Finance
Personal finance, budgeting, financial tools
privacy-data-security
by JoelLewis
"Privacy and data security compliance: Reg S-P, Reg S-ID Red Flags Rule, SEC cybersecurity rules, state privacy laws, vendor management, incident response, data governance."
post-trade-compliance
by JoelLewis
"Post-trade compliance and surveillance: trade surveillance, pattern detection, best execution review, allocation fairness, exception-based monitoring, and regulatory reporting triggers."
vendor-due-diligence-patrick-munro
by lawvable
"Framework for assessing IT service providers, technology vendors, and third-party partners. Creates structured risk assessments across financial, operational, compliance, security, and reputational dimensions with regulatory checklists (GDPR, DORA, NIS2, SOX). Use when: (1) Evaluating new vendors or technology providers, (2) Conducting third-party risk assessments for procurement, (3) Performing critical vendor due diligence for regulatory compliance, (4) Creating vendor onboarding documentation, (5) Establishing ongoing vendor monitoring processes, (6) Assessing vendor concentration risk, or (7) Generating executive-level vendor risk reports."
kimi-xlsx
by thvroyal
"Specialized utility for advanced manipulation, analysis, and creation of spreadsheet files, including (but not limited to) XLSX, XLSM, CSV formats. Core functionalities include formula deployment, complex formatting (including automatic currency formatting for financial tasks), data visualization, and mandatory post-processing recalculation. "
minimalist-review
by slavingia
Review any business decision, plan, or strategy through the minimalist entrepreneur lens. Use when someone wants a gut-check on a business decision, wants to simplify their approach, or needs to decide between options.
portfolio-health-check
by Geeksfino
Diagnose risks and inefficiencies in an existing investment portfolio. Use when the user asks to review, audit, or stress-test their current holdings, evaluate portfolio concentration, check factor exposures, assess correlation risks, identify hidden tilts, or get actionable improvement suggestions for a portfolio they already own.
tavily-dynamic-search
by tavily-ai
Programmatic web search with context isolation. Use this skill for any research task where you need to search the web, filter results, and extract specific information — without polluting your context window with raw HTML and boilerplate. This is the default skill for web research. Triggered by "search for", "look up", "find", "research", "what's the latest on", or any query that requires current web information. Also use when asked to "search and filter", "find the important parts", or "extract the key details" — any case where the user wants curated, noise-free content.
backtesting-frameworks
by 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..."
defi-protocol-templates
by scaffold-eth
Implement DeFi protocols with production-ready templates for staking, AMMs, governance, and lending systems. Use when building decentralized finance applications or smart contract protocols.
scan
by cwinvestments
"Use when the user says 'scan project', 'estimate', 'how much to charge', or needs codebase complexity analysis."
performance-budgeting
by proflead
Define performance budgets and guardrails. Use when a senior developer needs performance targets and enforcement.
find-community
by slavingia
Help identify and evaluate communities to build a minimalist business around. Use when someone is looking for a business idea, trying to find their community, or wondering where to start as an entrepreneur.
statistics-fundamentals
by JoelLewis
"Statistical methods for financial data: distributions, covariance matrices, regression, bootstrapping, shrinkage estimators."
trade-execution
by JoelLewis
"Trade execution and best execution: venue selection, smart order routing, execution algorithms, transaction cost analysis (TCA), market microstructure, and best execution obligations."
books-and-records
by 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."
anti-money-laundering
by JoelLewis
"BSA/AML compliance: CTRs, SARs, OFAC screening, structuring detection, FinCEN requirements, red flags for money laundering."
integration-patterns
by JoelLewis
"Financial systems integration: API design, FIX protocol, ISO 20022 messaging, event-driven architecture, batch processing, idempotency, and error handling patterns."
reference-data
by JoelLewis
"Financial reference data: security master, client master, account master, identifiers (CUSIP, ISIN, SEDOL, FIGI), pricing, and reference data governance."
exchange-connectivity
by JoelLewis
"Exchange and venue connectivity: market data feeds, FIX sessions, trading venue integration, market halts, circuit breakers, symbology, and connectivity architecture."
advisor-dashboards
by 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."
know-your-customer
by JoelLewis
"KYC requirements: CIP, CDD, beneficial ownership, essential facts, customer profiling, ongoing monitoring, enhanced due diligence."
regulatory-reporting
by JoelLewis
"Regulatory filing obligations: Form PF, 13F/13H filings, Form ADV amendments, FOCUS reports, blue sheets, CAT reporting, SAR/CTR mechanics, FINRA reporting."
client-onboarding
by JoelLewis
"Digital onboarding flows: document collection, KYC integration, account opening forms, e-signature, custodian submission, advisor-assisted vs self-service, compliance checkpoints."
shopify-admin-skills
by 40RTY-ai
Master skill collection for Shopify store operators. Provides access to all merchandising, marketing, support, and operations capabilities.