joellewis/finance_skills

skills.sh installs: 60.8K
skills: 84

Install

$ npx -y skills add joellewis/finance_skills --agent claude-code

Installs into .claude/skills of the current project.

Skills

asset-allocationjoellewis/finance_skillsDetermine how to distribute capital across asset classes using strategic and tactical allocation frameworks. Use when the user asks about portfolio allocation, 911skills.sh installs

statistics-fundamentalsjoellewis/finance_skillsApply statistical methods to financial data including descriptive statistics, covariance estimation, regression, hypothesis testing, and resampling. Use when th856skills.sh installs

finance-psychologyjoellewis/finance_skillsRecognize and mitigate cognitive biases that impair financial decisions, and coach clients toward values-driven financial lives. Use when the user asks about be826skills.sh installs

quantitative-valuationjoellewis/finance_skillsEstimate intrinsic value of stocks and companies using DCF, dividend discount models, comparable multiples, and residual income. Use when the user asks about di823skills.sh installs

commoditiesjoellewis/finance_skillsAnalyze commodity markets including futures curve dynamics, roll yield, and supply/demand fundamentals. Use when the user asks about commodity investing, commod811skills.sh installs

investment-policyjoellewis/finance_skillsConstruct comprehensive Investment Policy Statements governing return objectives, risk tolerance, and portfolio constraints. Use when the user asks about buildi801skills.sh installs

debt-managementjoellewis/finance_skillsProvide frameworks for managing and paying off personal debt effectively. Use when the user asks about debt payoff strategies (avalanche vs snowball), refinanci783skills.sh installs

rebalancingjoellewis/finance_skillsMaintain portfolio allocations over time using calendar-based, threshold-based, and tax-efficient rebalancing strategies. Use when the user asks about when to r783skills.sh installs

order-lifecyclejoellewis/finance_skillsGuide the design and implementation of order lifecycle management in trading systems. Owns FIX application-layer message flows (NewOrderSingle, ExecutionReport,780skills.sh installs

market-datajoellewis/finance_skillsDesign and manage market data infrastructure — real-time and delayed feeds, Level 1/2/3 depth, consolidated tape vs direct feeds, vendor selection, licensing, a776skills.sh installs

diversificationjoellewis/finance_skillsBuild diversified portfolios using correlation analysis, efficient frontier construction, and factor-based diversification. Use when the user asks about portfol769skills.sh installs

currencies-and-fxjoellewis/finance_skillsAnalyze currency markets, exchange rate mechanics, and FX risk management for international portfolios. Use when the user asks about exchange rates, FX hedging,765skills.sh installs

historical-riskjoellewis/finance_skillsQuantify realized risk from historical data using volatility estimators, drawdown analysis, and downside risk metrics. Use when the user asks about historical v761skills.sh installs

liquidity-managementjoellewis/finance_skillsPlan and manage cash flow to ensure adequate liquidity while minimizing opportunity cost of excess cash. Use when the user asks about cash flow forecasting, CD 756skills.sh installs

bet-sizingjoellewis/finance_skillsDetermine how much capital to allocate to individual positions within a portfolio. Use when the user asks about position sizing, the Kelly criterion, fractional755skills.sh installs

time-value-of-moneyjoellewis/finance_skillsCalculate present value, future value, NPV, IRR for projects and loans, loan payments, and amortization schedules across all compounding conventions. Use when t754skills.sh installs

account-transfersjoellewis/finance_skillsProcess and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, trouble753skills.sh installs

volatility-modelingjoellewis/finance_skillsModel, forecast, and interpret volatility using time-series models and options-implied measures. Use when the user asks about EWMA, GARCH models, implied volati753skills.sh installs

financial-planning-workflowjoellewis/finance_skillsOrchestrate the advisor workflow for assembling and delivering a comprehensive financial plan — data gathering, cash flow analysis, retirement modeling, Monte C751skills.sh installs

emergency-fundjoellewis/finance_skillsSize and structure an emergency fund based on individual circumstances, income stability, and expense profile. Use when the user asks about emergency fund sizin748skills.sh installs

