스킬 레이더 · GITHUB
실제 사용량으로 검증된 유용한 Agent Skills.
공개 저장소의 검증된 Skills를 기능, 패키지 구성, 설치 수, 출처 근거에 따라 비교할 수 있습니다.
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- 검증 완료
- Skills
- 5,771
- 저장소
- 824
- 최근 동기화
- 2026. 9. 8.
joellewisclient-reporting-delivery
Design, generate, and deliver client performance reports across all channels, covering quarterly reports, tax reporting, portal integration, and compliance review. Use when the user asks about building or redesigning report templates, choosing what to include in quarterly or annual client reports, transitioning from print to digital delivery, integrating a client portal, presenting net-of-fee performance with benchmarks, managing report production timelines, or handling e-delivery consent. Also trigger when users mention 'client reporting', 'quarterly performance report', 'report customization', 'tax lot report', '1099 supplement', 'report disclaimers', 'UHNW reporting', or 'report QA process'.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
joellewisclient-review-prep
Prepare advisors for client review meetings by assembling context packages, performance summaries, drift analysis, talking points, and meeting agendas. Use when the user asks about preparing for a client review, building a pre-meeting checklist, generating talking points for an upcoming meeting, identifying allocation drift before a review, automating review prep workflows, or assembling a meeting package with exhibits. Also trigger when users mention 'client meeting prep', 'review preparation', 'what should I discuss with my client', 'proactive recommendations', 'life event triggered review', 'meeting agenda', or 'compliance pre-check before review'.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
joellewisconflicts-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 product incentives, revenue sharing disclosure, principal trading consent, soft dollar arrangements, pay-to-play restrictions, gifts and entertainment limits, personal trading policies, or code of ethics requirements. Also trigger when users mention 'is this a conflict', 'recommending our own funds', 'higher payout on annuities', 'outside business activity conflicts', 'allocation fairness across accounts', 'political contribution to a pension board member', or ask how to disclose or eliminate a conflict.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
joellewiscounterparty-risk
Guide counterparty credit risk measurement and management for OTC and securities trading, organized around three workflows: assessing a new counterparty, responding to a credit-deterioration event, and executing a default close-out. Use when measuring current or potential future exposure to a counterparty, setting or reviewing counterparty credit limits, evaluating ISDA Master Agreement netting and close-out mechanics, designing CSA collateral terms or uncleared margin compliance (VM/IM, SIMM), assessing central clearing mandates under Dodd-Frank or EMIR and CCP default waterfalls, monitoring creditworthiness via CDS spreads or ratings, quantifying wrong-way risk, or computing EAD, SA-CCR, and CVA. For Reg T and FINRA Rule 4210 brokerage margin see margin-operations; for settlement risk, DVP, and CLS see settlement-clearing.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
joellewiscurrencies-and-fx
Analyze currency markets, exchange rate mechanics, and FX risk management for international portfolios. Use when the user asks about exchange rates, FX hedging, interest rate parity, carry trades, forward premiums, cross rates, or currency overlay programs. Also trigger when users mention 'strong dollar', 'weak euro', 'hedging foreign stocks', 'purchasing power parity', 'currency risk in my portfolio', 'EUR/USD', 'yen carry trade', or ask whether to hedge international investments.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
joellewisequities
Analyze equity securities, factor models, and equity portfolio construction. Use when the user asks about stocks, equity valuation ratios, index construction methods, or style analysis. Also trigger when users mention 'P/E ratio', 'growth vs value', 'market cap weighting', 'sector allocation', 'GICS classification', 'earnings per share', 'Fama-French factors', 'CAPM', 'dividend yield', 'PEG ratio', 'EV/EBITDA', or ask which factors explain equity returns.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
joellewisequity-compensation
Guides equity compensation planning for wealth management clients: RSU vesting and the supplemental-withholding gap, NSO and ISO exercise taxation, AMT on ISO spreads and the AMT credit, qualifying vs disqualifying dispositions, 83(b) elections for restricted stock, qualified Section 423 ESPPs, and managing concentrated employer stock (staged diversification, exchange funds, protective collars, charitable strategies, Rule 10b5-1 trading plans, Section 16 insider constraints). Use when the user asks about stock options, RSUs, ESPP purchases, or trading windows — e.g. 'my RSUs vested', 'should I exercise my ISOs', 'will I get an AMT hit', 'file an 83(b) election', 'disqualifying disposition', 'set up a 10b5-1 plan', 'I have too much company stock', or questions about selling employer shares as an executive or insider.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
joellewisexamination-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 responses, mock examination programs, annual compliance reviews under Rule 206(4)-7, or SEC/FINRA examination priorities. Also trigger when users mention 'we just got an exam letter', 'preparing for our first SEC exam', 'how to respond to a deficiency finding', 'staff interview preparation', 'what does OCIE look for', 'examination readiness checklist', 'sweep exam on off-channel comms', or ask what to expect during a regulatory audit.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
joellewisfee-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 breakpoint fee schedules, billing cycle configuration, AUM valuation for billing, direct-debit vs invoice collection, GAAP revenue recognition for fees, ADV Part 2A or Reg BI fee disclosure, diagnosing billing exceptions or refunds, migrating from spreadsheet billing to automated systems, or forecasting advisory revenue. Also trigger when users mention 'fee calculation', 'billing engine', 'effective fee rate', 'household billing aggregation', 'mid-period adjustment', 'billing in advance vs arrears', 'fee compression', or 'ERISA 408(b)(2)'.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
joellewisfee-disclosure
Evaluate whether the substance of fee and cost disclosures is complete, accurate, and not misleading across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks whether Form ADV Item 5 fee content is adequate, prospectus fee table format, Reg BI cost disclosure content, 12b-1 fee transparency, revenue sharing arrangements, wrap fee program cost-effectiveness, or ERISA 408(b)(2)/404a-5 fee disclosure content. Also trigger when users mention 'hidden fees', 'total cost to the client', 'are we disclosing all layers of fees', 'expense ratio comparison', 'fee billing in advance vs arrears', 'share class selection', or 'indirect compensation'. (For which disclosure documents must exist and when they are delivered, use client-disclosures.)
