Skill Router: Rikdom Codex Skills
Use this file to choose the right skill for the user intent.
Which Skill To Use
- For users creating, filling, reviewing, or updating
data/policy.json, an Investment Policy Statement (IPS), objectives, target allocation, glide path, rebalancing rules, retirement assumptions, constraints, or guardrails: use.codex/skills/define-policy/SKILL.md. - For novice users asking portfolio questions, analysis, summaries, allocation checks, trend checks, or basic imports: use
.codex/skills/rikdom-portfolio-analyst/SKILL.md. - For advanced users extending rikdom internals, schemas, plugin contracts, plugin code, or engine wiring: use
.codex/skills/rikdom-extensibility-engineer/SKILL.md.
Shared Rule
All skills require asking for portfolio path context first:
What is your rikdom portfolio data path? You can send: (1) the data directory, (2) a full path to portfolio.json, or (3) the workspace root + portfolio name.