copy SKILL.md into your skills folder
.claude/skills/advisor-dashboards/SKILL.md # this project ~/.claude/skills/advisor-dashboards/SKILL.md # every project
- 3
Other agents: use the matching file
skill.mdc goes in Cursor’s .cursor/rules/. AGENTS.md works as GitHub Copilot instructions, a legacy .cursorrules, or a Codex / Gemini CLI instructions file.
More Observability skills
All Observability skills
google-agents-cli-observabilitygoogle/agents-cliFor deployment_target = agent_runtime, run agents-cli infra single-project before the first agents-cli deploy.Observability127.8k
azure-observabilitymicrosoft/azure-skillsAzure Observability Services including Azure Monitor, Application Insights, Log Analytics, Alerts, and Workbooks. Provides metrics, APM, distributed tracing, KQL queries, and interactive reports. USE FOR: Azure Monitor, Application Insights, Log Analytics, Alerts, Workbooks, metrics, APM, distributed tracing, KQL queries, interactive reports, observability, monitoring dashboards. DO NOT USE FOR: instrumenting apps with App Insights SDK (use appinsights-instrumentation), querying Kusto/ADX clusters (use azure-kusto), cost analysis (use azure-cost-optimization).Observability98.3k
workers-best-practicescloudflare/skillsReviews and authors Cloudflare Workers code against production best practices. Load when writing new Workers, reviewing Worker code, configuring wrangler.jsonc, or checking for common Workers anti-patterns (streaming, floating promises, global state, secrets, bindings, observability). Biases towards retrieval from Cloudflare docs over pre-trained knowledge.Observability67.2k