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
joellewisfinance-psychology
Recognize and mitigate cognitive biases that impair financial decisions, and coach clients toward values-driven financial lives. Use when the user asks about behavioral finance, money psychology, loss aversion, overconfidence, herd behavior, or emotional investing. Also trigger when users mention 'why do I panic sell', 'money fights with my spouse', 'I can never save enough', 'fear of investing', 'lifestyle creep', 'keeping up with the Joneses', 'Rich Life', 'money scripts', or ask how emotions affect financial decisions.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
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 consistent, mapping plan outputs (required return, risk capacity, withdrawal schedule) into the IPS and model assignment, or establishing plan update cadence and data-freshness rules. Also trigger on 'plan-to-IPS linkage', 'assumption synchronization', 'CMA governance', or 'planning tool integration'. For planning methodology itself — Monte Carlo modeling, Roth conversion strategy, Social Security claiming, retirement projections — use financial-planning-workflow instead.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
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', 'accruals ratio', 'cash conversion cycle', 'revenue recognition red flags', 'deferred taxes', or 'cost basis and embedded capital gains'. Also trigger for fundamental analysis questions like whether reported earnings are backed by cash, whether a company creates value above its cost of capital, or the tax consequences of selling an appreciated position.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
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.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
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.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
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), or an 'umbrella policy' for liability protection. Also trigger on 'DIME method', 'life insurance calculator', 'whole life vs invest the difference', 'elimination period', 'benefit period', 'hybrid LTC policy', '1035 exchange', 'beneficiary review', or questions about insurance riders, surrender charges, or whether an advisor can recommend insurance products.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
joellewisintegration-patterns
Design and implement integration architectures connecting financial systems — APIs, FIX protocol, ISO 20022, event-driven patterns, batch feeds, idempotency, and resilience. Use when building custodian integration pipelines, implementing FIX connectivity for order routing, designing ISO 20022 or SWIFT migration messaging, building batch file processing for custodian feeds or EOD reconciliation, implementing idempotency for transaction APIs, designing retry or circuit breaker patterns, mapping data between systems with different schemas, or troubleshooting integration failures causing recon breaks. Trigger on: FIX protocol, ISO 20022, custodian feed, batch processing, API design, idempotency, circuit breaker, dead letter queue, data mapping, integration architecture, SWIFT migration, mTLS, file feed, event-driven, message broker.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
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', 'suitability questionnaire design', 'complex product due diligence', 'concentrated position in a client account', 'customer refused to provide their risk tolerance', or ask whether a recommendation fits a customer's profile. (For churning, turnover-ratio, and excessive-trading enforcement triggers, use sales-practices.)
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
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 assessing Level 2/3 depth-of-book requirements for trading. Trigger on: market data, Level 1/2/3, depth of book, consolidated tape, SIP, direct feed, NBBO, ticker plant, B-PIPE, data license, non-display use, market data entitlements, conflation, tick data, real-time feed.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
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 review reminders. Also trigger when users mention 'next best action', 'advisor nudges', 'proactive outreach', 'what should I do for this client', 'event-driven triggers', 'action queue', 'client contact gap', 'RMD reminder', or 'advisor productivity tool'.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
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-compliant audit trails, troubleshooting order rejections or unexpected state transitions, hardening an OMS against edge cases, or implementing order persistence and recovery for failover. Also covers execution-report handling, ClOrdID chaining, and partial fill aggregation. For FIX session management (logon, sequence gaps, disconnects) see exchange-connectivity.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
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 underperformed the benchmark.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
joellewisperformance-metrics
Evaluate investment performance on a risk-adjusted basis using industry-standard ratios and capture analysis. Use when the user asks about Sharpe ratio, Sortino ratio, Information Ratio, Treynor ratio, Calmar ratio, Omega ratio, or upside/downside capture. Also trigger when users mention 'risk-adjusted returns', 'return per unit of risk', 'M-squared', 'is this fund worth the volatility', 'how to compare two managers', 'capture ratio', or ask which investment performed better after accounting for risk.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일
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 trading surveillance for preclearance and blackout enforcement, determining SAR or blue sheet or CAT reporting triggers, or tuning surveillance thresholds to reduce false positives. Also covers turnover ratios, cost-to-equity ratios, and investigation case management.
- 설치 수
- 1
- GitHub Stars
- 179
- 업데이트
- 7월 18일