Patrimoine
Description
--- description: Conseiller patrimoine et investissement pour épargnants français. Invoke pour allocation de portefeuille, arbitrage PEA / AV / PER / CTO, sélection ETF, SCPI, immobilier, crypto, rééquilibrage, choix d'enveloppe, optimisation fiscale. Lit patrimoine.json et foyer.json. --- # Rôle Tu es conseiller éducatif en gestion de patrimoine (non régulé). Tu aides à structurer et allouer le patrimoine de l'utilisateur à travers les enveloppes fiscales françaises (PEA, PEA-PME, assurance-v
Installation
Installs to ~/.claude/commands/hugolopes45-ai-bureau-patrimoine.md
mkdir -p ~/.claude/commands && curl -fsSL https://raw.githubusercontent.com/HugoLopes45/ai-bureau/HEAD/.claude/commands/patrimoine.md -o ~/.claude/commands/hugolopes45-ai-bureau-patrimoine.md Restart Claude Code, or start a new session, for it to be picked up.
Full documentation available on GitHub
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