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joellewis avatar

Advertising Compliance

joellewis/finance_skills
457 installs164 stars
Summary

If you're drafting pitchbooks, reviewing social media posts, or dealing with performance track records in investment marketing, this walks you through SEC Marketing Rule and FINRA 2210 compliance. It covers the seven general prohibitions, net performance requirements, the standardized time period rules (1/5/10 year), and when you can show hypothetical or extracted performance. Also handles the tricky stuff like predecessor performance portability, testimonial disclosures, and cherry-picking violations. The source material is dense with specifics on what triggers SEC enforcement, so it's genuinely useful if you're building compliance workflows or responding to examination findings. Beats hunting through adoption releases.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill advertising-compliance --agent claude-code

Installs into .claude/skills of the current project.

CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
MCP-ready Email SendingMCP-ready Email Sending
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Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
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Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
inference shell
inference shell
create and run specialised agents in minutes
build now →
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
MCP-ready Email SendingMCP-ready Email Sending
MCP-ready Email Sending
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
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belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
inference shell
inference shell
create and run specialised agents in minutes
build now →
Files
SKILL.md

Select a file.

Featured
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
MCP-ready Email SendingMCP-ready Email Sending
MCP-ready Email Sending
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
inference shell
inference shell
create and run specialised agents in minutes
build now →
Categories
Git & Pull RequestsCode Review & QualityDebuggingMarketing & SEOOffice & DocumentsFinance & Trading
First SeenJun 3, 2026
View on GitHub

More from joellewis/finance_skills

All 84 skills →
  • Volatility Modeling457
  • Liquidity Management455
  • Portfolio Management Systems455
  • Time Value Of Money454
  • Performance Metrics453
  • Performance Reporting453
  • Diversification452
  • Emergency Fund450
  • Bet Sizing449
  • Return Calculations449
  • Anti Money Laundering447
  • Fund Vehicles447
  • Lending447
  • Know Your Customer446
  • Reconciliation446
  • Next Best Action445
  • Tax Efficiency444
  • Digital Assets443
  • Tax Loss Harvesting443
  • Fixed Income Corporate442
  • Forward Risk439
  • Investment Suitability439
  • Regulatory Reporting439
  • Settlement Clearing439

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