joellewis/finance_skills
84 skills23.2k installsGitHub
Install
npx skills add https://github.com/joellewis/finance_skillsSkills in this repo
1CommoditiesCommodities covers agent reasoning for commodity-linked products: contract specs, leverage and margin, roll yield, concentration limits, and suitability framing so teams validate offerings before building execution or recommendation flows.337installs2Statistics FundamentalsCovers essential statistics for finance product validation—distributions, inference, and uncertainty—so teams scope quantitative features, pricing experiments, and risk dashboards with statistically defensible assumptions before implementation.337installs3Asset AllocationGuides implementation of asset-allocation engines for advisory SaaS, spanning model portfolios, glide paths, rebalancing triggers, and risk constraints so portfolio backends produce consistent, policy-aligned investor outcomes.327installs4Account TransfersSupports operational account transfer workflows for wealth and asset-management contexts. It frames instruction capture, authorization, settlement windows, nostro/broker routing, reconciliation, and control documentation so transfers complete accurately without compliance or client-service gaps.324installs5Quantitative ValuationSupports quantitative valuation implementation: curve building, instrument pricing, greeks, Monte Carlo simulation, model validation, and scenario analysis for trading and risk systems.322installs6Finance PsychologyApplies behavioral-finance and investor-psychology frameworks to financial product scoping, helping teams define guardrails, messaging, and feature boundaries that account for bias, risk perception, and decision fatigue before implementation.302installs7Privacy Data SecurityAddresses privacy and data security for financial software: classifying sensitive client and trading data, applying encryption and secrets management, enforcing RBAC, meeting GDPR/CCPA-style rights, and documenting controls expected by regulators and enterprise buyers.300installs8Market DataGuides Claude through market data integration patterns: vendor selection, symbology, streaming versus batch ingestion, and safe agent queries for quotes and reference datasets.298installs9Trade ExecutionSkill for implementing and managing programmatic trade execution workflows across brokers and venues, including order routing, fills, slippage controls, and post-trade status tracking for live markets.298installs10Currencies And FxCurrencies and FX guides validation of foreign-exchange features: rate sources, conversion timing, spread mechanics, hedging choices, and client disclosure needs for cross-border investing, payments, and multi-currency reporting experiences.290installs11Investment PolicyInvestment policy skill for creating disciplined IPS documents that translate client goals, constraints, roles, and review processes into enforceable guardrails for portfolio construction, compliance, and long-term stewardship.290installs12Reconciliationreconciliation guides Claude through finance close workflows: ingesting statements, normalizing amounts and dates, matching internal entries to external sources, flagging breaks, and producing documented adjustments for controllers and auditors.290installs13Financial Planning IntegrationFinancial-planning-integration guides connecting portfolio, accounting, and planning platforms so forecasts and actuals remain aligned. It covers data mapping, sync cadence, reconciliation checks, and failure handling for advisor and asset-management stacks.289installs14Volatility ModelingApplies quantitative volatility modeling—historical estimators, GARCH-style forecasts, and scenario analysis—to validate risk assumptions, inform options pricing, and stress portfolios before deploying capital or shipping trading and treasury tooling.289installs15Debt ManagementDebt Management helps scope and reason about liability strategies—avalanche versus snowball payoff, refinance breakevens, rate risk, and cash-flow tradeoffs—so financial planning features stay within suitable advice boundaries and clear disclosures.287installs16Data QualityFocuses on financial data-quality operations across positions, transactions, and reference data. It defines validation rules, lineage checks, anomaly thresholds, ownership for breaks, and fix-and-verify loops so analytics, compliance, and client reporting run on trustworthy numbers.286installs17Next Best ActionRecommends the highest-impact next financial action for clients or portfolios by weighing goals, constraints, cash events, and market context, turning holdings and activity data into timely lifecycle prompts for advisors, apps, and agents.285installs18Advertising ComplianceGuides agents through advertising compliance for financial services firms, checking promotional materials against SEC, FINRA, and state marketing regulations before campaigns go live to reduce enforcement risk.284installs19Regulatory ReportingAddresses regulatory reporting operations for finance platforms: transforming trades and positions into authority-specific formats, validating against schemas, managing filing deadlines, reconciling to ledgers, and maintaining audit trails for amendments and examiner requests.283installs20Anti Money LaunderingAnti-Money Laundering equips agents to reason about AML programs for financial services: customer due diligence, transaction monitoring, SAR considerations, record retention, and proportionate controls aligned to jurisdiction and product risk.281installs21LendingLending operations skill spanning origination standards, covenant and collateral management, amortization mechanics, and servicing playbooks for building or operating