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joellewis avatar

Gips Compliance

joellewis/finance_skills
428 installs164 stars
Summary

If you're working with investment firms that claim GIPS compliance or want to, this walks you through the CFA Institute standards for composite construction, performance calculation, and presentation. It covers the 2020 edition requirements, including how to handle terminated portfolios, time-weighted return calculations, and when non-discretionary accounts must be excluded. Useful when you're building composites, preparing client presentations, or figuring out whether a firm's track record actually meets GIPS standards. The all-or-nothing nature of GIPS compliance means you can't cherry-pick which strategies to include, so this helps navigate those constraints and error correction policies.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill gips-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 →
AppSignal
AppSignal
Monitor with ease. Code with confidence.
Start Free Trial →
Make money from your Skills
Make money from your Skills
On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →
Put your SEO on autopilot
Put your SEO on autopilot
An agent that runs the SEO playbooks that move rankings and ships PRs you control.
Get founding access →
Vibe Prospecting MCPVibe Prospecting MCP
Vibe Prospecting MCP
Connect Claude to +800M contacts, +150M companies. Find & Enrich leads in chat.
Try For Free →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
AppSignal
AppSignal
Monitor with ease. Code with confidence.
Start Free Trial →
Make money from your Skills
Make money from your Skills
On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →
Put your SEO on autopilot
Put your SEO on autopilot
An agent that runs the SEO playbooks that move rankings and ships PRs you control.
Get founding access →
Vibe Prospecting MCPVibe Prospecting MCP
Vibe Prospecting MCP
Connect Claude to +800M contacts, +150M companies. Find & Enrich leads in chat.
Try For Free →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Files
SKILL.md

Select a file.

Featured
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
AppSignal
AppSignal
Monitor with ease. Code with confidence.
Start Free Trial →
Make money from your Skills
Make money from your Skills
On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →
Put your SEO on autopilot
Put your SEO on autopilot
An agent that runs the SEO playbooks that move rankings and ships PRs you control.
Get founding access →
Vibe Prospecting MCPVibe Prospecting MCP
Vibe Prospecting MCP
Connect Claude to +800M contacts, +150M companies. Find & Enrich leads in chat.
Try For Free →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Categories
DebuggingMarketing & SEOOffice & DocumentsFinance & Trading
First SeenJun 3, 2026
View on GitHub

More from joellewis/finance_skills

All 84 skills →
  • Post Trade Compliance428
  • Reference Data427
  • Stp Automation427
  • Advisor Dashboards426
  • Fixed Income Municipal425
  • Client Reporting Delivery424
  • Client Disclosures422
  • Crm Client Lifecycle422
  • Integration Patterns422
  • Conflicts Of Interest421
  • Proposal Generation421
  • Fee Disclosure420
  • Sales Practices420
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  • Reg Bi418
  • Examination Readiness416
  • Fiduciary Standards416
  • Client Review Prep413
  • Fee Billing410
  • Account Opening Workflow409
  • Statistics Fundamentals535
  • Asset Allocation534
  • Commodities513
  • Quantitative Valuation507

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joellewis avatar
integration-patterns

joellewis/finance_skills

Design and implement integration architectures connecting financial systems — APIs, FIX protocol, ISO 20022, event-driven patterns, batch feeds, idempotency, and resilience. Use when building custodian integration pipelines, implementing FIX connectivity for order routing, designing ISO 20022 or SWIFT migration messaging, building batch file processing for custodian feeds or EOD reconciliation, implementing idempotency for transaction APIs, designing retry or circuit breaker patterns, mapping data between systems with different schemas, or troubleshooting integration failures causing recon breaks. Trigger on: FIX protocol, ISO 20022, custodian feed, batch processing, API design, idempotency, circuit breaker, dead letter queue, data mapping, integration architecture, SWIFT migration, mTLS, file feed, event-driven, message broker.
422
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mcollina avatar
node-best-practices

mcollina/skills

Provides domain-specific best practices for Node.js development with TypeScript, covering type stripping, async patterns, error handling, streams, modules, testing, performance, caching, logging, and more. Use when setting up Node.js projects with native TypeScript support, configuring type stripping (--experimental-strip-types), writing Node 22+ TypeScript without a build step, or when the user mentions 'native TypeScript in Node', 'strip types', 'Node 22 TypeScript', '.ts files without compilation', 'ts-node alternative', or needs guidance on error handling, graceful shutdown, flaky tests, profiling, or environment configuration in Node.js. Helps configure tsconfig.json for type stripping, set up package.json scripts, handle module resolution and import extensions, and apply robust patterns across the full Node.js stack.
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pedronauck avatar
no-workarounds

pedronauck/skills

Fix problems at their root cause instead of patching symptoms. Use when debugging, fixing bugs, resolving test failures, planning a solution, or reviewing a change — especially where a fix would silence a signal (type assertion, lint suppression, swallowed error, timing hack, monkey patch) rather than repair its source. Not for formatting- or docs-only edits.
422
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josiahsiegel avatar
bash-master

josiahsiegel/claude-plugin-marketplace

Expert bash/shell scripting across environments where Bash is available (Linux, macOS, Git Bash on Windows, WSL, containers). This is a Bash-focused skill - it does not provide PowerShell parity; on Windows the target is the Bash interpreter (Git Bash / WSL), not native PowerShell. PROACTIVELY activate for: (1) ANY bash/shell script task, (2) System automation, (3) DevOps/CI/CD scripts, (4) Build/deployment automation, (5) Script review/debugging, (6) Converting commands to scripts. Provides: Google Shell Style Guide compliance, ShellCheck validation, Bash portability across Linux/macOS/WSL/Git Bash/containers, POSIX compliance, security hardening, error handling, performance optimization, testing with BATS, and production-ready patterns. Ensures professional-grade, secure, portable Bash scripts every time.
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jwynia avatar
flash-fiction

jwynia/agent-skills

Diagnose and fix problems in flash fiction and micro fiction. Use when flash fiction feels weak, when writing stories under 1500 words, when working with micro fiction, sudden fiction, or compressed narrative forms.
416
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getsentry avatar
sentry-react-sdk

getsentry/sentry-agent-skills

Full Sentry SDK setup for React. Use when asked to "add Sentry to React", "install @sentry/react", or configure error monitoring, tracing, session replay, profiling, or logging for React applications. Supports React 16+, React Router v5-v7, TanStack Router, Redux, Vite, and webpack.
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