AGENT SKILLS · ÉQUIPEMENT DE MISSION
Des Agent Skills utiles classés selon leur usage réel
Comparez les Skills vérifiés par fonction, contenu, installations et fiabilité de la source avant de les ajouter.
- PÉRIMÈTRE
- VÉRIFIÉ
- Skills
- 22 085
- dépôts
- 3369
- dernière synchronisation
- 25 oct. 2026
joellewisfinancial-planning-integration
Integrate financial planning engines with the advisor technology stack — data flows between planning tools, CRM, PMS, custodians, and aggregation platforms; capital market assumption (CMA) governance and synchronization; plan-to-IPS-to-model linkage; and governed tax reference parameters in planning tools. Use when the user asks about connecting eMoney, MoneyGuidePro, or RightCapital to CRM or portfolio systems, eliminating manual re-entry between systems, keeping plan and portfolio assumptions
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisfinancial-statements
Analyze financial statements for investment decisions: derive EBITDA and free cash flow (FCFF/FCFE) from the income statement and cash flow statement, compute ROIC, margins, and DuPont ROE decomposition, and assess quality of earnings via accruals and working capital trends. Use when the user asks about 'reading a 10-K', 'income statement vs cash flow statement', 'how to calculate free cash flow', 'FCFF vs FCFE', 'EBITDA adjustments', 'ROIC vs WACC', 'DuPont analysis', 'quality of earnings', 'ac
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisfixed-income-corporate
Analyze corporate bonds and credit instruments including investment grade and high yield debt. Use when the user asks about corporate bonds, credit spreads (OAS, Z-spread, G-spread), credit ratings, default probabilities, callable bonds, or private credit. Also trigger when users mention 'junk bonds', 'fallen angel', 'yield-to-worst', 'covenant analysis', 'CDS spreads', 'recovery rates', 'direct lending', 'mezzanine debt', 'BBB downgrade risk', or ask how to evaluate corporate credit risk.
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisforward-risk
Estimate potential future losses using VaR, Expected Shortfall, Monte Carlo simulation, and stress testing. Use when the user asks about Value-at-Risk, CVaR, Expected Shortfall, scenario analysis, stress testing, or factor-based risk decomposition. Also trigger when users mention 'how much could I lose', 'worst-case scenario', 'tail risk', 'risk budget', 'component VaR', 'marginal VaR', '99% confidence loss', 'Monte Carlo simulation', or ask how to project portfolio risk forward.
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisinsurance-planning
Integrate insurance into a financial plan: decide what risks to retain vs transfer, size life insurance with needs-based and human-life-value analysis, and evaluate disability, long-term care, annuity, and liability coverage. Use when the user asks 'how much life insurance do I need', 'term vs whole life', about 'disability insurance' (own-occupation vs any-occupation, group vs individual), 'long-term care' insurance or self-insuring LTC, 'should I buy an annuity' (SPIA, DIA, variable, indexed),
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisinvestment-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 suitability, product-specific concerns for complex products, leveraged ETFs, variable annuities, or alternatives, household-level suitability and concentration analysis, hold recommendations, or the institutional suitability exemption. Also trigger when users mention 'is this investment suitable', 'suitabi
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewismarket-data
Design and manage market data infrastructure — real-time and delayed feeds, Level 1/2/3 depth, consolidated tape vs direct feeds, vendor selection, licensing, and distribution architecture. Use when choosing between real-time and delayed data, evaluating market data vendors like Bloomberg or Refinitiv, designing ticker plants or fan-out architecture, managing exchange data licensing and entitlements, diagnosing stale quotes or missing ticks, deciding between SIP and direct exchange feeds, or ass
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisnext-best-action
Design and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance events. Use when the user asks about building event-driven advisor alerts, designing trigger logic for portfolio drift or large cash movements, prioritizing competing actions across a book of business, routing NBA recommendations to the right team member, measuring NBA acceptance rates, or automating compliance-driven actions like annual r
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisorder-lifecycle
Guide the design and implementation of order lifecycle management in trading systems. Owns FIX application-layer message flows (NewOrderSingle, ExecutionReport, cancel/replace) and order state. Use when building an order state machine for an OMS or EMS, handling cancel/replace race conditions, defining pre-submission validation rules (buying power, position limits, restricted lists), selecting order types and time-in-force instructions, designing multi-leg or OCO or bracket orders, building CAT-
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisperformance-attribution
Decompose portfolio returns into explainable components to identify where value was added or lost. Use when the user asks about Brinson attribution, allocation vs selection effects, factor-based attribution, fixed-income attribution, or currency attribution. Also trigger when users mention 'what drove my returns', 'was it stock picking or sector bets', 'alpha decomposition', 'multi-period linking', 'interaction effect', 'active return breakdown', or ask why their portfolio outperformed or underp
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewispost-trade-compliance
Guide post-trade compliance monitoring and trade surveillance system design. Use when building alert logic to detect churning, front-running, cherry-picking, layering, spoofing, wash trading, or marking the close, implementing post-trade best execution review, evaluating allocation fairness with pro-rata verification or dispersion analysis, designing exception-based monitoring workflows with escalation paths, correlating trading with MNPI events for insider trading detection, building personal t
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewispre-trade-compliance