consumer and commercial credit platforms with sound risk controls.281installs22Liquidity ManagementLiquidity-management helps portfolio and treasury teams track cash buffers, redemption risk, and funding contingencies for live strategies. It supports stress testing, bucket mapping, and policy updates as client flows and market conditions shift.281installs23Performance Metricsperformance-metrics from finance_skills codifies how to calculate and present key financial performance indicators—returns, volatility, drawdowns, and risk-adjusted ratios—for SaaS metrics pages, APIs, and investor reporting.281installs24Financial Planning WorkflowFinancial-planning-workflow defines repeatable planning pipelines for advisors and finance teams, from data intake and assumptions through modeling, review, and delivery. It emphasizes governance, scenario iteration, and consistent client-ready outputs.280installs25Performance ReportingCovers portfolio performance reporting: return calculations, benchmark comparisons, attribution breakdowns, and investor-ready report structures for wealth and asset management products.280installs26Portfolio Management SystemsGuides construction of portfolio management systems: position keeping, corporate actions, cost basis, performance metrics, rebalance engines, and integration patterns for custodians, pricing feeds, and compliance checks in wealth-tech stacks.280installs27Tax EfficiencyGuides Claude through practical tax-efficiency analysis for small businesses and individuals, covering deductible expenses, entity choice, timing of income and distributions, and common tradeoffs while stressing licensed tax advice for filings.279installs28Order LifecycleCovers designing robust order lifecycle domains for capital-markets apps: canonical states, idempotent updates, event sourcing, reconciliation with executions, and safe handling of cancels, rejects, and late fills across OMS/EMS integrations.278installs29Historical RiskWalks through prototyping historical risk on market data: ingest cleaned price history, compute volatility, drawdowns, VaR/CVaR, and factor betas over chosen windows, visualize tail behavior, and document assumptions so stakeholders can approve metrics before a production risk stack.277installs30Operational RiskOperational risk skill for financial institutions and fintechs covering RCSA frameworks, KRIs, vendor oversight, continuity planning, and loss-event discipline to reduce process failures, fraud, and regulatory findings in production.277installs31Time Value Of MoneyTeaches and applies time-value-of-money for founders and PMs, translating future cash flows into present values to compare pricing models, investments, loans, and milestone tradeoffs with explicit, reviewable assumptions.276installs32Digital AssetsSupports validating digital-asset strategy: catalog instrument types, assess custody and liquidity risks, note regulatory constraints, define allocation bounds, and document rationale so finance or product teams can decide whether to include crypto exposure in a model or app.275installs33Return CalculationsReturn-calculations skill instructs Claude to compute investment performance metrics including CAGR, IRR, and horizon returns for finance workflows. It suits fintech SaaS, APIs, and advisory tools doing ongoing portfolio performance analysis.275installs34EquitiesSupports equity research for financial advisors by screening stocks and sectors for valuation, earnings quality, dividend sustainability, and risk characteristics to build evidence-based equity allocation recommendations.274installs35Exchange ConnectivityImplements exchange and brokerage API integrations for financial platforms, covering authentication, market data ingestion, order routing, error handling, and production cutover for live trading and portfolio sync workflows.274installs36Know Your CustomerKnow-your-customer guides regulated finance teams through identity verification, AML screening, and risk-based onboarding before client accounts go live. It structures intake, escalation, and recordkeeping for audit-ready KYC case management.274installs37Savings GoalsGuides savings-goal product implementation: target setting, progress visualization, contribution nudges, timeline projections, and milestone UX for retail banking and fintech applications.274installs38Corporate ActionsGuides handling of issuer corporate actions in wealth and trading operations. It covers announcement ingestion, voluntary versus mandatory events, election windows, tax and cost-basis impacts, failed-trade exceptions, and client communications so portfolios reflect corporate lifecycle changes correctly.273installs39Settlement ClearingGuides design of settlement and clearing integrations across brokers, custodians, and payment rails, covering lifecycle statuses, cutoffs, failure handling, and reconciliation needed to move trades and cash safely in production systems.273installs40Forward RiskThe forward-risk skill from joellewis/finance_skills helps agents evaluate prospective financial exposure using forward-looking risk models, stress paths, and pricing implications before trades, launches, or commitments are finalized.272installs41Margin OperationsMargin operations skill for brokerage and prime workflows covering collateral eligibility, house versus regulatory minimums, call generation, and controlled liquidation procedures needed to keep leveraged accounts within risk limits.272installs42Pre Trade ComplianceDetails pre-trade compliance design for trading stacks: rule evaluation on every order, integration with reference and entitlement data, audit-friendly decisions, override workflows, and latency-aware architectures that prevent policy