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joellewis avatar

Equities

joellewis/finance_skills
438 installs164 stars
Summary

This is your go-to for equity analysis questions, from CAPM and Fama-French factor models to valuation ratios like P/E, PEG, and EV/EBITDA. It covers index construction methods (cap-weighted vs equal-weighted vs fundamental), style box classification, GICS sector frameworks, and earnings mechanics. The worked examples walk through CAPM expected return calculations and style analysis via regression on Russell value and growth indices. Honestly, it's comprehensive enough that you could use it as a quick reference guide for CFA-style equity topics. The cross-references to historical risk and portfolio construction make sense since equities rarely exist in isolation.

Install to Claude Code

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

Installs into .claude/skills of the current project.

CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
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inference shell
inference shell
create and run specialised agents in minutes
build now →
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 →
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
inference shell
inference shell
create and run specialised agents in minutes
build now →
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 →
Files
SKILL.md

Select a file.

Featured
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
inference shell
inference shell
create and run specialised agents in minutes
build now →
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
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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 →
Categories
Code Review & QualityMarketing & SEOFinance & Trading
First SeenJun 3, 2026
View on GitHub

More from joellewis/finance_skills

All 84 skills →
  • Exchange Connectivity438
  • Operational Risk437
  • Order Management Advisor436
  • Savings Goals436
  • Books And Records435
  • Advice Standards434
  • Fixed Income Sovereign434
  • Margin Operations434
  • Pre Trade Compliance434
  • Real Assets434
  • Alternatives433
  • Corporate Actions432
  • Fixed Income Structured432
  • Performance Attribution432
  • Counterparty Risk431
  • Qualitative Valuation430
  • Account Maintenance428
  • Account Opening Compliance428
  • Gips Compliance428
  • Post Trade Compliance428
  • Reference Data427
  • Stp Automation427
  • Advisor Dashboards426
  • Fixed Income Municipal425

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joellewis avatar
exchange-connectivity

joellewis/finance_skills

Guide the design and management of trading venue connectivity and market data infrastructure. Owns the FIX session layer (logon, heartbeats, sequence number gaps, resend and gap recovery, disconnects). Use when building or troubleshooting FIX sessions for order routing or drop copy, integrating exchange protocols like OUCH, ITCH, PITCH, or Pillar, designing market data feed architecture (consolidated SIP vs direct feeds), handling trading halts or circuit breakers or LULD bands, planning co-location or failover and disaster recovery for exchange connectivity, implementing Rule 15c3-5 market access controls, or mapping symbology across venues and data sources. For order state machines and execution-report handling see order-lifecycle.
438
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creative-director

dylantarre/animation-principles

Use when overseeing animation vision, setting creative direction for motion, or guiding teams on animation quality and consistency.
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paper-figure

wanshuiyin/auto-claude-code-research-in-sleep

Generate publication-quality figures and tables from experiment results. Use when user says "画图", "作图", "generate figures", "paper figures", or needs plots for a paper.
437
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mohitmishra786 avatar
assembly-x86

mohitmishra786/low-level-dev-skills

x86-64 assembly skill for reading, writing, and debugging assembly code. Use when reading GCC/Clang assembly output, writing inline asm in C/C++, understanding the System V AMD64 ABI calling convention, or debugging register and stack state. Activates on queries about x86-64 assembly, AT&T vs Intel syntax, inline asm, calling conventions, SIMD intrinsics, or reading disassembly output from objdump or GDB.
435
158
joellewis avatar
pre-trade-compliance

joellewis/finance_skills

Guide the design and implementation of automated pre-trade compliance systems that validate orders before execution. Use when building a compliance rule engine for an RIA or broker-dealer, configuring hard blocks and soft blocks, maintaining restricted and watch lists including MNPI-driven restrictions, setting concentration limits at security/sector/issuer level, implementing position limits or short selling controls, enforcing wash sale detection or free-riding prevention or pattern day trader identification, applying client-specific ESG screens or legal constraints, designing compliance override workflows with authorization and documentation, backtesting compliance rules, or evaluating compliance check latency impact on execution quality.
434
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akin-ozer avatar
promql-validator

akin-ozer/cc-devops-skills

Validate, lint, audit, or fix PromQL queries and alerting rules; detects anti-patterns.
432
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