This one helps Claude guide RIAs through the operational heart of their practice: choosing, configuring, and running portfolio management systems like Orion, Black Diamond, Tamarac, or Addepar. It covers the full workflow from building model portfolios and setting drift thresholds to troubleshooting custodian feed breaks and configuring billing runs. The detail on reconciliation (positions, transactions, cash) and sleeve-based UMA architecture is solid, making it useful for operations teams wrestling with daily breaks or firms implementing unified managed accounts. If you're advising on PMS migration decisions or debugging why the rebalancing engine keeps proposing wash sales, this gives Claude the vocabulary and framework to actually help rather than just acknowledge the question exists.
npx skills add https://github.com/joellewis/finance_skills --skill portfolio-management-systems