joellewis / finance_skills

84 skills37.4k total installsGitHub
npx -y skills add joellewis/finance_skills --agent claude-code
statistics-fundamentals535asset-allocation534commodities513quantitative-valuation507order-lifecycle503finance-psychology496account-transfers495market-data487investment-policy483currencies-and-fx465trade-execution465debt-management464privacy-data-security464data-quality461rebalancing461financial-planning-integration460financial-planning-workflow459historical-risk458advertising-compliance457volatility-modeling457liquidity-management455portfolio-management-systems455time-value-of-money454performance-metrics453performance-reporting453diversification452emergency-fund450bet-sizing449return-calculations449anti-money-laundering447fund-vehicles447lending447know-your-customer446reconciliation446next-best-action445tax-efficiency444digital-assets443tax-loss-harvesting443fixed-income-corporate442forward-risk439investment-suitability439regulatory-reporting439settlement-clearing439client-onboarding438equities438exchange-connectivity438operational-risk437order-management-advisor436savings-goals436books-and-records435advice-standards434fixed-income-sovereign434margin-operations434pre-trade-compliance434real-assets434alternatives433corporate-actions432fixed-income-structured432performance-attribution432counterparty-risk431qualitative-valuation430account-maintenance428account-opening-compliance428gips-compliance428post-trade-compliance428reference-data427stp-automation427advisor-dashboards426fixed-income-municipal425client-reporting-delivery424client-disclosures422crm-client-lifecycle422integration-patterns422conflicts-of-interest421proposal-generation421fee-disclosure420sales-practices420workflow-automation420reg-bi418examination-readiness416fiduciary-standards416client-review-prep413fee-billing410account-opening-workflow409