joellewis/finance_skills
84 skills33.5k installs13.5k starsGitHub
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npx skills add https://github.com/joellewis/finance_skillsSkills in this repo
1Statistics Fundamentalsstatistics-fundamentals is a core plugin skill in JoelLewis/finance_skills, one of three foundation skills that every other finance plugin implicitly depends on within an 84-skill marketplace. It prescribes a five-step analysis workflow: descriptive stats with n-1 sample variance, Jarque-Bera normality screens, covariance and correlation matrices, CAPM regression diagnostics, and bootstrap confidence intervals with B between 1,000 and 10,000 resamples. The bundled statistics_fundamentals.py exposes eight functions including descriptive_stats, ols_regression, jarque_bera_test, and shrunk_covariance for simplified Ledoit-Wolf conditioning. Developers reach for statistics-fundamentals when unstable portfolio optimizers, insignificant alpha estimates, or fat-tailed return series must be understood before building production quant pipelines.485installs2Asset 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.467installs3Commoditiescommodities is a wealth-management plugin skill from JoelLewis/finance_skills, part of a marketplace bundling 84 skills across 7 domain plugins. It explains spot versus futures pricing through the cost-of-carry model, contango and backwardation roll yield effects, and total return decomposition into spot, roll, and collateral yield components. The skill covers energy, metals, agriculture, and livestock sectors plus S&P GSCI and Bloomberg Commodity Index construction differences. Developers reach for commodities when scoping commodity ETFs, inflation hedge features, or explaining why futures-based fund returns diverge from spot price moves. A bundled commodities.py script demonstrates calculations and supports --verify to assert worked examples such as -37.9% annualized roll drag in deep contango.467installs4Order Lifecycleorder-lifecycle is a Finance & Trading skill from joellewis/finance_skills that guides developers implementing complete order state machines for capital markets systems. The skill covers the full event sequence—new orders, amendments, cancellations, fills, rejects, and settlement—inside order management systems (OMS), execution management systems (EMS), or broker execution platforms. Developers reach for order-lifecycle when building or extending trading infrastructure where every state transition must be auditable and idempotent. The workflow helps agents reason about valid transitions, error handling on rejects, and post-trade settlement hooks. Use it when scaffolding execution services, broker adapters, or internal trading APIs that must mirror exchange and clearinghouse lifecycles.459installs5Quantitative Valuationquantitative-valuation is a finance-engineering skill from joellewis/finance_skills for developers coding market pricing logic. It guides implementation of equity valuation, derivative pricing, and structured-product models where assumptions must be explicit and unit-tested. Quant analysts and backend engineers invoke it when bootstrapping Black-Scholes variants, yield-curve discounting, Monte Carlo payoffs, or bespoke structured note formulas in Python or similar numerical stacks. The skill emphasizes testable assumptions—inputs, boundaries, and sensitivity checks—so pricing modules survive code review and regression tests before deployment to trading or reporting APIs.455installs6Account Transfersaccount-transfers in JoelLewis/finance_skills plugins/client-operations documents end-to-end brokerage transfer operations for agent-assisted back-office teams. The ACATS lifecycle spans four stages: transfer initiation with a signed Transfer Initiation Form, delivering-firm validation within 3 business days under FINRA Rule 11870, asset transfer within 6 business days total, and residual processing for dividends, fractional shares, and reorganization proceeds. The skill distinguishes full versus partial ACATs, eligible versus ineligible assets, and receiving versus delivering firm responsibilities. Non-ACAT paths cover NSCC Fund/SERV mutual fund moves, DTC free delivery, physical certificates with medallion guarantees, alternative investments, and domestic or international wire transfers. Partial transfer guidance addresses tax lot selection, IRC Section 6045A cost basis handoff within 15 days, and margin impact. Internal journal entries cover household rebalancing, trust funding, and gift transfers. Developers reach for account-transfers when automating brokerage servicing, debugging ACAT reject codes, or documenting retirement rollovers and decedent asset moves.451installs7Finance Psychologyfinance-psychology is a wealth-management plugin skill in JoelLewis/finance_skills (part of an 84-skill, 7-plugin finance marketplace) that encodes behavioral finance for fintech product design. It covers nine documented cognitive biases—from loss aversion (~2× pain vs gains) through herding and confirmation bias—with mitigation tables, four client money archetypes (Avoider, Optimizer, Worrier, Dreamer), and a four-bucket spending plan (50–60% fixed, 10%+ investments, 5–10% savings, 20–35% guilt-free). Worked examples walk through disposition effect, panic selling after drawdowns, and couples money dynamics with monthly meeting agendas. Use finance-psychology when defining risk questionnaires, panic-sell guardrails, onboarding copy, or advisory UX—not for tax calculations, order execution, or compliance rule lookup.441installs8Market Datamarket-data is a finance integration skill from joellewis/finance_skills for developers building trading platforms, research tools, or portfolio management applications. The skill guides wiring vendor market data APIs—live quotes, tick streams, and reference datasets—into application backends so prices, symbols, and instrument metadata flow reliably to dashboards and execution logic. Developers reach for market-data when a fintech or quant project needs normalized access to external quote feeds rather than hard-coded price stubs. It addresses connection setup, data model mapping, and ingestion patterns for applications that consume real-time or historical market information from third-party providers.433installs9Investment Policyinvestment-policy is a Joelle Lewis finance_skills module for constructing comprehensive Investment Policy Statements that govern return objectives, risk tolerance, portfolio constraints, rebalancing policy, and benchmark selection. Developers and agents trigger it when users mention IPS construction, policy portfolios, risk capacity versus willingness, endowment spending rates, foundation payout rules, or manager selection criteria. The skill fits validate-phase work before onboarding clients or shipping robo-advisory, wealth, or institutional portfolio features. It translates fiduciary documentation patterns—objectives, constraints, governance, and review cadence—into structured artifacts engineering teams can map to data models and workflows. It documents strategy; it does not execute trades or provide licensed investment advice.430installs10Debt Managementdebt-management is a wealth-management plugin skill inside joellewis/finance_skills, a collection of 84 skills across 7 domain plugins for financial services in Claude Code. The skill teaches agents to compare debt avalanche versus snowball payoff strategies with month-by-month simulations, calculate front-end and back-end debt-to-income ratios against mortgage guidelines, analyze refinancing breakeven months including closing costs, and evaluate debt consolidation and balance transfer offers. Six key formulas cover DTI ratios, refinance breakeven, amortization payoff months, total interest, and after-tax effective rates. Worked examples walk through three-debt comparisons saving roughly 158 dollars under avalanche versus snowball and a 51,000 dollar interest savings refinance scenario. A bundled