Cowork plugin for tracking a Ray Dalio All Weather Portfolio adapted for a Singapore investor.
| Skill | Trigger | What it does |
|---|---|---|
finance-kb-init |
/finance-kb-init |
Scaffold the finance Obsidian vault |
finance-ingest |
"ingest portfolio snapshot" | Parse pasted holdings, update wiki |
finance-weekly-review |
/finance-weekly-review |
Weekly drift report → 1-2 rebalancing tasks |
finance-rebalance |
"rebalance calc" | Exact trade amounts per platform |
finance-query |
"query finance:" | Search KB, answer with citations |
- Install this plugin in Cowork
- Run
/finance-kb-init— creates~/obsidian/finance/vault - Paste your current holdings and run
finance-ingest - Run
/finance-weekly-reviewfor your first drift report - Schedule weekly:
/schedule weekly /finance-weekly-review
| Asset Class | Target % | Primary Instruments |
|---|---|---|
| Equities | 30% | IWDA (IBKR), ES3.SI (DBS) |
| Long-Term Bonds | 40% | TLT (IBKR), SSB |
| Intermediate Bonds | 15% | IEF (IBKR), T-bills |
| Gold | 7.5% | GLD (IBKR), OCBC gold |
| Commodities | 7.5% | PDBC (IBKR) |
Configured in each skill via VAULT= — defaults to ~/obsidian/finance/. Update this path in all five SKILL.md files to match your Obsidian vault location.
- Drift ≥ 3% from target → rebalancing task
- Max 2 tasks per weekly review (largest drifts first)
- Prefer adding to underweight over selling overweight (tax efficiency)
- CPF-OA headroom checked before recommending cash buys