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Built for the Claude Code community with Claude Code by @mertduzgun

Independent project, not affiliated with Anthropic
  1. Skills
  2. /
  3. joellewis
  4. /
  5. finance_skills
  6. /
  7. Settlement Clearing

Settlement Clearing

Editor's Note

You'll reach for this when you're building back office systems or debugging why trades aren't settling on time. It covers the full settlement chain: T+1 compliance workflows, DTCC clearing infrastructure (DTC, NSCC, FICC), continuous net settlement netting, and institutional trade processing from affirmation through matching. The depth on settlement fails is solid, including Reg SHO Rule 204 buy-in procedures and fail reduction strategies. It also handles the messy edge cases like when-issued trades, corporate actions hitting pending settlements, and the FX funding gap that emerged when US markets moved to T+1 in May 2024. If you're working on anything touching post-trade operations or investigating why your firm's fail rate spiked, this gives you the operational context and regulatory framework you need.

Install

npx skills add https://github.com/joellewis/finance_skills --skill settlement-clearing
Votes
0
Installs224
GitHub Stars114
Categories
Finance & Trading
First SeenJun 3, 2026
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