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Skill Directory
AI Skill Directory
Browse curated skills with source links, package snapshots, README assets and install signals in one calm, searchable catalog.
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portfolio-management-systems
Select, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve management, drift monitoring, rebalancing, and custodian data feeds. Use when the …
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fee-disclosure
Guide fee disclosure compliance across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks about Form ADV Item 5 fee schedules, prospectus fee table format, Reg BI cost dis…
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personjakexiaoNo key required
advice-standards
Determine when a product, platform, or communication crosses the regulatory line from education into investment advice requiring registration. Use when the user asks about the definition of investment…
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sales-practices
Identify and prevent sales practice violations under FINRA and SEC rules governing broker-dealer conduct. Use when the user asks about churning or excessive trading metrics, mutual fund breakpoint dis…
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personjakexiaoNo key required
gips-compliance
Ensure investment firms satisfy CFA Institute GIPS requirements for composite construction, performance calculation, presentation, and verification. Use when the user asks about building composites, t…
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personjakexiaoNo key required
operational-risk
Guide identification, measurement, and management of operational risk in trading and brokerage operations. Use when designing trade error detection and correction procedures, investigating trade break…
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personjakexiaoNo key required
fixed-income-municipal
Analyze municipal bonds including tax-equivalent yield calculations, GO vs revenue bond evaluation, and muni credit analysis. Use when the user asks about municipal bonds, tax-exempt income, tax-equiv…
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personjakexiaoNo key required
procurement-sourcing
SAP Ariba alternative - PR, PO, RFQ, vendor management, three-way match
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personjakexiaoNo key required
fiduciary-standards
Apply fiduciary duty standards across the investment advisory landscape, including IA Act Section 206, ERISA, DOL rules, and CFA Institute standards. Use when the user asks whether a fiduciary standar…
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personjakexiaoNo key required
know-your-customer
Guide the implementation of customer identification, due diligence, and ongoing monitoring under FINRA Rule 2090, CIP, and the FinCEN CDD Rule. Use when the user asks about customer onboarding identit…
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personjakexiaoNo key required
conflicts-of-interest
Identify, disclose, and mitigate conflicts of interest in advisory and brokerage relationships under Reg BI and fiduciary duty. Use when the user asks about compensation-based conflicts, proprietary p…
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personjakexiaoNo key required
return-calculations
Compute and compare investment return metrics including TWR, MWR/IRR, CAGR, and annualized returns. Use when the user asks about portfolio performance calculation, comparing manager returns, linking s…
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personjakexiaoNo key required
margin-operations
Guide margin lending, margin requirements, and margin call operations for brokerage and advisory accounts. Use when calculating Reg T initial margin or buying power, determining maintenance margin or …
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personjakexiaoNo key required
regulatory-reporting
Guide regulatory filing obligations and deadlines for investment advisers, broker-dealers, and large traders. Use when the user asks about Form PF filing thresholds, 13F institutional holdings reports…
download8deployed_code—star12
personjakexiaoNo key required
fixed-income-structured
Analyze structured fixed income products including mortgage-backed securities, asset-backed securities, and CLOs. Use when the user asks about MBS, ABS, CLOs, CDOs, prepayment risk, tranching, or wate…
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personjakexiaoNo key required
fee-billing
Build and manage advisory fee billing operations from fee schedule design through calculation, collection, revenue recognition, and compliance disclosure. Use when the user asks about tiered or breakp…
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personjakexiaoNo key required
anti-money-laundering
Guide BSA/AML compliance program design and operation for broker-dealers, banks, and investment advisers. Use when the user asks about suspicious activity reports, currency transaction reports, OFAC s…
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personjakexiaoNo key required
examination-readiness
Prepare for and respond to SEC and FINRA regulatory examinations across the full exam lifecycle. Use when the user asks about exam notification letters, document request lists, deficiency letter respo…
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personjakexiaoNo key required
privacy-data-security
Design and operate privacy and data security programs for SEC-registered firms under Reg S-P, Reg S-ID, and SEC cybersecurity expectations. Use when the user asks about privacy notices, the Safeguards…
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personjakexiaoNo key required
investment-suitability
Assess investment suitability obligations under FINRA Rules 2111 and 2090 across all three suitability prongs. Use when the user asks about reasonable-basis, customer-specific, or quantitative suitabi…
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personjakexiaoNo key required
reg-bi
Analyze broker-dealer recommendations under SEC Regulation Best Interest's four obligations: Disclosure, Care, Conflict of Interest, and Compliance. Use when the user asks whether a recommendation sat…
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personjakexiaoNo key required
diversification
Build diversified portfolios using correlation analysis, efficient frontier construction, and factor-based diversification. Use when the user asks about portfolio variance, correlation effects, the ef…
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personjakexiaoNo key required
fixed-income-sovereign
Analyze government bonds including US Treasuries, yield curves, duration, convexity, and TIPS. Use when the user asks about Treasury bonds, sovereign debt, yield curve construction, interest rate risk…
download8deployed_code—star0