performance-metricsjoellewis/finance_skillsEvaluate investment performance on a risk-adjusted basis using industry-standard ratios and capture analysis. Use when the user asks about Sharpe ratio, Sortino746skills.sh installs

data-qualityjoellewis/finance_skillsDesign and operate data quality programs for financial data — validation rules, pricing validation, data lineage, exception management, profiling, and governanc745skills.sh installs

return-calculationsjoellewis/finance_skillsCompute and compare investment return metrics including TWR, MWR (dollar-weighted IRR on portfolio cash flows), CAGR, and annualized returns. Use when the user 745skills.sh installs

lendingjoellewis/finance_skillsAnalyze lending products including mortgages, HELOCs, and personal loans with amortization and comparison tools. Use when the user asks about mortgage compariso741skills.sh installs

savings-goalsjoellewis/finance_skillsPlan and track savings for specific financial goals including retirement, education, and home purchase. Use when the user asks about required savings rates, 529741skills.sh installs

trade-executionjoellewis/finance_skillsGuide the design, evaluation, and monitoring of trade execution quality and best execution practices. Use when assessing best execution obligations under FINRA 739skills.sh installs

fund-vehiclesjoellewis/finance_skillsCompare and select investment vehicles including mutual funds, ETFs, index funds, and separately managed accounts. Use when the user asks about ETF vs mutual fu737skills.sh installs

forward-riskjoellewis/finance_skillsEstimate potential future losses using VaR, Expected Shortfall, Monte Carlo simulation, and stress testing. Use when the user asks about Value-at-Risk, CVaR, Ex733skills.sh installs

privacy-data-securityjoellewis/finance_skillsDesign and operate privacy and data security programs for SEC-registered firms under Reg S-P, Reg S-ID, and SEC cybersecurity expectations. Use when the user as731skills.sh installs

performance-reportingjoellewis/finance_skillsGenerate clear, accurate performance reports for investment portfolios with benchmarks, attribution, and risk dashboards. Use when the user asks about portfolio729skills.sh installs

equitiesjoellewis/finance_skillsAnalyze equity securities, factor models, and equity portfolio construction. Use when the user asks about stocks, equity valuation ratios, index construction me727skills.sh installs

tax-efficiencyjoellewis/finance_skillsMaximizes after-tax returns through strategic asset location, gain/loss management, and withdrawal sequencing. Use when the user asks about asset location, Roth724skills.sh installs

anti-money-launderingjoellewis/finance_skillsGuide BSA/AML compliance program design, ongoing transaction monitoring, and FinCEN reporting for broker-dealers, banks, and investment advisers. Use when the u723skills.sh installs

financial-planning-integrationjoellewis/finance_skillsIntegrate financial planning engines with the advisor technology stack — data flows between planning tools, CRM, PMS, custodians, and aggregation platforms; cap723skills.sh installs

advertising-compliancejoellewis/finance_skillsEnsure investment advertising and marketing materials comply with SEC Marketing Rule and FINRA Rule 2210. Use when the user asks about performance advertising, 722skills.sh installs

fixed-income-corporatejoellewis/finance_skillsAnalyze corporate bonds and credit instruments including investment grade and high yield debt. Use when the user asks about corporate bonds, credit spreads (OAS722skills.sh installs

portfolio-management-systemsjoellewis/finance_skillsSelect, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve management, drift monitoring, rebalancing,721skills.sh installs

real-assetsjoellewis/finance_skillsAnalyze real estate and infrastructure investments including REITs, direct property valuation, and infrastructure assets. Use when the user asks about real esta721skills.sh installs

digital-assetsjoellewis/finance_skillsAnalyze digital assets including cryptocurrency fundamentals, blockchain mechanics, DeFi protocols, and on-chain metrics. Use when the user asks about crypto in719skills.sh installs

fixed-income-sovereignjoellewis/finance_skillsAnalyze US Treasury securities and interest rate risk: bond pricing, yield curve construction, duration, convexity, TIPS, and forward/spot rate analysis. Use wh718skills.sh installs