debt_management.py script supports demo runs and --verify checks. Developers reach for debt-management when building budgeting apps, financial advisor copilots, or wealth-management chatbots that must recommend prioritized payoff plans with quantitative backing.417installs11Privacy Data Securityprivacy-data-security is a finance-focused agent skill from joellewis/finance_skills that guides developers and compliance engineers through Reg S-P, Reg S-ID, SEC cybersecurity expectations, the Safeguards Rule, identity-theft prevention, breach notification, vendor security due diligence, and incident response. It triggers on privacy notices, data classification, encryption of client data, BYOD policy, Red Flags Rule, NY DFS 500, cloud vendor risk assessment, and cybersecurity exam prep. The workflow turns regulatory obligations into concrete controls: access management, retention schedules, vendor questionnaires, and breach decision trees. Developers reach for privacy-data-security when building or hardening fintech backends, preparing SEC exams, or responding to customer-data exposure questions.417installs12Financial Planning Integrationfinancial-planning-integration is an advisory-practice skill from the joellewis/finance_skills mono-repo, which bundles 84 skills across 7 plugin domains for financial services agents. The skill documents how planning engines such as eMoney Advisor, MoneyGuidePro, RightCapital, and Naviplan integrate with CRM client records, PMS holdings, custodial balances, and aggregation feeds for held-away assets. Core topics include capital market assumption governance so expected return and volatility inputs stay synchronized, plan-to-IPS-to-model linkage mapping required return and risk capacity into portfolio constraints, governed tax reference parameters with annual bracket verification, and closed-loop feedback where portfolio performance updates plan probability of success. Developers and fintech engineers reach for this skill when eliminating manual re-entry between planning and portfolio systems, designing webhook or batch sync patterns, or establishing plan update cadence and data-freshness rules across an advisor technology stack.415installs13Trade Executiontrade-execution is a Claude Code domain skill from the JoelLewis finance_skills mono-repo, which bundles 84 financial-services skills across 7 plugin domains. This skill teaches agents how to design, evaluate, and monitor trade execution quality for securities workflows, covering best execution obligations, venue selection, smart order routing, execution algorithms such as VWAP and TWAP, transaction cost analysis, and market microstructure. It lives in the trading-operations plugin alongside 8 related skills spanning order lifecycle, settlement, and exchange connectivity. Developers reach for trade-execution when building or reviewing execution infrastructure, configuring routing logic across venues, parameterizing algo strategies, or preparing best execution committee evidence under SEC, FINRA, or fiduciary standards. The skill encodes operational domain knowledge for compliance-aware trading systems, TCA dashboards, and post-trade execution quality reviews.415installs14Financial 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.412installs15Advertising Complianceadvertising-compliance is a Claude skill from joellewis/finance_skills for ensuring investment advertising complies with SEC Marketing Rule and FINRA Rule 2210. Trigger phrases include performance advertising, backtested or hypothetical returns, net versus gross performance presentation, client testimonials, social media posts by advisers, third-party ratings in pitchbooks, cherry-picking performance periods, predecessor performance portability, and extracted performance questions. The skill also covers advertising recordkeeping obligations. Developers and compliance-minded engineers reach for advertising-compliance when reviewing websites, onboarding flows, pitchbooks, or social posts before a regulated marketing launch.411installs16Currencies And Fxcurrencies-and-fx is a Joelle Lewis finance_skills module for engineering teams building payment, banking, or allocation products that cross currencies. It structures analysis of foreign-exchange exposure, conversion path design, and hedging disclosure requirements so API and ledger models reflect real treasury constraints. Developers reach for it during validate-phase scoping when a feature touches international settlement, multi-currency balances, or cross-border fund movement. The skill connects product requirements to finance concepts—rate sources, conversion timing, hedge accounting hints, and regulatory-facing disclosures—without replacing licensed treasury advisors. Use it before committing schema and workflow decisions that are expensive to unwind after launch.411installs17Data Qualitydata-quality is an agent skill in joellewis/finance_skills for designing and operating financial data quality programs across pricing, client holdings, and regulatory reporting pipelines. The SKILL.md frontmatter triggers on data quality, pricing validation, stale prices, data lineage, reconciliation breaks, and governance tasks including BCBS 239 and MiFID II lineage expectations. Capabilities span validation rule design, pricing checks, exception management, profiling, stewardship roles, and scorecards that prevent bad data from corrupting risk metrics or client statements. Developers reach for data-quality when calibrating validation thresholds, investigating billing errors traced to identifiers, preparing regulatory exams on data accuracy, or building monitoring frameworks for market and reference data feeds. The skill emphasizes operational remediation loops rather than one-off schema migrations.411installs18Volatility Modelingvolatility-modeling is a wealth-management skill from joellewis/finance_skills that covers EWMA variance updates with RiskMetrics decay factors, GARCH(1,1) mean-reverting forecasts with long-run variance and shock half-life formulas, implied volatility extraction from Black-Scholes option prices, volatility smile and skew interpretation, term structure dynamics, and the volatility risk premium gap between implied and realized vol. The skill includes three worked numerical examples—an EWMA shock response, a GARCH long-run vol estimate with approximately 69 trading-day half-life, and an implied-vol versus realized-vol VRP comparison—and ships a Python reference script runnable via `uv run scripts/volatility_modeling.py` with numpy and scipy dependencies. Developers reach for volatility-modeling when building VaR inputs, position sizing models, options pricing analytics, or forward-risk forecasts that feed asset-allocation engines in quantitative finance applications.409installs19Liquidity Managementliquidity-management is a Claude Code skill for monitoring and adjusting portfolio liquidity in asset management, treasury, and fintech operations contexts. The skill helps developers implement cash buffer tracking, redemption stress scenario analysis, and funding line management logic that adapts as markets and client flows change. Developers reach for liquidity-management when building dashboards or automated rules that guard against liquidity shortfalls during redemption spikes or market stress. The skill suits engineers encoding treasury and portfolio liquidity policies into auditable monitoring systems rather than one-time static allocation models.408installs20Rebalancingrebalancing is a finance agent skill from joellewis/finance_skills for developers building portfolio automation, robo-advisor services, or brokerage tooling. The skill measures how far live holdings have drifted from target asset weights, then proposes trades and rebalance schedules that respect tax, transaction cost, and liquidity limits instead of naively resetting allocations. Developers reach for rebalancing when production portfolios need periodic maintenance before orders flow through an OMS, custodian