Finances
Finances personals, pressupostos i eines financeres
stp-automation
JoelLewis
"Straight-through processing and automation: STP design, exception-based workflow, STP rate metrics, integration patterns, process automation, and operational efficiency for securities operations."
reconciliation
JoelLewis
"Reconciliation operations: position/cash/transaction matching with tolerance thresholds, three-way reconciliation (PMS/custodian/clearing), break identification (timing, pricing, corporate action, stock split/merger/DRIP), tolerance rules, STP rates (95-99% position, 85-95% transaction), auto-resolution, cost basis and tax lot matching, accrued income reconciliation, multi-custodian data normalization (Schwab, Fidelity, Pershing), ex-date processing, custodian feed formats, reconciliation scheduling, regulatory compliance (SEC Rule 204-2, ERISA, SOC 1/SOC 2, books and records), 1099-B accuracy, reconciliation automation platforms (Arcesium, Duco, Advent Geneva)."
books-and-records
JoelLewis
"Broker-dealer and investment adviser recordkeeping: SEC Rules 17a-3/17a-4, Rule 204-2, FINRA retention, WORM storage, electronic communications archiving, social media archiving."
examination-readiness
JoelLewis
"SEC and FINRA examination process: exam types, document production, deficiency findings, mock exam frameworks, examination priorities, remediation strategies."
fee-billing
JoelLewis
"Advisory fee billing: fee calculation (tiered, flat, breakpoint), billing cycles, AUM valuation, direct-debit/invoice collection, GAAP revenue recognition, ADV Part 2A/Reg BI/ERISA 408(b)(2) disclosure, billing exceptions, system migration, revenue forecasting, concentration analysis."
reg-bi
JoelLewis
"SEC Regulation Best Interest (Reg BI): disclosure, care, conflict of interest, and compliance obligations for broker-dealer recommendations."
exchange-connectivity
JoelLewis
"Exchange and venue connectivity: market data feeds, FIX sessions, trading venue integration, market halts, circuit breakers, symbology, and connectivity architecture."
advisor-dashboards
JoelLewis
"Advisor dashboards for RIAs: practice analytics, AUM/revenue tracking, organic growth, effective fee rate, net flows, client flow analysis, referral tracking, retention rates, attrition analysis, competitive losses, exception alerts (NIGO, rebalancing drift, billing), benchmarking (Schwab, FA Insight), productivity metrics, prospecting conversion, CRM integration (Redtail, Salesforce), PMS integration (Orion, Tamarac), compliance metrics."
client-reporting-delivery
JoelLewis
"Report generation, customization, delivery channels, frequency management, report templates, client portal integration, compliance review, and print vs digital delivery for advisory firms."
client-onboarding
JoelLewis
"Digital onboarding flows: document collection, KYC integration, account opening forms, e-signature, custodian submission, advisor-assisted vs self-service, compliance checkpoints."
backtesting-frameworks
aAAaqwq
"Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strateg..."
Support Agent - 客服专家
aAAaqwq
â å¯ä»¥æ¶éç¨æ·åé¦
billing-automation
aAAaqwq
"Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recu..."
protext
diegosouzapw
Dynamic context management for AI agents. Invoke /protext at session
Papyrus Frontend Audit (crates/pex + crates/papyrus)
matiaszanolli
"Deep audit of the Papyrus compiler frontends — .pex reader + 5-phase decompiler (Champollion port, crates/pex) and the .psc lexer/Pratt parser (crates/papyrus): untrusted-input bounds, decompiler soundness, depth caps"
fable-judge
youlianvr
Adversarial verification of finished work. Treats any "done" as a set of claims, then re-runs the claimed verifications, diffs what actually changed, detects weakened tests and false completion claims, and delivers an evidence-based verdict (VERIFIED / VERIFIED WITH CAVEATS / REFUTED). Use after any agent or model claims work is complete - "/fable-judge", "judge this work", "verify what it did", "did that actually work?". Also runs the fable-method trap suite against a skill or model via "/fable-judge suite <target>".
serenity-skill
muxuuu
Turn an investment agent into a supply-chain bottleneck hunter. Use this skill for source-backed investment research, live market/theme scans, AI/semi/technology value-chain mapping, A-share/HK/US stock screening, thesis stress tests, and Serenity-inspired research conversations. Trigger on requests like "用 Serenity 的方式看", "深度调研", "产业链/供应链/卡点/瓶颈", "A股 AI 半导体哪个最值得研究", "find unknown bottlenecks", "rank candidates", or "challenge this thesis". Outputs plain-language reasoning, ranked research priorities, evidence chains, risks, and next verification steps. Research support only; no trade execution.
symbiosis
BankrBot
Cross-chain token swaps across 54+ blockchains via Symbiosis protocol. Use when the user wants to swap or bridge tokens between any chains — Base, Ethereum, Polygon, Arbitrum, Optimism, BNB Chain, Avalanche, Solana, Bitcoin, TON, Tron, and 40+ more. Supports any-to-any token swaps with automatic routing. Uses Bankr Submit API to execute transactions.
cattown
BankrBot
Interact with Cat Town — a Farcaster-native game world on Base. Covers KIBBLE staking (stake, claim, unlock, unstake, leaderboard, deposit history); live world state (season, weather, time of day, weekend flag); fishing drops filtered by world state; Isabella's weekend fishing competition with live prize-pool math; Paulie's weekly fish raffle (free-ticket claim, tier-based prize pool, odds, last winners); the daily 3-item boutique with KIBBLE→USD conversion; gacha spins (async VRF pay-then-receive, 100/day cap, seasonal pools); item valuation plus batch selling via the V2 vendor (5% tax); and KIBBLE tokenomics (% burned, % staked, live APY). Use when the user mentions Cat Town, KIBBLE, Wealth & Whiskers, Jasper, Isabella, Paulie, Skipper, Theodore, Cassie, RevenueShare, fishing, gacha, raffle, boutique, vendor, prize pools, drop tables, or any read/write on the Cat Town contracts.
atl-btl-messaging
sachacoldiq
Above-the-Line (ATL) and Below-the-Line (BTL) messaging framework for targeting executives vs end-users. Use when crafting messages for different seniority levels, deciding message length and tone, or adapting outreach to VPs/C-Level vs Managers/ICs.
news-aggregator-skill
cclank
"Comprehensive news aggregator that fetches, filters, and deeply analyzes real-time content from 8 major sources: Hacker News, GitHub Trending, Product Hunt, 36Kr, Tencent News, WallStreetCN, V2EX, and Weibo. Best for 'daily scans', 'tech news briefings', 'finance updates', and 'deep interpretations' of hot topics."
market
AIsa-team
'Query real-time and historical financial data across equities and crypto—prices, market moves, metrics, and trends for analysis, alerts, and reporting. Use when: the user needs market data, stock analysis, watchlists, or portfolio workflows.'
sec-edgar
Innei
US SEC EDGAR filings — list 10-K/10-Q/8-K/Form 4/S-1, fetch filing text, parse insider Form 4 transactions.
stock-deep-dive
Innei
Use when the user asks for an end-to-end orientation on a listed company they don't yet understand, especially when the request combines two or more dimensions in one ask. Triggers on "X 是干什么的", "帮我了解 X", "X 主营 + 同行", "盘前为什么涨", "本周趋势 + 阻力支撑", "X 和其他公司的关系", "first time looking at X", "full brief on X". Skip when the user wants only a single lens — use the targeted Longbridge sub-skill instead.