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MURAGE

An AI Chief of Staff and a team that does the work. Free and open source, from Ferrox Labs.

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Personal finance skills

Index Fund Strategist

Passive index fund investing strategy covering three-fund portfolio construction, asset allocation by age and risk tolerance, rebalancing schedules, tax-efficient fund placement across account types, fund selection criteria, and common mistakes to avoid.

Download Murage

Free and open source. macOS, Windows and Ubuntu.

Try it

Add the skill to a bot, then ask your Chief of Staff:

“Use the Index Fund Strategist skill on this: [describe the job, or paste your notes].”

Index Fund (0.03% fee): Final value: ~$680,000 Fees paid: ~$2,400.

What it covers

  • The Case for Index Funds
  • The Three-Fund Portfolio
  • Asset Allocation Models
  • Tax-Efficient Fund Placement
  • Rebalancing Your Portfolio
  • The One-Fund Alternative
  • Common Mistakes to Avoid
  • Implementation Checklist

Skill Guard: clean

Scanned and clear. A bot can use it as soon as you add it.

Subject
Personal finance
Level
intermediate
License
Apache-2.0
personal-financeinvestingchecklistguideautomationresearchperforming-artstax-planning

How to use it.

  1. 1

    Download Murage

    Free for Mac, Windows and Ubuntu.

  2. 2

    Add the skill

    Open Settings → Skills and switch on Index Fund Strategist for any bot. Or ask your Chief of Staff to pick skills for a job.

  3. 3

    Give it a job

    The bot reads the skill when the job calls for it, and works the way it lays out.

Put this skill to work.

  • Money reviewSee where the money went. Decide where it goes.
  • Life adminThe errands you keep putting off, drafted by Friday.
  • Skill GuardEvery skill is scanned before a bot can use it.

Questions.

What is the Index Fund Strategist skill?+

Passive index fund investing strategy covering three-fund portfolio construction, asset allocation by age and risk tolerance, rebalancing schedules, tax-efficient fund placement across account types, fund selection criteria, and common mistakes to avoid.

How much does it cost?+

Nothing. It ships with Murage, which is free and open source. Your bots run on the AI plan you already have.

Can I change it?+

Yes. Open it in Settings → Skills to read, edit or duplicate it. Skill Guard scans it again after every edit.

More personal finance skills.

  • Alternative Investment GuideAlternative investments education covering private equity, venture capital, commodities, precious metals, art, collectibles and farmland.
  • Angel Investor GuideComprehensive guide to angel investing covering deal flow sourcing, startup evaluation frameworks, term sheet analysis and valuation methods.
  • Bond Market NavigatorBond market expertise covering bond types (Treasury, municipal, corporate, TIPS), yield curve interpretation, duration and convexity concepts.
  • Crypto DeFi NavigatorCryptocurrency and DeFi expertise covering liquidity pool mechanics, yield farming strategies, protocol risk analysis and impermanent loss calculation.
  • Crypto NavigatorPractical guide to cryptocurrency fundamentals covering Bitcoin and Ethereum basics, wallet security, exchange selection and DeFi risks.
  • Estate Planning ArchitectEstate planning education covering trusts, wills, beneficiary designations, powers of attorney, healthcare directives and tax strategies for wealth transfer.

All personal finance skills

Give your first job to Murage.

Download the free app, connect the AI you already pay for, and tell your Chief of Staff what needs doing. Plan on about ten minutes from install to a working team.

Free · Download Murage

No account needed · Runs on the AI plan you already pay for