API, or internal ledger. The workflow centers on drift analysis, trade proposals, and scheduling under explicit constraints so allocation logic stays auditable. Skip it for static allocation calculators, one-off backtests, or paper portfolios that never execute real trades or face regulatory trading limits.408installs21Portfolio Management Systemsportfolio-management-systems is a finance-focused agent skill for designing portfolio accounting backends that track positions, compute P&L, enforce investment constraints, and support rebalancing workflows. Developers reach for it when scaffolding ledger models, lot accounting, corporate actions handling, and risk or compliance checks inside wealth-management or robo-advisory services. The skill frames domain boundaries—cash vs holdings, realized vs unrealized gains, and rebalance triggers—so agent-assisted planning stays aligned with production portfolio systems. It fits API and SaaS builds where correctness and auditability matter more than UI polish.407installs22Historical Riskhistorical-risk is a wealth-management plugin skill in joellewis/finance_skills, part of an 84-skill finance collection across 7 domain plugins. It documents close-to-close, Parkinson high-low, and Yang-Zhang volatility estimators, drawdown duration and recovery timing, 95%/99% historical VaR, downside deviation, semi-variance, and tracking error against benchmarks. Worked examples cover annualizing with sqrt(252) trading days and interpreting 95% VaR at the 5th percentile loss tail. A bundled scripts/historical_risk.py module (PEP 723, numpy/scipy) prints annualized and Parkinson volatility, max drawdown timing, VaR bands, and rolling volatility on synthetic data with --verify for regression checks. Use it when quant developers or analysts need realized-risk prototypes from OHLC or return series before wiring forward-risk or GARCH models.406installs23Performance ReportingCovers portfolio performance reporting: return calculations, benchmark comparisons, attribution breakdowns, and investor-ready report structures for wealth and asset management products.406installs24Emergency Fundemergency-fund is a wealth-management skill from joellewis/finance_skills with emergency_fund.py (numpy, --verify mode) for emergency fund sizing and tiered allocation. It recommends 3-6 months for stable dual-income households and 6-12 months for variable or self-employed earners, sizing from essential expenses excluding discretionary spending. Tiered structures split funds across checking (1 month), high-yield savings (2-3 months), and T-bill ladders (3-6 months) with a worked $27,000 example yielding ~3.85% blended return. Developers reach for emergency-fund when building robo-planning tools, cash-flow analyzers, or liquidity recommendation features that need expense-based formulas and vehicle selection tables.405installs25Next Best Actionnext-best-action is a joellewis/finance_skills agent workflow that prioritizes the single highest-value client or portfolio action among options such as fund contributions, rebalance trades, tax-loss harvest, or scheduled reviews. The skill weighs stated goals, constraints, and recent activity to recommend one next step instead of overwhelming users with unprioritized task lists. Developers embedding financial advisory or wealth-management agents invoke next-best-action when client dashboards, CRM workflows, or portfolio APIs need deterministic ranking logic for compliance-friendly recommendations. next-best-action fits engineers building robo-advisory features, advisor copilots, or internal portfolio ops tools who must translate rules and client context into a concrete action card. The skill stays in the finance_skills collection focused on decision prioritization rather than market data ingestion or trade execution plumbing. Reach for it when agents must answer what should this client do next given current holdings, tax lots, and goal timelines.403installs26Reconciliationreconciliation is a Joelle Lewis finance_skills module for operational finance workflows that align internal ledgers with external money movement sources. It guides matching transactions across bank feeds and payment processor exports, flagging unmatched or duplicate entries, and documenting adjustments required for month-end close. Engineering and finance-ops teams reach for it when Stripe, ACH, wire, or card settlement data must tie back to application ledger tables. The skill emphasizes repeatable matching logic, exception queues, and audit-friendly adjustment notes rather than one-time data fixes. Use it during operate-phase close cycles or when building reconciliation features into billing, marketplace, or treasury tooling.403installs27Time Value Of Moneytime-value-of-money is a core finance_skills plugin skill (276 installs) that teaches present value, future value, NPV, IRR, annuities, perpetuities, and loan amortization with worked examples and a stdlib-only Python reference script. The SKILL.md documents 12 key formulas covering discrete and continuous compounding, ordinary and annuity-due payments, growing annuities, Gordon growth perpetuities, and Newton-Raphson IRR solving across six compounding frequencies from annual to continuous. A bundled scripts/time_value_of_money.py exposes 11 functions plus an AmortizationSchedule class, runnable with uv run and self-verifying against a $300,000 mortgage payment of $1,896.20 and a five-year project NPV of $17,378.78 at 10%. Developers reach for time-value-of-money when discounting SaaS cash flows, comparing capex alternatives, modeling subscription unit economics, or generating amortization tables inside fintech backends.403installs28Performance Metricsperformance-metrics is a Claude Code skill for defining and computing portfolio and business performance metrics with consistent, auditable methodology. The skill covers return calculations, maximum drawdown, Sharpe ratio, and performance attribution logic so dashboards and investor updates reflect numbers that reconcile across reports. Developers reach for performance-metrics when building fund analytics pipelines, investor portals, or internal performance dashboards that must not drift between reporting periods. The skill suits quant and fintech engineers implementing standardized financial metric libraries rather than ad hoc spreadsheet formulas embedded in application code.401installs29Anti Money Launderinganti-money-laundering is a Claude Code skill for BSA/AML compliance program design, ongoing transaction monitoring, and FinCEN reporting aimed at broker-dealers, banks, and investment advisers. The skill covers suspicious activity reports (SARs), currency transaction reports (CTRs), OFAC sanctions screening, structuring detection, risk-rating reviews, and correspondent account due diligence. Developers reach for anti-money-laundering when building fintech onboarding flows, advisory platforms, or internal ops tools that must detect red flags like large cash deposits, unusual wire patterns, or SDN list hits. The skill triggers on FinCEN requirements, AML audits, and questions about whether transactions require regulatory reporting.400installs30Diversificationdiversification is a wealth-management skill from joellewis/finance_skills with a bundled diversification.py script (numpy, --verify mode) for portfolio variance, efficient frontier, and factor diversification calculations. It covers two-asset and n-asset portfolio variance via covariance matrices, minimum variance portfolio weights, diversification ratios, maximum diversification portfolios, risk and marginal risk contributions, and correlation regime breakdown during crises. Worked examples compute 12.55% two-asset volatility and a 1.50 diversification ratio. Developers reach for diversification when building robo-adviser allocation engines, risk attribution dashboards, or rebalancing logic that needs mathematically grounded correlation and factor exposure analysis.400installs31Lendinglending is a Claude Code