> ## Documentation Index
> Fetch the complete documentation index at: https://docs.textql.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Wealth Starter Pack
> A hands-on workshop that takes you from "I have this ontology repo and nothing else" to "I’m asking Ana governed questions about my own custody and portfolio data — and the mode…
A hands-on workshop that takes you from *"I have this ontology repo and nothing else"* to *"I'm asking Ana governed questions about my own custody and portfolio data — and the model grows itself as I work"* — mostly without leaving the Ana chat window.
The **Wealth & Asset Management Starter Pack** is a **document of domain expertise** over a portfolio/custody book of record — clients, households, accounts, positions, securities, transactions, advisors, benchmarks, fees, AUM, flows, performance, allocation, concentration, and revenue quality. It's **just files** (Markdown + `.tql`) in a git repo: [`TextQLLabs/ontology-starter-kits/tree/main/wealth`](https://github.com/TextQLLabs/ontology-starter-kits/tree/main/wealth) — **your TextQL team grants access and sets up your own fork** (your adaptations live in your fork; the template stays pristine).
**This is not a form to fill out** — The starter is a **warm start, not a finished model to deploy**. Treating it as "close enough" and shipping it is the fastest way to build a model nobody trusts. So we begin by naming your **North Star** — what someone does differently on Monday when this works — and in **Module 1** you let Ana look at your data and draft it for you. Then the model **accretes from real questions**: Ana reads what's known, explores only the frontier, answers, and proposes additions back as git commits you review. (The repo's [`NORTH_STAR.md`](https://github.com/TextQLLabs/ontology-starter-kits/blob/main/wealth/NORTH_STAR.md) is your starting point — no questionnaire to fill out.)
## What you'll do
Entity spine, metrics, classification, governance, decisions, validation.
Let Ana look at your data and draft what the ontology is for — saved as north\_star.md.
The ontology repo, your warehouse (read-only), your documents.
Ana diffs the model vs. your tables and opens the fix as a PR.
Asset-class & GICS look-through, security-identifier crosswalks — zero warehouse writes.
AUM, net flows, return, allocation, concentration, fee yield — with the SQL shown.
MNPI, PII, and small-cell defaults, golden queries, and making the definitions yours.
**What ships in the box** — **Free / public classification structure** (the asset-class taxonomy, the 11 GICS sector *names* + groups, the OpenFIGI identifier crosswalk, ISO 4217/3166) is in the repo — yours to keep and extend. Licensed systems (CUSIP, the per-security GICS mapping) are modeled **structurally** and sourced from **your own licensed feed**; we never bundle the security master.
**No customer data — ever** — The starter is built entirely from public standards (FIBO / ISO 20022 / OpenFIGI / GICS structure). Connecting it never uses your data to improve the template; it runs **read-only**, and your adaptations live in **your own repo**, never back in the template.
**T-minus-1-day pre-flight:** run the workshop's key prompts end-to-end in the session workspace — confirm logins, connectors, and the features this workshop touches are enabled for every attendee; have a fallback demo workspace ready in case a customer connector fails live. **Pacing:** when a long prompt is running (2–4 min), fire it first, then discuss the concept while Ana works — never watch a spinner in silence. If behind schedule, cut sections marked optional, never the checkpoints. **Group sessions:** attendees drive, you narrate; collect every miss or wrong answer in a shared doc — that list is the ontology backlog. With 10+ attendees on one warehouse, stagger the heavy prompts.
**🤖 Prefer to have Ana run this workshop?** Open a thread with your data connected and paste the prompt below — Ana walks you through it on your own data, one step at a time. You run each prompt; she coaches. *(Air-gapped / VPC tenants where Ana can't reach the web: download [`ana-runner.md`](https://github.com/TextQLLabs/workshops/blob/main/wealth-starter/ana-runner.md) and paste its module list instead.)*
```text Run with Ana theme={null}
Hey Ana — facilitate the "Wealth Starter" workshop with me in this thread, on the data connected here. Pull the steps from https://textqllabs.github.io/workshops/wealth-starter/ and run it interactively: look at my data first (2–3 lines), then go ONE module at a time. For each module, give ME the prompt to copy and run as my next message, tell me what to look for, then wait and coach me on my result. Start with what you see, then Module 0.
```
[**▶ Open in Ana — prompt loaded**](https://app.textql.com/chat/new?prefill=Hey%20Ana%20%E2%80%94%20facilitate%20the%20%22Wealth%20Starter%22%20workshop%20with%20me%20in%20this%20thread%2C%20on%20the%20data%20connected%20here.%20Pull%20the%20steps%20from%20https%3A//textqllabs.github.io/workshops/wealth-starter/%20and%20run%20it%20interactively%3A%20look%20at%20my%20data%20first%20%282%E2%80%933%20lines%29%2C%20then%20go%20ONE%20module%20at%20a%20time.%20For%20each%20module%2C%20give%20ME%20the%20prompt%20to%20copy%20and%20run%20as%20my%20next%20message%2C%20tell%20me%20what%20to%20look%20for%2C%20then%20wait%20and%20coach%20me%20on%20my%20result.%20Start%20with%20what%20you%20see%2C%20then%20Module%200.)
Ana fetches the steps from the link — no copy/paste of the workshop needed. (Air-gapped / VPC tenants where Ana can't reach the web: paste the module list from this workshop's [ana-runner.md](https://github.com/TextQLLabs/workshops/blob/main/wealth-starter/ana-runner.md) instead.)