Finance
Personal finance, budgeting, financial tools
conflicts-of-interest
by JoelLewis
"Identifying, disclosing, and mitigating conflicts of interest across the advisory and brokerage landscape."
news-aggregator-skill
by 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."
analyzing-marketing-campaign
by https-deeplearning-ai
Analyze weekly marketing campaign performance data across channels. Use when analyzing multi-channel digital marketing data to calculate funnel metrics (CTR, CVR) and compare to benchmarks, compute cost and revenue efficiency metrics (ROAS, CPA, Net Profit), or get budget reallocation recommendations based on performance rules.
market-data
by JoelLewis
"Market data management: real-time vs delayed feeds, Level 1/2/3 data, data vendors, consolidated tape, market data licensing, distribution, and infrastructure."
account-opening-compliance
by JoelLewis
"Account opening compliance: CIP/KYC integration, suitability checks, OFAC screening, beneficial ownership, risk-based review, and compliance automation in account opening."
advice-standards
by JoelLewis
"Regulatory bright lines between investment education, recommendations, and investment advice under federal and state securities law"
pre-trade-compliance
by JoelLewis
"Automated pre-trade compliance: rule engines, concentration limits, restricted lists, hard and soft blocks, regulatory limits, client-specific restrictions, and compliance rule configuration."
stp-automation
by JoelLewis
"Straight-through processing and automation: STP design, exception-based workflow, STP rate metrics, integration patterns, process automation, and operational efficiency for securities operations."
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."
examination-readiness
by JoelLewis
"SEC and FINRA examination process: exam types, document production, deficiency findings, mock exam frameworks, examination priorities, remediation strategies."
client-disclosures
by JoelLewis
"Client disclosure documents: Form ADV, Form CRS, prospectus delivery, Reg S-P privacy, trade confirmations, account statements, delivery timing."
anti-money-laundering
by JoelLewis
"BSA/AML compliance: CTRs, SARs, OFAC screening, structuring detection, FinCEN requirements, red flags for money laundering."
reg-bi
by JoelLewis
"SEC Regulation Best Interest (Reg BI): disclosure, care, conflict of interest, and compliance obligations for broker-dealer recommendations."
agent-workflow-designer
by LeoYeAI
"Agent Workflow Designer"
design-system-context
by HermeticOrmus
Managing design tokens and system context for LLM-driven UI development. Covers loading, persisting, and optimizing design decisions within context windows.
architecture-patterns
by HermeticOrmus
Implement proven backend architecture patterns including Clean Architecture, Hexagonal Architecture, and Domain-Driven Design. Use when architecting complex backend systems or refactoring existing applications for better maintainability.
order-management-advisor
by JoelLewis
"Advisor order management: order entry, block trading, allocation, order types, pre-trade compliance, custodian routing, model-driven trading, error handling, and audit trail."
client-reporting-delivery
by JoelLewis
"Report generation, customization, delivery channels, frequency management, report templates, client portal integration, compliance review, and print vs digital delivery for advisory firms."
clean-architecture
by giuseppe-trisciuoglio
Provides implementation patterns for Clean Architecture, Hexagonal Architecture (Ports & Adapters), and Domain-Driven Design in Java 21+ Spring Boot 3.5+ applications. Use when structuring layered architectures, separating domain logic from frameworks, implementing ports and adapters, creating entities/value objects/aggregates, or refactoring monolithic codebases for testability and maintainability.
advertising-compliance
by JoelLewis
"Investment advertising and marketing compliance: SEC Marketing Rule, FINRA 2210, performance advertising, testimonials, social media, and recordkeeping."
operational-risk
by JoelLewis
"Operational risk management: trade breaks, settlement fails, error handling, loss event taxonomy, key risk indicators, incident management, and business continuity for trading operations."
reconciliation
by 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)."
partnership-bd
by RefoundAI
Help users build strategic partnerships and business development deals. Use when someone is pursuing a partnership, negotiating a BD deal, working with platforms like Google or Facebook, or trying to build distribution through partners.
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."