skill from joellewis/finance_skills for designing and implementing consumer and commercial lending workflows in fintech and internal credit operations systems. The skill guides developers through underwriting criteria definition, covenant monitoring rules, and loan servicing logic so credit products behave consistently from origination through repayment. Developers reach for lending when building loan origination platforms, credit decision engines, or back-office tools that must encode underwriting standards and ongoing covenant compliance. The skill fits engineers translating lending business rules into auditable application logic rather than generic CRUD loan record storage.400installs32Return Calculationsreturn-calculations is a finance computation skill that focuses on implementing common investment return metrics such as CAGR, IRR, and period gains. return-calculations helps developers choose the correct metric for a reporting requirement, define inputs and edge cases, and structure calculations for portfolio models and dashboards. return-calculations is most relevant when building analytics features where stakeholders need consistent return numbers across time ranges, cash flows, and portfolio compositions. Developers reach for return-calculations when they are wiring backend calculations into an API or ETL pipeline and want a clear mapping from financial definitions to implementable logic and outputs.400installs33Tax Loss Harvestingtax-loss-harvesting is a finance agent skill from joellewis/finance_skills that executes a complete tax-loss harvesting workflow from candidate identification through post-harvest monitoring. The skill scans portfolios for unrealized losses, models gain and loss budgeting, selects replacement securities that avoid substantially identical wash-sale violations, and plans harvest execution around year-end deadlines and NIIT offsets. Developers building wealth-management tools, robo-advisors, or personal finance automations reach for tax-loss-harvesting when users mention unrealized losses, ETF swaps for tax purposes, wash-sale windows, loss carryforwards, or how much tax harvesting can save.400installs34Digital Assetsdigital-assets is a finance analysis skill focused on cryptocurrency and other digital assets, including blockchain mechanics, DeFi protocols, stablecoins, and common on-chain metrics. digital-assets helps a developer reason about practical constraints like custody models, liquidity, and regulatory treatment when digital assets appear in a product requirement, reporting pipeline, or portfolio exposure analysis. digital-assets is typically used at the beginning of a project or policy discussion to clarify terms, risks, and the meaning of metrics that might be referenced in dashboards or data integrations. Developers reach for digital-assets when stakeholders mention blockchain primitives or DeFi behaviors and the engineering team needs a concrete conceptual baseline before designing data models, compliance checks, or integration boundaries.399installs35Fund Vehiclesfund-vehicles is a finance agent skill from joellewis/finance_skills that compares fund vehicle options including ETFs, mutual funds, SMAs, and trusts. The skill helps scope legal, tax, and operational constraints before committing to a product or portfolio structure. Developers and finance engineers reach for fund-vehicles when designing investment products, evaluating wrapper tradeoffs, or documenting vehicle selection rationale early in a build. Output focuses on structured comparison rather than trade execution or compliance monitoring.399installs36Know Your Customerknow-your-customer is a compliance design skill that helps developers design KYC onboarding flows, including identity verification choices, beneficial ownership capture for entity accounts, AML screening, and customer risk rating at account opening. know-your-customer is aimed at regulated fintech product teams that need a consistent checklist of what to collect, when to refresh, and how to handle higher-risk profiles such as PEPs and foreign customers. know-your-customer also frames documentary versus non-documentary verification and connects product decisions to common regulatory obligations referenced in the skill description. know-your-customer is most useful when a developer is implementing signup, KYB, or account-opening services and must align UI steps, backend data models, and vendor calls with compliance requirements and audit expectations.399installs37Bet Sizingbet-sizing is a Claude Code skill from the finance_skills collection that helps developers and quantitative engineers define position sizes and risk budgets while validating trading, investing, or wagering strategies. It focuses on capital allocation rules that keep drawdowns bounded before strategies move from backtest to live execution or production automation. Developers reach for bet-sizing when building bots, portfolio tools, or internal risk dashboards that must translate signal strength or edge estimates into concrete stake sizes. The skill produces sizing frameworks and risk budget parameters rather than trade signals, making it a validation-step guardrail for any system that will commit real capital based on model output.397installs38Regulatory Reportingregulatory-reporting is a skill from the joellewis/finance_skills collection for automating recurring regulatory submissions in trading and brokerage environments. It guides agents through producing trade, position, and firm reports, running reconciliation checks, collecting attestations, and handling amendments before filing. The workflow emphasizes validation gates so incomplete or mismatched data is caught before submission. Developers reach for regulatory-reporting when building or operating compliance pipelines that must generate regulator-ready artifacts on a schedule and recover cleanly from rejected or amended filings.397installs39Tax Efficiencytax-efficiency is a finance-oriented agent skill for technical founders and small business operators facing tax complexity around annual filings, equity events, and multi-state income. It guides thinking on deductible expenses, entity structure choices, and timing of distributions or equity-related transactions so tax outcomes align with business reality. Software engineers running incorporated products or consulting practices reach for it when legal and accounting jargon blocks clear decisions before CPA conversations. The skill frames optimization questions and documentation needs; it does not replace licensed tax professionals but helps developers prepare structured questions and scenarios for filing season or liquidity events.397installs40Exchange Connectivityexchange-connectivity is an integration skill that guides developers through wiring brokerage and exchange APIs into trading or advisory platforms, covering market data feeds, account balances, order routing, and trade execution flows. exchange-connectivity is most relevant when building a backend service layer that must normalize provider schemas, handle authentication, and expose stable internal endpoints to clients and dashboards. exchange-connectivity helps clarify what to fetch versus stream, where to store positions and fills, and how to structure requests so downstream systems can reconcile state changes deterministically. exchange-connectivity is a fit when a developer needs to reduce integration risk across multiple providers and keep trading-critical concerns like idempotency, retries, and auditability aligned with product requirements.396installs41Investment Suitabilityinvestment-suitability is a Claude Code skill from the finance_skills collection covering FINRA Rules 2111 and 2090 across all three suitability prongs: reasonable-basis, customer-specific, and quantitative suitability. It triggers on questions about complex products such as leveraged ETFs, variable annuities, and alternatives, household-level concentration analysis, hold recommendations, institutional