Held Away Radar
by zocks-communicationsa3e445c13966No licenseListed Oct 8, 2026Updated Oct 8, 2026
Ranked pipeline of held-away asset opportunities from the advisor's own recent meetings — old 401(k)s, outside brokerage accounts, inheritances, business sale proceeds, real estate, spouse assets — grouped by household and marked new, raised again, nothing new since, task created, or client agreed. Use whenever the user asks what held-away or outside money came up recently, wants their consolidation pipeline or money in motion, mentions old 401(k)s or outside accounts, or says things like "run the radar" or "held-away opportunities". Requires Zocks MCP — will not run from transcripts, uploads, or any other source.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| references/ai-result-shapes.md | 9.6 KB | text/markdown |
| references/data-budget.md | 12.2 KB | text/markdown |
| references/extraction.md | 3.9 KB | text/markdown |
| references/output-modes.md | 6.3 KB | text/markdown |
| references/output-template.md | 7.6 KB | text/markdown |
| references/ranking.md | 2.6 KB | text/markdown |
| references/run-setup.md | 11.7 KB | text/markdown |
| references/scheduling.md | 4.9 KB | text/markdown |
| SKILL.md | 18.4 KB | text/markdown |
Source and attribution
Source:zocks-communications/zocks-agent-pluginsinskills/held-away-radarat commita3e445c
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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