Finance
Personal finance, budgeting, financial tools
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."
financial-planning-integration
by JoelLewis
"Financial planning integration: goal-based plans, Monte Carlo probability-of-success, plan-to-IPS linkage, scenario analysis, tax-aware planning (QCD, tax-loss harvesting, withdrawal sequencing), Roth conversions, RMD management, SECURE 2.0 Act, Social Security optimization, IRMAA Medicare premiums, 529/donor-advised funds, risk capacity, longevity/sequence-of-returns risk, cash flow modeling by life phase, planning tools (eMoney, MoneyGuidePro, RightCapital), assumption synchronization."
advertising-compliance
by JoelLewis
"Investment advertising and marketing compliance: SEC Marketing Rule, FINRA 2210, performance advertising, testimonials, social media, and recordkeeping."
next-best-action
by JoelLewis
"Next-best-action frameworks for advisor workflows: event-driven triggers, prioritization scoring, action queuing, advisor nudges, automated workflows, personalized recommendations."
crm-client-lifecycle
by JoelLewis
"Client lifecycle management for RIAs: segmentation models (AUM, revenue, behavioral, strategic importance), household management, multi-generational relationship tracking, service tier SLAs, quarterly/annual review scheduling, lifecycle tracking (prospect→onboarding→accumulation→distribution→estate), engagement analytics (NPS, contact frequency, retention risk scoring), at-risk identification, wallet share, held-away asset consolidation, referral attribution, FINRA Rule 4512 trusted contact, OFAC/enhanced due diligence, CRM platforms (Salesforce, Redtail, Wealthbox, Dynamics)."
gips-compliance
by JoelLewis
"GIPS compliance: composite construction, performance presentation, verification, error correction, pooled funds, wrap/SMA programs, and advertising guidelines under the CFA Institute Global Investment Performance Standards."
order-lifecycle
by JoelLewis
"Order lifecycle management: order states, FIX protocol basics, order types, time-in-force, cancel/replace workflows, order validation, and state machine design for trading systems."
counterparty-risk
by JoelLewis
"Counterparty risk management: counterparty exposure measurement, credit risk monitoring, netting agreements, collateral management, ISDA documentation, and central clearing."
account-transfers
by JoelLewis
"Account transfers: ACAT transfers, non-ACAT transfers, partial transfers, journal entries, rollovers, estate transfers, and transfer tracking for brokerage operations."
account-opening-workflow
by JoelLewis
"Account opening workflows: account types (individual, joint JTWROS/TIC, trust, entity, IRA/SEP/SIMPLE/inherited, UTMA, estate), required forms (Form CIP, CRS, W-9, W-8BEN, beneficial ownership, trust/LLC docs, Form 5305), approval workflows with supervisory review, NIGO management, regulatory holds, PEP/enhanced due diligence screening, senior investor protections, KYC/CIP verification, straight-through processing (STP), multi-custodian operations (Schwab, Fidelity, Pershing), account numbering/titling/classification, ACAT coordination, 30-day compliance review, funding verification, billing system integration, FINRA Rule 4512."
fee-disclosure
by JoelLewis
"Fee disclosure requirements: ADV Part 2A, prospectus fee tables, Reg BI cost disclosure, 12b-1 fees, revenue sharing, wrap fees, ERISA 408(b)(2)."
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."
ramp
by atrislabs
Ramp corporate card and spend management. Use when user asks about expenses, transactions, cards, spend analysis, burn rate, or corporate finance. Triggers on ramp, expenses, transactions, spend, corporate card, burn rate.
quant-buddy-skill
by pseudo-longinus
查询A股、港股、美股股票及指数的最新收盘价、开盘价、涨跌幅、成交额、成交量、换手率、PE、PB、市值等实时行情与估值数据。
linear-walkthrough
by Jamie-BitFlight
Produces a structured, end-to-end linear walkthrough of an unfamiliar codebase by orchestrating parallel subagents across four phases — discovery, tracing, validation, and synthesis. Use when onboarding to a new repository, understanding execution paths from entry points, generating navigable codebase documentation, or needing fact-checked coverage of architecture, deployment, testing, and operations.
code-review-claude-skills
by Jamie-BitFlight
Loaded automatically when reviewing Claude skills or agent definitions — covers SKILL.md structure, frontmatter validity, token budget, description quality, and agent contract compliance.
code-review-llm
by Jamie-BitFlight
Use when reviewing AI/ML code or LLM integration — activates on prompt templates, model selection logic, token budget concerns, or evaluation harness code. Enforces prompt hygiene, model tier matching, context window management, token economics, structured output validation, temperature settings, retry logic, streaming error handling, and PII/safety rules.
skaters code-review skill
by microprediction
uses skaters appropriately, say so and move on — don't manufacture offences.
us-gov-shutdown-tracker
by Mann1988
Track and analyze US government shutdown liquidity impacts by monitoring TGA (Treasury General Account), bank reserves, EFFR, and SOFR data from FRED API. Use when user wants to (1) analyze current or past government shutdown effects on financial markets, (2) track liquidity conditions during fiscal policy disruptions, (3) assess "stealth tightening" effects, (4) compare shutdown episodes across different monetary policy regimes (QE vs QT), or (5) generate liquidity stress reports with historical context. Recommended usage frequency is weekly on Wednesdays after TGA/reserve data releases.
green-invoice
by skills-il
Integrate Green Invoice (Morning) API for Israeli invoicing, receipts, client management, and payment processing. Use when user asks to create invoices via Green Invoice, generate hashbonit mas through Morning API, manage clients in Green Invoice, set up webhook automation for document creation, query documents or expenses, or mentions "Green Invoice", "Morning", "hashbonit yeruka", "greeninvoice API", Israeli cloud invoicing, or needs to create tax invoice-receipt (cheshbonit mas/kabala). Covers all 13 document types, 8 payment types, client CRUD, item catalog, and webhook integration. Do NOT use for SHAAM allocation numbers or Tax Authority e-invoice compliance (use israeli-e-invoice), Cardcom payment processing (use cardcom-payment-gateway), or Tranzila integration (use tranzila-payment-gateway).
execution-accelerator
by shipshitdev
Use this skill when users are stuck on a decision, overthinking, experiencing analysis paralysis, or need to ship faster. Activates for "should I wait," "I can't decide," "I'm overthinking," or when speed is critical and perfectionism is the enemy.
financial-operations-expert
by shipshitdev
Use this skill when users need help with business finances, tax planning, bookkeeping, profit/loss analysis, cash flow management, or multi-business financial tracking. Activates for "am I profitable," tax questions, accounting setup, or financial health checks.