suitability exemptions, and questionnaire design. Developers building robo-advisory features, brokerage integrations, or automated recommendation flows use it before shipping logic that could violate suitability obligations. The skill also handles cases where customers refuse to provide risk tolerance data and supports product-specific due diligence for concentrated positions in client accounts.396installs42Fixed Income Corporatefixed-income-corporate is a wealth-management skill from joellewis/finance_skills with fixed_income_corporate.py (numpy, scipy, --verify) for corporate bond credit analysis. It covers G-spread, Z-spread, and OAS spread measures, investment-grade versus high-yield rating boundaries at BBB/BB, migration matrices, expected loss EL = PD × LGD × EAD, recovery rates by seniority, callable bond yield-to-worst, maintenance versus incurrence covenants, private credit illiquidity premiums of 150-400bp, and CDS-implied default probabilities. Worked examples compare 130bp G-spread to 118bp Z-spread and compute $12,000 expected annual loss. Developers reach for fixed-income-corporate when building bond pricing engines, credit risk dashboards, or portfolio analytics with corporate debt exposure.395installs43Settlement Clearingsettlement-clearing is an agent skill from joellewis/finance_skills for engineering trade post-execution workflows. It helps developers model settlement timelines, clearing statuses, custody transfers, and failure/retry paths when trades move from execution through broker, custodian, and payment-rail handoffs. Teams invoke it while building order-management or brokerage backends where T+1/T+2 schedules, partial fills, breaks, and reconciliation matter. The skill encodes operational finance concepts—allocation, affirmation, netting, and exception queues—so agents generate integration designs and status machines instead of oversimplified “trade complete” flags.395installs44Operational Riskoperational-risk is one of 9 trading-operations skills in joellewis/finance_skills, an 84-skill finance plugin collection across 7 domains. It maps Basel Committee operational-risk event types—internal fraud, external fraud, client practices, execution failures, and system outages—to trading-desk scenarios like fat-finger errors, settlement fails, and OMS outages. The skill documents trade error detection, cancel-and-rebook correction, error accounts, 5x5 likelihood-impact heat maps, reconciliation break aging from T+0 through T+5+ escalation, and illustrative loss-reporting thresholds above $10k, $50k, $100k, and $500k. Near-miss tracking and KRI dashboards feed GRC loss databases. Use it when designing trade error procedures, investigating breaks, preparing FINRA or SEC operational exams, or assessing OMS and market-data technology risk.394installs45Equitiesequities is a finance research skill that guides developers through evaluating individual stocks and equity sectors using valuation framing, earnings-quality checks, dividend profile analysis, and mandate-fit criteria. equities is useful when building portfolio analytics, advisor tooling, or research dashboards that must justify why a security belongs in an equity allocation and how it impacts risk and concentration. equities emphasizes research outputs that can be turned into product artifacts such as a stock memo, a sector snapshot, and an allocation-fit assessment that aligns with client constraints. equities is best used when a codebase already pulls fundamental and market data and the remaining gap is a consistent decision framework for screening, explaining, and comparing equities across a coverage universe.393installs46Order Management Advisororder-management-advisor is a joellewis/finance_skills agent skill for designing order management logic in capital-markets software. It helps developers model order states, routing rules, and execution flows for brokerage platforms, execution management systems (EMS), or internal trading desks. Use it when translating trading desk requirements into state machines, venue routing, and lifecycle transitions that must stay auditable under market rules. The skill focuses on architecture and flow design rather than retail checkout carts. Reach for order-management-advisor during backend design reviews for OMS/EMS modules, smart order routing, or desk workflow automation.393installs47Books And Recordsbooks-and-records is a JoelLewis/finance_skills compliance plugin skill for SEC Rules 17a-3, 17a-4, and adviser Rule 204-2 recordkeeping programs, with regulatory status noted as current to June 2026. It maps required record categories—blotters, ledgers, customer accounts, order tickets, complaints, and communications—and three broker-dealer retention tiers: six-year, three-year, and lifetime-of-enterprise records, with the first two years kept easily accessible. Electronic storage coverage includes 2023-amended Rule 17a-4(f) WORM or audit-trail alternatives, index systems, examiner download capability, and third-party access agents. The skill also addresses FINRA Rules 4511 and 4513, electronic communications archiving across email, chat, Teams, Slack, WhatsApp, BYOD policies, and adviser marketing and custody records under Rule 204-2. Developers and compliance engineers reach for books-and-records when building archiving features, answering exam requests, migrating vendors, or scoping off-channel communication capture for fintech back-office automation assisting regulated entities.392installs48Client Onboardingclient-onboarding is a joellewis/finance_skills advisory-practice plugin skill for end-to-end wealth-management onboarding. It documents nine canonical stages from prospect intake and CRM record creation through identity verification, suitability questionnaires, account-type selection, document generation, e-signature, custodian submission, funding, and initial investment assignment. The skill covers CIP and KYC under USA PATRIOT Act Section 326, FinCEN CDD beneficial ownership for entities, OFAC screening halts, database and document ID verification vendors, and advisor-assisted versus self-service hybrid models. Developers reach for client-onboarding when building digital onboarding flows, reducing NIGO rejection rates, integrating identity verification or CIP checks, opening trust or entity accounts, connecting custodian APIs, or comparing advisor-guided versus digital-direct journeys. Outputs include workflow architecture guidance across CRM, KYC vendors, custodians, document management, and portfolio management orchestration with explicit state transitions and compliance escalation paths.392installs49Margin 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.391installs50Savings Goalssavings-goals is a UX design skill that guides developers implementing goal-based savings features such as creating a target amount, tracking progress over time, and triggering nudges that encourage continued deposits. savings-goals fits mobile and web finance products where a developer needs to convert product intent into concrete UI states, backend fields, and event-driven behaviors. savings-goals focuses on the mechanics that make a goals feature feel reliable: how to represent goal status, handle edits and partial funding, and communicate progress clearly across screens and notifications. savings-goals is useful when a team is adding savings journeys to an existing ledger or balance system and needs a consistent UX pattern for goal creation, contributions, milestones, and user feedback loops.391installs51Advice Standardsadvice-standards is a compliance skill from joellewis/finance_skills (81 skills across 7 domain plugins) that maps U.S. investment advice regulatory boundaries for fintech and wealth-tech products. It applies the Advisers Act Section 202(a)(11) three-prong test—advice, business, and compensation—and evaluates functional substance over marketing labels. Coverage includes broker-dealer solely incidental exclusions, publisher exclusions under Lowe