Finance
Personal finance, budgeting, financial tools
conflicts-of-interest
by JoelLewis
"Identifying, disclosing, and mitigating conflicts of interest across the advisory and brokerage landscape."
fiduciary-standards
by JoelLewis
"Fiduciary duty: IA Act Section 206, SEC 2019 Interpretation, ERISA fiduciary rules, DOL guidance, state-level standards, CFA Institute standards."
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."
proposal-generation
by JoelLewis
"Investment proposal generation: risk profiling output, model portfolio recommendation, fee illustration, scenario projections, compliance review, and proposal delivery for advisory practices."
investment-suitability
by JoelLewis
"Investment suitability obligations: FINRA Rules 2111/2090, reasonable-basis/customer-specific/quantitative suitability, product-specific concerns, household considerations."
corporate-actions
by JoelLewis
"Corporate actions processing: mandatory and voluntary actions, dividends, stock splits, mergers and acquisitions, tender offers, record dates, and corporate action lifecycle management."
margin-operations
by JoelLewis
"Margin operations: Reg T initial margin, maintenance margin, portfolio margin, margin call procedures, liquidation waterfall, SBLOC, and margin risk management."
workflow-automation
by JoelLewis
"Workflow automation for securities operations: BPM concepts, task routing, approval chains, escalation rules, SLA monitoring, and process orchestration patterns."
client-disclosures
by JoelLewis
"Client disclosure documents: Form ADV, Form CRS, prospectus delivery, Reg S-P privacy, trade confirmations, account statements, delivery timing."
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."
ce-pov
by EveryInc
"Give a decisive, project-grounded point of view in the subject's own shape: a graded verdict on an external-adoption question, a holistic take on a document, or a position on a user-supplied approach set. Use for a solo POV, a mid-session second opinion, a named-peer cross-check, any request to consult other models or reconcile their opinions, an oracle panel, or a correction-cost-gated proactive cross-check offer. Not for findings review (use ce-doc-review), neutral explainers, or generating options (use ce-ideate or ce-brainstorm)."
shioaji
by Sinotrade
Shioaji Taiwan financial trading API guide. Use when trading stocks/futures/options on Taiwan markets, subscribing to real-time market data, querying account info, or building automated trading systems. Shioaji 台灣金融交易 API 指南。適用於：股票/期貨/選擇權交易、即時行情訂閱、帳務查詢、自動交易系統開發。
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."
counterparty-risk
by JoelLewis
"Counterparty risk management: counterparty exposure measurement, credit risk monitoring, netting agreements, collateral management, ISDA documentation, and central clearing."
actual-budget
by sundial-org
Query and manage personal finances via the official Actual Budget Node.js API. Use for budget queries, transaction imports/exports, account management, categorization, rules, schedules, and bank sync with self-hosted Actual Budget instances.
ddd
by codewithmukesh
Domain-Driven Design tactical patterns for .NET applications. Covers aggregates, aggregate roots, value objects, domain events, domain services, strongly-typed IDs, and repository patterns for aggregate persistence. Load this skill when implementing DDD, working with aggregates, value objects, domain events, bounded contexts, or when the architecture-advisor recommends DDD + Clean Architecture. Pair with the clean-architecture skill.
context-discipline
by codewithmukesh
Token budget management for Claude Code sessions. Teaches how to minimize context consumption using MCP-first navigation, lazy loading, subagent isolation, and strategic file reading. Keeps Claude effective throughout long sessions by treating the 200k token window as a budget, not a dumping ground. Load this skill when context is running low, sessions feel sluggish, Claude starts forgetting earlier context, or when planning how to explore a large codebase efficiently. Keywords: "context", "tokens", "budget", "running out of context", "too many files", "large codebase", "memory".
financial-goal-planner
by OneWave-AI
Create timelines for house down payment, retirement, college fund. Monthly savings targets, investment strategies, milestone tracking.
demand-forecasting
by kishorkukreja
When the user wants to forecast demand, build forecasting models, or improve forecast accuracy. Also use when the user mentions "demand planning," "sales forecasting," "time series," "forecast accuracy," "demand sensing," "statistical forecasting," or "predictive analytics." For capacity planning based on forecasts, see capacity-planning. For S&OP integration, see sales-operations-planning.
linkedin-ads
by kostja94
When the user wants to set up, optimize, or manage LinkedIn Ads. Also use when the user mentions "LinkedIn Ads," "LinkedIn Campaign Manager," "Sponsored Content," "LinkedIn Lead Gen Forms," "job title targeting," "company targeting," or "B2B paid ads."
architecture-patterns
by secondsky
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.
invoice-organizer
by skillcreatorai
Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
financial-news
by aws-samples
Stock quotes, price history, financial news, and analysis
querying-indonesian-gov-data
by suryast
Query 50 Indonesian government APIs and data sources — BPJPH halal certification, BPOM food safety, OJK financial legality, BPS statistics, BMKG weather/earthquakes, Bank Indonesia exchange rates, IDX stocks, CKAN open data portals, pasal.id (third-party law MCP). Use when building apps with Indonesian government data, scraping .go.id websites, checking halal certification, verifying company legality, looking up financial entity status, or connecting to Indonesian MCP servers. Includes ready-to-run Python patterns, CSRF handling, CKAN API usage, and IP blocking workarounds.