violations before execution.272installs43Books And RecordsBooks and Records guides creation and upkeep of defensible financial record systems: chart-of-accounts discipline, immutable logs, retention windows, reconciliation cadence, and exam-ready exports that satisfy adviser and broker-dealer record rules.271installs44Performance AttributionDecomposes investment performance into allocation, selection, timing, currency, and benchmark effects, producing analytics and narratives suitable for advisor reviews, client reporting, and ongoing portfolio transparency in wealth platforms.271installs45RebalancingMonitors live portfolio drift against target allocations and iterates rebalance policies by proposing tax- and cost-aware trades, trigger rules, and execution plans suitable for wealth platforms managing real client accounts over time.271installs46Fund VehiclesFund-vehicles helps wealth and asset-management teams evaluate investment wrappers such as ETFs, mutual funds, SMAs, and trusts. It frames tax, legal, operational, and distribution tradeoffs so scope decisions precede costly implementation.270installs47Post Trade ComplianceGuides post-trade compliance workflows: trade matching, break management, regulatory reporting triggers, surveillance rules, and audit trails required before shipping finance systems.270installs48Advice StandardsDefines regulatory and firm-level standards for delivering financial advice, helping teams scope recommendation features, robo-advisors, and AI copilots with correct disclosures, suitability guardrails, and supervision models before build.269installs49AlternativesProvides structured research on alternative investments for wealth platforms, clarifying asset types, investor eligibility, liquidity tradeoffs, and diligence expectations so teams can shape menus, education, and compliance rules early.269installs50DiversificationProvides portfolio diversification research for financial advisors and investors, analyzing asset class mix, sector concentration, geographic exposure, and correlation to reduce risk while aligning allocations to client objectives.269installs51Emergency FundGuides calculation and planning of client emergency funds by sizing cash reserves against monthly expenses, income volatility, and dependents, with tiered liquidity buckets and realistic savings timelines for financial stability.269installs52Fixed Income CorporateAddresses corporate fixed-income implementation and analysis needs. It explains bond structures, accrued interest, rating and sector metadata, spread measures, liquidity constraints, and integration patterns so systems accurately hold, value, and report corporate debt across client portfolios.269installs53Qualitative ValuationSupports qualitative equity and asset valuation during product scoping: translating business quality, governance, and industry context into structured research frameworks that inform DCF assumptions, comparables selection, and investment product requirements.269installs54Tax Loss HarvestingTax-loss-harvesting skill guides Claude through identifying deductible losses, avoiding wash sales, and planning substitute trades in taxable portfolios. It targets advanced finance operators and fintech tools supporting ongoing tax-efficient investment management.269installs55Bet SizingApplies quantitative bet-sizing frameworks—bankroll rules, Kelly-style sizing, and risk caps—to help validate trading or investment strategies, translate probabilistic edge into stake size, and prevent overexposure before deploying capital in finance workflows.268installs56Counterparty RiskGuides analysis of counterparty risk for finance workflows: assessing creditworthiness, settlement failure, collateral shortfall, and concentration before entering trades, loans, or vendor relationships in fintech and treasury contexts.268installs57Investment SuitabilitySuitability skill for aligning investments with investor profiles, regulatory duties, and firm policy through structured KYC inputs, risk mapping, and defensible rationale before recommendations or automated allocation flows execute.268installs58Client OnboardingDetails how to build wealth-management client onboarding flows covering risk questionnaires, advisory agreements, funding, and household setup with compliance-aware UX patterns suited to RIA and digital advice platforms.267installs59Gips ComplianceGIPS-compliance supports asset managers implementing Global Investment Performance Standards for composites, disclosures, and marketing materials. It helps draft policies, validate presentations, and assemble verification evidence before public performance claims ship.267installs60Reference DataCovers financial reference data architecture: mastering instruments and legal entities, reconciling vendor symbologies, versioning corporate actions, quality controls, and low-latency distribution patterns feeding OMS, risk, compliance, and reporting components.267installs61Stp AutomationFinance skill for designing and automating straight-through processing pipelines that move trades from execution through settlement and reconciliation with minimal manual touchpoints and robust exception routing.266installs62Fixed Income StructuredStructured fixed-income skill for asset-backed and complex note products, emphasizing cash-flow mechanics, embedded optionality, credit enhancement, and risk disclosure needed for accurate modeling and compliant client communication.265installs63Integration Patternsintegration-patterns from finance_skills documents backend recipes for connecting apps to financial providers: secure auth, webhook idempotency, reconciliation jobs, and error handling suited to SaaS billing and ecommerce payouts.265installs64Fixed