know-your-customerjoellewis/finance_skillsGuide customer onboarding identification, due diligence, and profile maintenance under FINRA Rule 2090, the CIP rules, and the FinCEN CDD Rule. Use when the use715skills.sh installs

tax-loss-harvestingjoellewis/finance_skillsExecute a complete tax-loss harvesting workflow from candidate identification through post-harvest monitoring. Use when the user asks about finding TLH candidat715skills.sh installs

investment-suitabilityjoellewis/finance_skillsAssess investment suitability obligations under FINRA Rules 2111 and 2090 across all three suitability prongs. Use when the user asks about reasonable-basis, cu714skills.sh installs

next-best-actionjoellewis/finance_skillsDesign and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance e712skills.sh installs

qualitative-valuationjoellewis/finance_skillsAssess business quality, competitive positioning, and sustainability of value creation beyond financial models. Use when the user asks about economic moats, com709skills.sh installs

reconciliationjoellewis/finance_skillsDesign and operate reconciliation processes across portfolio management, custodian, and clearing systems. Use when building a daily position, cash, or transacti707skills.sh installs

regulatory-reportingjoellewis/finance_skillsGuide regulatory filing mechanics and deadlines for investment advisers, broker-dealers, and large traders — which forms to file, where, and by when. Use when t707skills.sh installs

exchange-connectivityjoellewis/finance_skillsGuide the design and management of trading venue connectivity and market data infrastructure. Owns the FIX session layer (logon, heartbeats, sequence number gap706skills.sh installs

operational-riskjoellewis/finance_skillsGuide identification, measurement, and management of operational risk in trading and brokerage operations. Use when designing trade error detection and correcti706skills.sh installs

settlement-clearingjoellewis/finance_skillsGuide the understanding and management of trade settlement and clearing processes. Use when designing settlement workflows for T+1 compliance, understanding DTC706skills.sh installs

performance-attributionjoellewis/finance_skillsDecompose portfolio returns into explainable components to identify where value was added or lost. Use when the user asks about Brinson attribution, allocation 705skills.sh installs

alternativesjoellewis/finance_skillsAnalyze alternative investments including hedge funds, private equity, and venture capital. Use when the user asks about hedge fund strategies (long/short, macr703skills.sh installs

margin-operationsjoellewis/finance_skillsGuide margin lending, margin requirements, and margin call operations for brokerage and advisory accounts. Use when calculating Reg T initial margin or buying p702skills.sh installs

advice-standardsjoellewis/finance_skillsDetermine when a product, platform, or communication crosses the regulatory line from education into investment advice requiring investment adviser registration701skills.sh installs

client-onboardingjoellewis/finance_skillsDesign and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signa701skills.sh installs

fixed-income-structuredjoellewis/finance_skillsAnalyze structured fixed income products including mortgage-backed securities, asset-backed securities, and CLOs. Use when the user asks about MBS, ABS, CLOs, C701skills.sh installs

counterparty-riskjoellewis/finance_skillsGuide counterparty credit risk measurement and management for OTC and securities trading, organized around three workflows: assessing a new counterparty, respon700skills.sh installs

pre-trade-compliancejoellewis/finance_skillsGuide the design and implementation of automated pre-trade compliance systems that validate orders before execution. Use when building a compliance rule engine 699skills.sh installs

order-management-advisorjoellewis/finance_skillsManage the advisor trade lifecycle from order entry through settlement, covering block trading, allocation, pre-trade compliance, custodian routing, and error c698skills.sh installs

books-and-recordsjoellewis/finance_skillsGuide the design and maintenance of recordkeeping programs under SEC Rules 17a-3, 17a-4, and 204-2. Use when the user asks about document retention schedules, h697skills.sh installs

corporate-actionsjoellewis/finance_skillsProcess and manage corporate actions from announcement through settlement. Use when handling dividends, stock splits, reverse splits, mergers, or spin-offs, man693skills.sh installs

fixed-income-municipaljoellewis/finance_skillsAnalyze municipal bonds including tax-equivalent yield calculations, GO vs revenue bond evaluation, and muni credit analysis. Use when the user asks about munic693skills.sh installs

reference-datajoellewis/finance_skillsDesign and manage reference data systems — security master, client master, account master, identifier mapping, pricing data sources, golden source designation, 692skills.sh installs

crm-client-lifecyclejoellewis/finance_skillsDesign and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention ana691skills.sh installs

post-trade-compliancejoellewis/finance_skillsGuide post-trade compliance monitoring and trade surveillance system design. Use when building alert logic to detect churning, front-running, cherry-picking, la691skills.sh installs

advisor-dashboardsjoellewis/finance_skillsDesign, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks. Use when the user asks about tracki690skills.sh installs

gips-compliancejoellewis/finance_skillsEnsure firms claiming GIPS compliance under the CFA Institute Global Investment Performance Standards satisfy requirements for composite construction, performan689skills.sh installs

integration-patternsjoellewis/finance_skillsDesign and implement integration architectures connecting financial systems — APIs, FIX protocol, ISO 20022, event-driven patterns, batch feeds, idempotency, an688skills.sh installs

account-opening-compliancejoellewis/finance_skillsEmbed compliance controls into account opening and verify regulatory readiness. Use when designing CIP/KYC identity verification gates, implementing OFAC and sa687skills.sh installs

account-maintenancejoellewis/finance_skillsProcess account maintenance requests across the account lifecycle. Use when changing a client address or contact info with identity verification, updating benef686skills.sh installs

stp-automationjoellewis/finance_skillsMeasure and raise straight-through processing (STP) rates in securities operations through zero-touch, exception-based processing. Use when measuring STP rates 686skills.sh installs

client-disclosuresjoellewis/finance_skillsGuide which client disclosure documents must exist, what each must contain, and when and how they must be delivered to clients of investment advisers and broker685skills.sh installs

client-reporting-deliveryjoellewis/finance_skillsDesign, generate, and deliver client performance reports across all channels, covering quarterly reports, tax reporting, portal integration, and compliance revi685skills.sh installs

proposal-generationjoellewis/finance_skillsGenerate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when684skills.sh installs

conflicts-of-interestjoellewis/finance_skillsIdentify, disclose, and mitigate conflicts of interest in advisory and brokerage relationships under Reg BI and fiduciary duty. Use when the user asks about com682skills.sh installs

sales-practicesjoellewis/finance_skillsIdentify and prevent sales practice violations under FINRA and SEC rules governing broker-dealer conduct. Use when the user asks about churning or excessive tra680skills.sh installs

fee-disclosurejoellewis/finance_skillsEvaluate whether the substance of fee and cost disclosures is complete, accurate, and not misleading across advisory, brokerage, fund, and retirement plan conte679skills.sh installs

workflow-automationjoellewis/finance_skillsDesign human-in-the-loop workflow orchestration for securities operations: task routing, approval chains, and SLA monitoring. Use when building multi-level appr679skills.sh installs

fiduciary-standardsjoellewis/finance_skillsApply the investment adviser fiduciary duty (IA Act Section 206), ERISA fiduciary standards, the DOL fiduciary rule and PTE 2020-02, and state fiduciary rules. 677skills.sh installs

examination-readinessjoellewis/finance_skillsPrepare for and respond to SEC and FINRA regulatory examinations across the full exam lifecycle. Use when the user asks about exam notification letters, documen675skills.sh installs

reg-bijoellewis/finance_skillsAnalyze the broker-dealer standard of conduct under SEC Regulation Best Interest's four obligations: Disclosure, Care, Conflict of Interest, and Compliance. Own675skills.sh installs

client-review-prepjoellewis/finance_skillsPrepare advisors for client review meetings by assembling context packages, performance summaries, drift analysis, talking points, and meeting agendas. Use when673skills.sh installs

fee-billingjoellewis/finance_skillsBuild and manage advisory fee billing operations from fee schedule design through calculation, collection, revenue recognition, and compliance disclosure. Use w671skills.sh installs

account-opening-workflowjoellewis/finance_skillsDesign and operate back-office account opening pipelines from application intake through custodian submission and activation. Use when building account opening 666skills.sh installs