v. SEC, Reg BI recommendation triggers, robo-adviser registration per SEC IM Guidance Update 2017-02, and DOL education-versus-advice safe harbors. Developers reach for advice-standards when scoping AI chatbots, recommendation engines, or model portfolios to determine registration requirements before engineering risky automation paths.390installs52Corporate Actionscorporate-actions is a specialized agent skill from joellewis/finance_skills for implementing brokerage corporate-action workflows. It guides developers through entitlement calculation, client election handling, and post-event position updates for events such as cash dividends, stock splits, mergers, spin-offs, and tender offers. Teams reach for corporate-actions when portfolio records, custody feeds, or client-facing election UIs must stay accurate through complex lifecycle events. The skill encodes finance-domain rules—record dates, payable dates, optional versus mandatory events, and fractional share handling—so engineering agents produce correct ledger and position logic instead of generic CRUD stubs.390installs53Forward 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.390installs54Pre 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.390installs55Fixed Income Sovereignfixed-income-sovereign is a joellewis/finance_skills wealth-management skill scoped to US Treasury securities and interest-rate analytics. It documents bond pricing, YTM, spot and forward rates, Macaulay and modified duration, DV01, convexity, TIPS real yields, and key-rate duration with formula tables and worked examples such as pricing a 5-year 4% semi-annual bond at 5% YTM. A bundled fixed_income_sovereign.py script runs demos and --verify checks against the worked examples using uv or pip with numpy/scipy. Sovereign credit risk for emerging markets is explicitly out of scope. Reach for fixed-income-sovereign when coding Treasury analytics, explaining inverted yield curves, or estimating price sensitivity to rate shocks.388installs56Fixed Income Structuredfixed-income-structured is a finance analysis skill from joellewis/finance_skills for structured fixed-income products including ABS, MBS, and bespoke notes. The skill helps developers and analysts decode tranche structures, cash-flow waterfalls, prepayment and default risk, and suitability checks used in wealth management and institutional portfolios. Reach for fixed-income-structured when building pricing tools, risk dashboards, or compliance workflows that must explain structured note mechanics accurately. It targets financial modeling and validation logic rather than generic bond yield formulas for plain-vanilla government debt.387installs57Alternativesalternatives is a wealth-management skill from joellewis/finance_skills that teaches agents hedge fund strategies (long/short, macro, event-driven, CTA), private equity performance metrics, and fee mechanics. It covers IRR, TVPI, DPI, and RVPI calculations, standard 2-and-20 fee structures with high-water marks and hurdle rates, J-curve effects, vintage year diversification, illiquidity premiums of 150-400bp, and lock-up, gate, and side-pocket mechanics. Worked examples demonstrate fee drag and PE cash-flow IRR. Developers reach for alternatives when building product menus, education modules, eligibility rules, or portfolio analytics for hedge fund, PE, and VC exposure in wealth-management and fintech applications.386installs58Qualitative Valuationqualitative-valuation is a wealth-management skill from joellewis/finance_skills applying the Morningstar five-source moat framework: network effects, switching costs, intangible assets, cost advantages, and efficient scale. It defines wide (20+ years), narrow (10+ years), and no-moat classifications backed by an evidence rubric requiring retention metrics, pricing power, and ROIC data—not narrative alone. Qualitative findings map to valuation input adjustments: wide-moat evidence reduces discount rate 0.5-1.0pp, governance red flags add 0.5-1.5pp, and ESG exposure triggers probability-weighted scenarios. Worked examples assess enterprise software switching costs and carbon-tax regulatory risk. Developers reach for qualitative-valuation when building equity research copilots, moat scoring features, or pre-model business quality assessments.386installs59Post Trade Compliancepost-trade-compliance is a finance agent skill from joellewis/finance_skills focused on validating fills, breaks, and regulatory obligations after execution. The skill supports pre-settlement checks and client reporting readiness in trading and portfolio systems. Developers reach for post-trade-compliance when reviewing execution data, investigating trade breaks, or confirming regulatory requirements before settlement. It complements upstream vehicle scoping skills by handling operational compliance after orders execute.385installs60Real Assetsreal-assets is a joellewis/finance_skills wealth-management skill for real estate and infrastructure investment analysis. It defines NOI, cap rates, income-approach valuation, cash-on-cash returns, GRM screening, REIT FFO/AFFO metrics, NAV premium/discount, and infrastructure characteristics like toll roads and cell towers. A direct-versus-REIT decision checklist maps liquidity, leverage control, 1031 exchange eligibility, and minimum check sizes. The bundled real_assets.py script demos property valuation, leveraged cash-on-cash analysis, REIT metrics, and inflation-adjusted returns with --verify against worked examples. Use real-assets when coding property valuation logic, comparing direct ownership to REIT exposure, or explaining how cap-rate moves affect asset values.385installs61Account Maintenanceaccount-maintenance is a finance workflow skill from joellewis/finance_skills for developers automating wealth-management or fintech back-office tasks. The skill structures reconciliation of monthly statements, beneficiary updates, IRA or 401(k) rollovers, and discrepancy resolution against each custodian's documented procedures. An agent loads institution-specific steps, validates transaction histories, and flags mismatches before filing corrections. Developers reach for account-maintenance when building advisor copilots, compliance bots, or internal ops tools that must keep live brokerage and banking accounts accurate without manual spreadsheet review. It assumes accounts already exist and focuses on sustained operational hygiene rather than onboarding or sales workflows.384installs62Counterparty Riskcounterparty-risk is a Claude Code skill from the finance_skills collection for assessing credit, settlement, and default exposure before entering trades, lending arrangements, vendor contracts, or treasury relationships. It helps developers building fintech integrations, treasury dashboards, or automated settlement flows understand whether a counterparty's failure could cascade into platform liability. The skill structures due diligence questions and exposure limits rather than executing transactions. Developers reach for counterparty-risk when wiring new broker APIs, DeFi protocols, B2B lending features, or vendor payment rails where counterparty insolvency or settlement failure would affect end users or firm capital.384installs63Gips Compliancegips-compliance is a joellewis/finance_skills compliance plugin skill for CFA Institute Global Investment Performance Standards. It guides composite construction so all actual fee-paying discretionary portfolios are included without cherry-picking, documents inclusion and exclusion timing, terminated portfolio retention, and prohibition on retroactive composite creation. Performance calculation coverage spans daily valuation, large cash-flow policies, true daily TWR versus Modified Dietz, gross-of-fees and net-of-fees presentation, and asset-weighted composite returns. Presentation requirements follow the GIPS 2020 edition effective January 1, 2020, including eleven required GIPS Report elements such as composite description, benchmark