Sales Practices
Review wealth-management sales flows for suitability, disclosures, and regulatory guardrails before release.
npx skills add https://github.com/joellewis/finance_skills --skill sales-practices| Installs | 263 |
|---|---|
| Repository | joellewis/finance_skills ↗ |
Related skills
Wind Mcp SkillWire your coding agent to Wind’s institutional finance database for screening, quotes, fundamentals, macro, and news without building custom market-data glue.13.9k30
China Stock AnalysisScreen and deeply analyze China A-share stocks with value-investing metrics using akshare-backed Python workflows for low-frequency investors.12.6k113
Backtesting FrameworksPrototype and stress-test trading strategies with event-driven backtests before risking real capital.11.9k36.5k
Grimoire PolymarketDiscover Polymarket markets and read or manage CLOB state from your coding agent via the Grimoire `polymarket` venue CLI wrapper.11.8k5
Stock AnalysisPull Yahoo Finance stock and crypto metrics, compare tickers, and manage a local portfolio with periodic performance reports from your agent.10.4k28
CoinglassWire crypto derivatives market data—funding, open interest, liquidations, and futures metrics—into agent workflows via Coinglass API tools.10.4k13Finance & Tradingcompliance