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Built for the Claude Code community with Claude Code by @mertduzgun

Independent project, not affiliated with Anthropic
  1. Skills
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  3. anthropics
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  5. financial-services-plugins
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  7. Nav Tieout

Nav Tieout

Editor's Note

Before you send LP statements to limited partners, run this to independently recompute each LP's capital account from the fund's NAV pack and flag anything that doesn't match. It walks the standard waterfall (contributions, distributions, allocated P&L, carry) using the NAV pack as source of truth, then compares line by line against your generated statement with a one-cent tolerance. You get pass/fail per line, side-by-side values, and specific flags like "allocated P&L differs because statement used 12.40% ownership but NAV pack shows 12.38% post-transfer." It also checks that ending balances roll forward and that all LP capitals sum to fund NAV. Catches math errors and stale ownership percentages before they go out the door.

Install

npx skills add https://github.com/anthropics/financial-services-plugins --skill nav-tieout
Votes
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Installs183
GitHub Stars29.5k
Categories
AI & Agent BuildingFinance & Trading
First SeenJun 3, 2026
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