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joellewis/finance_skills
84 skills
·
19.1k total installs
·
GitHub
npx -y skills add joellewis/finance_skills --agent claude-code
commodities
286
statistics-fundamentals
285
asset-allocation
275
account-transfers
271
quantitative-valuation
264
trade-execution
251
privacy-data-security
248
finance-psychology
247
investment-policy
244
currencies-and-fx
243
market-data
243
debt-management
239
financial-planning-integration
239
volatility-modeling
239
advertising-compliance
237
data-quality
235
next-best-action
235
regulatory-reporting
235
digital-assets
233
anti-money-laundering
232
portfolio-management-systems
232
know-your-customer
231
performance-metrics
231
financial-planning-workflow
230
liquidity-management
230
performance-reporting
228
savings-goals
228
equities
227
fund-vehicles
227
return-calculations
227
exchange-connectivity
226
historical-risk
226
lending
226
rebalancing
226
corporate-actions
225
emergency-fund
225
post-trade-compliance
225
reconciliation
225
forward-risk
224
investment-suitability
224
operational-risk
224
order-lifecycle
224
performance-attribution
224
qualitative-valuation
224
settlement-clearing
224
stp-automation
223
tax-loss-harvesting
223
time-value-of-money
223
diversification
222
pre-trade-compliance
222
tax-efficiency
222
alternatives
221
bet-sizing
221
books-and-records
221
counterparty-risk
221
fixed-income-corporate
221
client-disclosures
219
margin-operations
219
real-assets
219
reference-data
219
workflow-automation
219
client-onboarding
218
gips-compliance
218
advice-standards
217
conflicts-of-interest
217
fixed-income-structured
217
integration-patterns
217
order-management-advisor
217
sales-practices
217
account-opening-compliance
216
client-reporting-delivery
215
crm-client-lifecycle
215
fixed-income-sovereign
215
fiduciary-standards
214
fixed-income-municipal
214
reg-bi
214
advisor-dashboards
212
client-review-prep
212
fee-disclosure
212
proposal-generation
212
account-maintenance
211
account-opening-workflow
211
examination-readiness
211
fee-billing
209