Summary
If you're building or fixing a security master, client master, or account master system, this walks through the data models and governance patterns that financial services firms actually use. It covers identifier mapping (CUSIP, ISIN, SEDOL, FIGI), pricing data hierarchies, and the thorny bits like handling corporate actions that break your mappings. The guidance is opinionated about golden source designation and when to trust custodian data versus your own. Most useful when you're designing reference data architecture from scratch or debugging data quality issues that trace back to stale identifiers or missing cross-references. Less useful if you just need to call a vendor API.
Install to Claude Code
npx -y skills add joellewis/finance_skills --skill reference-data --agent claude-codeInstalls into .claude/skills of the current project.
Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →
Files
SKILL.md
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Featured
Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →
