Agent Skills by joellewis
Showing 125 vetted skills indexed across 2 GitHub repositories.
JoelLewisstatistics-fundamentals
Apply statistical methods to financial data using numpy and scipy.
JoelLewistime-value-of-money
Calculate present value, future value, NPV, IRR, and amortization schedules.
JoelLewisreturn-calculations
Calculates investment return metrics including TWR, IRR, CAGR, and annualized returns using Python scripts.
JoelLewismarket-data
Guide market data infrastructure design, vendor selection, and licensing.
JoelLewisdata-quality
Design data quality management programs for financial services data.
JoelLewisreference-data
Design and manage reference data systems for financial services operations.
JoelLewisintegration-patterns
Design integration architectures for financial systems using APIs, FIX, ISO 20022, and resilience patterns.
JoelLewisanti-money-laundering
Guide BSA/AML compliance program design and regulatory reporting for financial institutions.
JoelLewisadvice-standards
Analyzes regulatory boundaries between investment advice and education under SEC rules.
JoelLewisconflicts-of-interest
Identify, disclose, and mitigate conflicts of interest under Reg BI and fiduciary duty.
JoelLewissales-practices
Identify sales practice violations under FINRA and SEC broker-dealer rules.
JoelLewisbooks-and-records
Guide recordkeeping program design under SEC Rules 17a-3, 17a-4, and 204-2.
JoelLewisinvestment-suitability
Assess investment recommendations against FINRA Rules 2111 and 2090 suitability obligations.
JoelLewisregulatory-reporting
Guide regulatory filing obligations and deadlines for investment advisers.
JoelLewisreg-bi
Analyze broker-dealer recommendations against SEC Regulation Best Interest obligations.
JoelLewisadvertising-compliance
Review investment advertising materials for SEC Marketing Rule and FINRA Rule 2210 compliance.
JoelLewisfiduciary-standards
Apply fiduciary duty standards across ERISA, DOL, and IA regulations.
JoelLewisprivacy-data-security
Design privacy and data security programs for SEC-registered financial firms.
JoelLewisgips-compliance
Guide investment firms through GIPS compliance, composite construction, and performance calculations.
JoelLewisfee-disclosure
Explain fee disclosure requirements across advisory, brokerage, fund, and retirement contexts.
JoelLewisknow-your-customer
Guide customer identification, due diligence, and monitoring under FINRA and FinCEN rules.
JoelLewisexamination-readiness
Guide SEC and FINRA examination preparation, document production, and deficiency responses.
JoelLewisclient-disclosures
Guide creation and delivery of client disclosure documents for investment advisers.
JoelLewisportfolio-management-systems
Select, configure, and operate portfolio management systems for advisory firms.