returns, portfolio counts, dispersion, and the prescribed compliance statement. Developers reach for gips-compliance when claiming GIPS compliance, building composites, calculating TWR under GIPS, preparing verification evidence, or comparing gross versus net fee presentation before institutional mandates.384installs64Performance Attributionperformance-attribution is a JoelLewis/finance_skills wealth-management plugin skill for explaining why a portfolio beat or lagged its benchmark. It documents Brinson-Fachler single-period attribution with allocation, selection, and interaction effects; multi-period geometric linking via Carino, Menchero, and GRAP methods; factor-based attribution with market, size, value, momentum, quality, and low-volatility loadings; fixed-income decomposition into yield, roll, curve, spread, and credit components; and currency attribution for international holdings. A worked two-sector Tech and Healthcare example shows 2.95% total active return split across effects, and a factor example isolates 0.70% alpha after Fama-French style contributions. The bundled scripts/performance_attribution.py module exposes BrinsonFachler, OLS factor attribution, and Carino linking, runnable via uv run or python3 with numpy and scipy, plus --verify against worked numbers. Developers reach for performance-attribution when building client review narratives, fund reporting pipelines, or fintech analytics explaining stock picking versus sector bets.384installs65Stp AutomationSTP Automation is an agent skill from joellewis/finance_skills that designs and implements straight-through processing for trades, settlements, and reconciliations. The workflow maps how transactions should flow without manual intervention, identifies break points, and proposes automation to shorten end-to-end completion time. Developers on finance platforms reach for STP Automation when back-office pipelines still depend on human fixes for exceptions. STP Automation fits teams building or maintaining trading, custody, or payments systems where operational efficiency and reconciliation accuracy are core requirements.384installs66Account Opening Complianceaccount-opening-compliance is a finance_skills module from joellewis/finance_skills for engineering compliant account-opening experiences on fintech and RIA platforms. It guides implementation of KYC and AML checks, identity verification vendor hooks, mandatory disclosures, and regulatory recordkeeping across onboarding APIs and client UIs. Developers reach for account-opening-compliance when shipping brokerage or banking signup flows where missing a verification step or retention rule creates regulatory exposure. The skill bridges compliance policy and concrete integration work—vendor selection patterns, audit trails, and disclosure timing—so engineering teams do not treat onboarding as a generic form wizard.383installs67Reference Datareference-data is a joellewis/finance_skills data-integration plugin skill for financial reference data and master data management. It covers six domains: security master instrument attributes and lifecycle events, identifier systems spanning CUSIP, ISIN, SEDOL, and FIGI with cross-reference mapping, client master identity and KYC fields, account master custodian cross-IDs and status management, pricing vendor hierarchies with fallback order and fair-value adjustments, and reference data governance with golden-source designation. Developers reach for reference-data when building security master databases, mapping CUSIP to ISIN or SEDOL to FIGI, designing client master models for onboarding, defining account attributes across custodians, establishing pricing vendor fallback chains, or troubleshooting missing identifiers after corporate actions. The skill treats corporate actions as the largest source of security master quality issues and documents MDM stewardship, manual override audit trails, and point-in-time identifier versioning for performance and compliance lookups.383installs68Advisor Dashboardsadvisor-dashboards is a joellewis/finance_skills skill for designing, building, and optimizing dashboards in RIA practice-management and wealth-management SaaS products. It covers firm-level metrics, advisor productivity monitoring, organic growth rate, client retention and attrition, executive and branch manager views, and exception alerts for NIGO and operational items. Developers reach for advisor-dashboards when users ask how the practice is performing, revenue per advisor, net new assets, effective fee rate, or practice benchmarking against industry peers. The skill also addresses role-based dashboard access so advisors, branch managers, and executives see household, AUM, alert, task, and compliance status appropriate to their role.381installs69Client Reporting Deliveryclient-reporting-delivery is a Claude Code skill in JoelLewis/finance_skills, one of 12 skills in the advisory-practice plugin within an 84-skill, 7-plugin financial-services library. The skill walks through the full reporting lifecycle—from PMS and custodian data sourcing through quarterly performance, tax, and billing report generation to portal, email, and print delivery with compliance review. Developers reach for client-reporting-delivery when designing report templates, client portal integrations, delivery-channel strategy, or QA workflows for wealth-management, RIA, or bookkeeping applications. The skill references platforms such as Orion, Black Diamond, Tamarac, and Addepar and covers segmentation, e-delivery consent, disclaimers, and record retention without executing trades or filing regulatory forms.381installs70Crm Client Lifecyclecrm-client-lifecycle is a joellewis/finance_skills skill for designing and optimizing CRM systems and client lifecycle workflows for advisory firms. It covers client segmentation models, household management, service tier SLAs, review scheduling, lifecycle stages from prospect through estate, at-risk client identification, wallet share analysis, and held-away asset consolidation. Developers reach for crm-client-lifecycle when tasks mention client segmentation, retention risk, household linking, multi-generational relationships, or evaluating CRM platforms such as Redtail and Wealthbox. The skill bridges advisory domain semantics—prospect, active servicing, referrals, offboarding—into implementable CRM stage models and retention analytics.380installs71Fixed Income Municipalfixed-income-municipal is a finance agent skill from joellewis/finance_skills that guides analysis of U.S. municipal bonds when developers build advisory software or answer fixed-income questions. The skill covers tax-equivalent yield calculations, credit-quality review, callable-bond call-feature evaluation, and portfolio-fit reasoning for muni allocations. Developers reach for fixed-income-municipal when wiring bond-screening logic into recommendation APIs, chat assistants, or internal research tools that must compare munis against taxable alternatives. The skill encodes municipal-specific factors—state tax treatment, AMT exposure, and call schedules—that generic bond calculators often omit.380installs72Integration Patternsintegration-patterns is a domain skill in joellewis/finance_skills (84 skills across 7 plugins) that teaches financial integration architecture inside the data-integration plugin. It covers REST and WebSocket API conventions, FIX session and order-routing messages, ISO 20022 MX securities and payments schemas, batch custodian feeds, event-driven settlement notifications, and operational patterns for idempotency, dead-letter queues, circuit breakers, mTLS, and schema mapping. Developers reach for integration-patterns when designing custodian pipelines, evaluating FIX connectivity, migrating SWIFT MT to ISO 20022, or debugging reconciliation breaks without losing audit trails. The SKILL.md walks through pagination, rate limiting, certification testing, and counterparty-specific custom FIX tags with scenario-based compliance examples