JoelLewisCommunity·84 Agent Skills Included

finance_skills

Investment analysis, compliance guidance, and advisory workflow knowledge

Provides deep financial services knowledge across 91 skills covering portfolio math, wealth management, US securities compliance, advisory operations, trading, and market data. Runs quantitative calculations like returns, NPV, VaR, and rebalancing through included Python scripts, eliminating manual spreadsheet work. Flags regulatory risks under SEC, FINRA, and ERISA rules so advisors and firms avoid costly compliance mistakes.

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npx skills add JoelLewis/finance_skills --all -g -y

Available:

Tells the agent how the 91 skills are organized across 7 finance plugin domains and what structure, formulas, and citation rules to follow when applying or extending them.

All Skills in This Repository (84)

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JoelLewis

statistics-fundamentals

Apply statistical methods to financial data using numpy and scipy.

time-value-of-money

Calculate present value, future value, NPV, IRR, and amortization schedules.

return-calculations

Calculates investment return metrics including TWR, IRR, CAGR, and annualized returns using Python scripts.

market-data

Guide market data infrastructure design, vendor selection, and licensing.

data-quality

Design data quality management programs for financial services data.

reference-data

Design and manage reference data systems for financial services operations.

integration-patterns

Design integration architectures for financial systems using APIs, FIX, ISO 20022, and resilience patterns.

anti-money-laundering

Guide BSA/AML compliance program design and regulatory reporting for financial institutions.

advice-standards

Analyzes regulatory boundaries between investment advice and education under SEC rules.

conflicts-of-interest

Identify, disclose, and mitigate conflicts of interest under Reg BI and fiduciary duty.

sales-practices

Identify sales practice violations under FINRA and SEC broker-dealer rules.

books-and-records

Guide recordkeeping program design under SEC Rules 17a-3, 17a-4, and 204-2.

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Frequently Asked Questions

FAQPage Schema

How to install finance_skills?▼

Run `npx skills add JoelLewis/finance_skills --all -g -y` in your terminal to install all 91 finance skills globally.

What finance tasks can these skills handle?▼

They cover portfolio return and risk calculations, retirement and tax planning, SEC/FINRA compliance checks, client onboarding, fee billing, trading operations, and market data management.

Do the skills include runnable calculations?▼

Yes. Quantitative skills ship with standalone Python scripts for returns, time value of money, statistics, rebalancing, and risk metrics, each with a self-checking verify mode.

Can this help with SEC and FINRA compliance?▼

Yes. The compliance plugin distills Reg BI, fiduciary duty, AML, advertising, and recordkeeping rules with specific rule citations and scenario-based analysis.

Is finance_skills suitable for non-developers?▼

Yes. Advisors and analysts can ask plain-English questions and the agent applies the domain knowledge directly; no coding is required to use the guidance skills.