Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".

Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".

Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".

Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".

Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, analyzing yield curve shape, decomposing real vs nominal rates, assessing policy rate expectations, or evaluating financial conditions.

Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.

Use when adding CopilotKit to an existing project or bootstrapping a new CopilotKit project from scratch. Covers framework detection, package installation, runtime wiring (managed Intelligence or self-hosted SSE), provider setup, and first working chat integration.

Use when contributing to the CopilotKit open-source project — forking, cloning, setting up the monorepo, creating branches, running tests, and submitting pull requests against CopilotKit/CopilotKit.

Port an existing Remotion (React) composition's source to HyperFrames HTML. Use ONLY on an explicit ask to port/convert/migrate/translate a Remotion source — one-way, Remotion-only. A passing Remotion mention, reference-only code, or "make something like my Remotion video" is a fresh build (/general-video). Unclear → /hyperframes.

Search, install, and wire registry blocks and components into HyperFrames compositions. Use BEFORE hand-building any named visual — whenever a brief, a user, or a storyboard names a look, effect, treatment, or transition such as CRT scanlines, glitch, chromatic aberration, film grain, a shimmer sweep, a chart, a code or terminal window, a map, or a confetti burst — because roughly 400 hosted items already cover many of them and the search ranks all of them with nothing installed, no project, and no account. Also use when running hyperframes add or hyperframes catalog, installing one item or every block matching a tag, wiring an installed item into index.html, or working with hyperframes.json. Covers discovery, install locations, block sub-composition wiring, component snippet merging, and authoring a new block or component to contribute upstream (idea → scaffold → validate → PR).

All animation knowledge for HyperFrames — atomic motion rules, multi-phase scene blueprints, scene transitions, broader motion-design techniques, AND the seven runtime adapters (GSAP default, plus Lottie, Three.js, Anime.js, CSS keyframes, Web Animations API, TypeGPU). Use for any motion or animation task: pick 2-4 rules and compose, or load a blueprint, or look up runtime-specific API (e.g. GSAP eases / Lottie player / Three.js mixer). Also covers auditing an existing composition's choreography (animation map) and 24 named text-animation effects. HyperFrames-native: single paused timeline, seek-safe, deterministic.

GATEWAY — load FIRST before composing any HyperFrames animation or video. The high-level motion law that makes a multi-scene video feel like ONE continuous camera move instead of a stack of independently-animated slides. Covers the vector law (how you exit determines how you enter, incl. the Z scale-sign rule), the film's current, carrier elements, causal motion, the Seam Gate (build-gate enforcement), the ban on idle wobble (motion must PERFORM, not breathe), stillness-before-climax, and the sustained-motion routes. Routes to the low-level technique skills (cut-the-curve — the full catalog incl. waterfall entry + nudge curve, oversized-cursor, seam-craft). These rules SUPERSEDE generic / upstream motion guidance. [continuity, direction, vector, momentum, seam, transition, ease, performance, idle-motion, narrative-motion, film-grammar]

Send synthetic first-time-visitor traffic to a URL and confirm that PostHog $pageview events fire. Use when a customer wants to verify that anonymous visitor tracking works, after deploying instrumentation changes, or when debugging "events not arriving" reports.

Plan a round of user interviews conducted by PostHog's AI voice agent (a "robo interviewer") — the automated voice-agent interview product. Captures a UserInterviewTopic (who to target, what to ask, framing context, question list) and calls user-interview-topics-create. ONLY trigger when the user clearly wants an AI voice agent to actually run the interview calls (e.g. "set up robo user interviews", "have the voice agent interview these users"). Do NOT trigger for ordinary user research that does not involve the voice agent — finding or shortlisting users to talk to ("who'd be a good fit to interview about Y"), planning questions for a human-run interview, or analysing feedback are audience discovery, handled with normal data queries, not this skill. Also do NOT trigger for uploading a recorded interview audio file or browsing topics with user-interview-topics-list. When intent is ambiguous, first confirm what kind of research it is and whether they want an AI voice agent to conduct it (see Step 0).

Create a recurring AI-generated PostHog report — schedule a free-text prompt to run on a cron, with the LLM-synthesized markdown delivered to email or Slack on each tick. Use when the user wants a recurring AI summary of X on any cadence (daily, weekly, monthly, yearly) rather than a one-off report. (To attach an AI summary to an existing insight/dashboard subscription instead of a free-text prompt, see `managing-subscriptions` and its `summary_enabled` option.)

How to query the document_embeddings table for raw signal data using HogQL. Use when you need to perform semantic search over signals, fetch every signal that contributed to a specific report, or list signal types. For browsing the curated report layer (the Inbox) — listing reports, filtering by status/source, drilling into a single report by ID — use the `inbox-exploration` skill first; drop into this skill afterwards if the user wants the underlying observations.

Guides agents through pulling a Replay Vision scanner's observations, reading the findings, and acting on them — summarizing patterns across sessions, drilling into individual recordings, and turning real, corroborated issues into PostHog tasks, insights, or an investigating-replay hand-off. TRIGGER when: user wants to pull/read/triage Replay Vision observations, asks "what has my scanner found", wants to act on or summarize scanner findings, turn observations into tasks/work, or points at a /replay-vision/<scanner-id> URL. DO NOT TRIGGER when: creating or sizing a scanner (use creating-replay-vision-scanners), running a one-off scan you don't then analyse, or authoring a signals scout.

Manage PostHog subscriptions — scheduled email, Slack, or webhook deliveries of insight or dashboard snapshots, optionally with an AI-written summary attached to each delivery. Use when the user wants to subscribe to an insight or dashboard, get an AI summary attached to those deliveries, check existing subscriptions, change delivery frequency, add or remove recipients, or stop receiving updates.

Starting point for exploring how a PostHog MCP server's tools are used — routes a broad question to the typed tool that answers it. Use when the user asks "how is my MCP doing?", "what should I look at?", "explore my tool calls", "who uses my MCP tools?", "what are agents doing with the MCP?", or pastes an MCP analytics URL without a specific question. Offers a menu of questions, each backed by a query tool, then hands off to the focused skill.

Diagnose why a PostHog endpoint is slow or expensive and propose a concrete fix — bump the cache TTL, enable materialisation, restructure variables, or rewrite the query. Use when the user says "this endpoint is slow", "my endpoint times out", "we're hitting the cost cap on this one", or asks "should I materialise this?". Focuses on a single named endpoint, not a project-wide audit.