Guide the design and implementation of automated pre-trade compliance systems that validate orders before execution. Use when building a compliance rule engine for an RIA or broker-dealer, configuring hard blocks and soft blocks, maintaining restricted and watch lists including MNPI-driven restrictions, setting concentration limits at security/sector/issuer level, implementing position limits or short selling controls, enforcing wash sale detection or free-riding prevention or pattern day trader
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisquantitative-valuation
Estimate intrinsic value of stocks and companies using DCF, dividend discount models, comparable multiples, and residual income. Use when the user asks about discounted cash flow, DCF models, WACC, terminal value, dividend discount models, comparable multiples, or sum-of-the-parts valuation. Also trigger when users mention 'what is this stock worth', 'fair value estimate', 'Gordon growth model', 'free cash flow valuation', 'cost of equity', 'sensitivity analysis', 'exit multiple', or ask whether
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisreal-assets
Analyze real estate and infrastructure investments including REITs, direct property valuation, and infrastructure assets. Use when the user asks about real estate investing, REITs, cap rates, NOI, FFO, AFFO, property valuation, or infrastructure investments. Also trigger when users mention 'rental property analysis', 'cash-on-cash return', 'gross rent multiplier', 'REIT dividends', 'real estate sectors', 'cell towers', 'toll roads', 'LTV ratio', 'DSCR', or ask whether to invest in real estate di
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisreconciliation
Design and operate reconciliation processes across portfolio management, custodian, and clearing systems. Use when building a daily position, cash, or transaction reconciliation process, investigating discrepancies between internal records and custodian records, diagnosing recurring break patterns from corporate actions or pricing differences, setting tolerance thresholds for position, cash, or market value matching, implementing three-way reconciliation, designing break investigation workflows
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisregulatory-reporting
Guide regulatory filing mechanics and deadlines for investment advisers, broker-dealers, and large traders — which forms to file, where, and by when. Use when the user asks about Form PF filing thresholds, 13F institutional holdings reports, 13H large trader filings, Form ADV amendment filing timing (including the annual updating amendment filed via IARD), FOCUS report preparation, blue sheet requests, CAT reporting infrastructure, or FINRA short interest and TRACE reporting. Also trigger when u
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisretirement-decumulation
Turn a retirement portfolio into sustainable lifetime income: sequence-of-returns risk, the 4% rule and its assumptions, Guyton-Klinger-style guardrails, RMD calculation from the Uniform Lifetime Table, Social Security claiming math (early reduction, delayed credits, breakeven age, survivor benefits), gap-year bracket-filling with Roth conversions, bucket strategies vs total-return, and SPIA annuitization as longevity insurance. Use when the user asks about a 'safe withdrawal rate', 'when should
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewisstatistics-fundamentals
Apply statistical methods to financial data including descriptive statistics, covariance estimation, regression, hypothesis testing, and resampling. Use when the user asks about return distributions, correlation between assets, building a covariance matrix, running a CAPM regression, testing whether alpha is significant, checking if returns are normal, or estimating confidence intervals. Also trigger when users mention 'volatility', 'how correlated are these', 'fat tails', 'skewness', 'R-squared
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewistax-efficiency
Maximizes after-tax returns through strategic asset location, gain/loss management, and withdrawal sequencing. Use when the user asks about asset location, Roth conversions, tax-efficient withdrawals, tax lot selection, or charitable giving with appreciated securities. Also trigger when users mention 'which account should I hold bonds in', 'tax drag', 'Roth vs Traditional', 'RMD planning', 'bracket stuffing', 'HIFO vs FIFO', or ask how to minimize taxes on investments. For tax-loss harvesting ex
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
joellewistax-loss-harvesting
Execute a complete tax-loss harvesting workflow from candidate identification through post-harvest monitoring. Use when the user asks about finding TLH candidates, gain/loss budgeting, replacement security selection, wash-sale compliance, or harvest execution planning. Also trigger when users mention 'unrealized losses in my portfolio', 'swap ETFs for tax purposes', 'harvest losses before year-end', 'substantially identical security', 'wash-sale window', 'NIIT offset', 'loss carryforward', or as
- installations
- 1
- GitHub Stars
- 215
- Mis à jour
- 18 juil.
evan715823cheatsheet-generator
Generate LaTeX exam cheatsheets from course materials (PDF/PPTX/MD/images). Use when user says "generate cheatsheet", "make a cheat sheet", "create exam reference sheet", "condense notes", or has course materials to turn into a compact LaTeX review sheet for exams.
- installations
- 1
- GitHub Stars
- 210
- Mis à jour
- 9 avr.
jahrome907minecraft-datapack
Create, edit, and debug vanilla Minecraft 26.x and 1.21.x datapacks, including functions, advancements, recipes, loot tables, predicates, tags, and pack metadata. Use when the deliverable is a datapack file tree without Java or loader APIs.
- installations
- 1
- GitHub Stars
- 181
- Mis à jour
- 11 oct.
appautomatondocx
Create, edit, review, and read Word documents (.docx), including tracked changes (redlines), comments, footnotes, tables, images, headers and page setup. Use when a task produces or modifies a .docx, reviews or redlines one, or needs its text, comments or tracked changes read.
- installations
- 1
- GitHub Stars
- 174
- Mis à jour
- 15 oct.
jwynianaming
Diagnose why names don't work and guide creation of names that do. Use for brand names, product names, character names, place names, and titles when something feels off or when systematic naming is needed.
- installations
- 1
- GitHub Stars
- 173
- Mis à jour
- 24 févr.