If you're building or fixing position, cash, or transaction reconciliation workflows for an RIA or broker-dealer, this walks you through the full stack: daily position matching across PMS and custodian, three-way reconciliation when you've got advisor system plus custodian plus clearing firm, break investigation patterns, tolerance thresholds, and cost basis reconciliation at the tax lot level. It covers the messy stuff like corporate action breaks, multi-custodian data normalization (Schwab, Fidelity, Pershing feeds), and accrued income discrepancies from day-count conventions. Useful if you're diagnosing recurring breaks, designing escalation workflows, evaluating platforms like Arcesium or Duco, or prepping for a regulatory exam on books and records accuracy.
npx skills add https://github.com/joellewis/finance_skills --skill reconciliation