Income SovereignSkill for sovereign fixed-income analysis spanning government yield curves, country and currency risk, inflation-linked instruments, and benchmark-relative positioning for research, trading support, and automated portfolio tooling.264installs65Real AssetsHelps scope and model real assets including real estate, infrastructure, and private pools: cash flow schedules, cap rates, appraisal cadence, fund structures, and illiquidity considerations.264installs66Client Reporting DeliveryThe client-reporting-delivery skill from joellewis/finance_skills helps finance professionals turn raw portfolio or bookkeeping outputs into polished, repeatable client reports. It focuses on narrative consistency, tabular presentation, and reliable delivery rhythms for ongoing advisory relationships rather than one-off analysis.263installs67Order Management AdvisorAdvises on order management system design: lifecycle states, routing to venues, amendments, cancellations, pre-trade checks, and auditability for trading platforms.263installs68Sales PracticesCovers regulated sales practices for wealth and advisory products: suitability, disclosure timing, conflict handling, record retention, and supervisory review before shipping client-facing sales flows.263installs69Account Opening ComplianceGuides engineers and product teams through regulatory requirements when opening client accounts, covering KYC, AML, suitability attestations, disclosure timing, and evidence retention so fintech and RIA onboarding ships defensibly.262installs70Client DisclosuresClient Disclosures helps teams produce regulator-aligned client communications: material risks, conflicts of interest, strategy limitations, and relationship terms formatted for forms, onboarding, and ongoing notices before public release.262installs71Conflicts Of InterestProvides structured conflict-of-interest analysis for finance professionals and builders of advisory platforms. It helps map personal, firm, and third-party incentives to client outcomes, mandate disclosures, segregation of duties, and documented approvals before recommendations or transactions proceed.262installs72Workflow AutomationStructures recurring financial operations into agent-ready automated workflows with approvals, escalations, audit trails, and compliance guardrails, helping teams build reliable onboarding, reporting, and exception-handling pipelines.262installs73Account MaintenanceOngoing maintenance procedures for brokerage, banking, and custodial accounts including statement reconciliation, beneficiary updates, rollover processing, transfer tracking, and discrepancy resolution following institution-specific rules and regulatory compliance requirements.260installs74Proposal GenerationProposal-generation produces structured investment proposals combining mandate scope, fee schedules, risk disclosures, and performance context for prospect conversations. It accelerates pre-sale validation by standardizing pricing narratives and compliance-ready sections.260installs75Advisor DashboardsCovers patterns for building advisor dashboards in wealth-tech products, including household aggregation, AUM metrics, alerts, tasks, and compliance indicators so RIAs get actionable, regulation-aware front-office interfaces.259installs76Crm Client LifecycleStructures CRM-driven client lifecycle workflows for financial advisory firms, defining stage transitions from prospect through onboarding, active management, retention, and offboarding with automation triggers.259installs77Fee DisclosureFee Disclosure supports compliant presentation of advisory, fund, and platform charges: layered fee stacks, wrap versus à la carte models, performance fees, and conflicted compensation language required in client agreements, statements, and checkout flows at ship time.259installs78Client Review Prepclient-review-prep from joellewis/finance_skills helps advisors assemble recurring client review materials: it organizes performance summaries, portfolio context, fee and pricing notes, and clear talking points so review meetings stay consistent, compliant, and client-ready.257installs79Examination ReadinessHelps financial professionals prepare for licensing and compliance examinations with structured study plans, domain maps, and remediation tactics so teams understand regulations before building advisory products.257installs80Fixed Income MunicipalDomain skill for U.S. municipal fixed income covering tax-exempt and taxable munis, yield comparisons, credit assessment, and structural features agents need for credible bond analysis and client-ready explanations.257installs81Reg BiGuides Reg BI compliance for broker-dealer software: aligning recommendation engines and advisor workflows with care obligations, mitigating conflicts, capturing rationale and alternatives, and producing exam-ready documentation for SEC best-interest rule obligations.257installs82Fiduciary StandardsExplains fiduciary duty standards for wealth and advice products, guiding teams to scope loyalty, care, disclosure, and conflict policies so SaaS and agent features align with RIA obligations before implementation.256installs83Account Opening WorkflowStructured workflow for opening financial accounts covering eligibility checks, account type and ownership decisions, KYC document gathering, application submission, initial funding steps, and confirmation tracking aligned with brokerage and banking institution requirements.255installs84Fee BillingHelps advisory firms validate fee and billing models including AUM tiers, flat and performance fees, invoicing cadence, regulatory disclosures, and revenue projections before implementing production billing systems.255installs