rather than generic REST advice. It pairs with sibling data-integration skills for reference data, market data, and data quality when building end-to-end financial data platforms.380installs73Client Disclosuresclient-disclosures is a joellewis/finance_skills module that tells engineering and product teams which disclosure documents must exist, what each must contain, and when they must reach clients of investment advisers and broker-dealers. The skill covers Form ADV Part 2A and 2B content, Form CRS content and delivery, prospectus obligations, privacy notices, trade confirmation timing, account statements, and electronic versus paper delivery rules. Developers and compliance engineers reach for client-disclosures when building onboarding checklists, adviser brochure updates, or client portals where missing or mistimed disclosures create regulatory defects. It connects document content requirements to delivery mechanics so shipping advisory UX includes compliant notice flows.379installs74Conflicts Of Interestconflicts-of-interest is a joellewis/finance_skills module for advisory and brokerage teams operating under Reg BI and fiduciary duty. It surfaces compensation-based conflicts, proprietary product incentives, revenue sharing disclosure needs, principal trading consent, soft dollar arrangements, pay-to-play restrictions, gifts and entertainment limits, personal trading policies, and code of ethics requirements. Developers and compliance engineers reach for conflicts-of-interest when product flows recommend in-house funds, route orders through affiliated brokers, or enable cross-selling where payout differences skew advice. The skill produces documented conflict analysis and mitigation steps so feature scope and disclosure copy are settled before regulated recommendations ship.379installs75Proposal Generationproposal-generation is a finance skill from joellewis/finance_skills that helps developers automate client-facing investment proposals during pre-sale conversations. The skill assembles fee schedules, defines investment mandate scope, and writes performance narratives tailored to a prospect's goals and risk profile. An agent can standardize proposal structure across advisors while keeping institution-compliant language. Developers reach for proposal-generation when building CRM-integrated copilots, RIA onboarding tools, or internal sales workflows that must turn discovery notes into polished proposal documents quickly. The skill sits upstream of account maintenance and focuses on winning and scoping engagements rather than operating live portfolios.378installs76Sales Practicessales-practices is a joellewis/finance_skills agent skill for identifying and preventing broker-dealer sales practice violations under FINRA and SEC rules. It triggers on churning or excessive trading metrics, mutual fund breakpoint discounts, selling away, outside business activities, unauthorized trading, supervisory procedure design, senior investor protections, trusted contact persons, variable annuity suitability, and options account approval. Developers building wealth-management onboarding, order entry, or rep supervision UIs use sales-practices to review flows before release. The skill encodes compliance checks for phrases like high turnover ratio, breakpoint abuse, or supervision failure. Reach for it during pre-launch reviews of trading, annuity, or options workflows in regulated brokerage products.378installs77Workflow Automationworkflow-automation is a joellewis/finance_skills module for automating recurring finance operations with agent-compatible steps and compliance guardrails. It targets onboarding pipelines, KYC re-checks, regulatory reporting, approval chains, and exception routing that otherwise depend on manual spreadsheets and email handoffs. Developers reach for workflow-automation when finance ops teams need durable automations that agents can invoke safely—with explicit checkpoints for human review on high-risk exceptions. The skill fits operate-phase iteration where existing fintech back-office processes must scale without breaking audit trails or segregation-of-duties expectations.377installs78Fee Disclosurefee-disclosure is a joellewis/finance_skills compliance skill for evaluating fee and cost disclosure substance across advisory, brokerage, fund, and retirement plan contexts. It addresses Form ADV Item 5 fee content, prospectus fee table format, Reg BI cost disclosure, 12b-1 fee transparency, revenue sharing, wrap fee program cost-effectiveness, and ERISA 408(b)(2)/404a-5 fee disclosure requirements. Developers reach for fee-disclosure when users ask about hidden fees, total cost to the client, expense ratio comparison, fee billing in advance versus arrears, share class selection, or indirect compensation layers. The skill helps ensure fee schedules, wrap programs, and compensation mechanics are transparently disclosed in apps, statements, and marketing before clients fund accounts.376installs79Reg Bireg-bi is a finance compliance skill from joellewis/finance_skills that analyzes broker-dealer conduct under SEC Regulation Best Interest across four obligations: Disclosure, Care, Conflict of Interest, and Compliance. The skill defines what triggers a recommendation under Reg BI and compares Reg BI against FINRA suitability and investment-adviser fiduciary duty. Developers reach for reg-bi when evaluating rollover recommendations, dual-registrant disclosures, share-class or account-type suggestions, and examination preparation for recommendation engines. It supports reasoning about reasonably available alternatives and documentation requirements before shipping recommendation APIs or advisor workflows.376installs80Examination 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.374installs81Fiduciary Standardsfiduciary-standards is a compliance-oriented skill covering investment adviser fiduciary duty under the IA Act Section 206, ERISA Section 404 prudent expert obligations, the DOL fiduciary rule, PTE 2020-02 rollover exemption conditions, and state fiduciary developments. It triggers on questions like whether a fiduciary standard applies, retirement plan adviser obligations, dual registrant hat switching, or duty of care and loyalty requirements. Developers building advisory platforms, robo-advice flows, or retirement rollover tools use fiduciary-standards to scope features, fee disclosures, and automated recommendation guardrails before implementation.374installs82Client 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.369installs83Fee Billingfee-billing is a finance-focused agent skill from joellewis/finance_skills that helps developers and product teams model advisory fee structures before implementation. The skill walks through AUM-based, flat, hourly, and performance fee schedules, defines billing cadence and invoicing rules, and surfaces regulatory disclosure requirements advisory firms must meet. Developers reach for fee-billing when scoping billing logic, pricing pages, or compliance copy for RIA, wealth-management, or fintech products rather than improvising fee tables from scratch. Output is a structured fee-and-billing specification ready for engineering, legal review, or client-facing documentation.368installs84Account Opening Workflowaccount-opening-workflow is a personal finance procedural skill from joellewis/finance_skills that walks through opening brokerage, retirement, or custodial accounts step by step. The workflow verifies eligibility, helps select the correct account type, identifies required KYC documents, and guides application submission according to each firm's rules. Developers reach for account-opening-workflow when setting up investment accounts for themselves or family members and needing structured checklists rather than ad-hoc broker website navigation. Source documentation is minimal beyond the description, so treat outputs as guided checklists and application prep rather than automated broker API integrations.365installs