corporate-actions

Automate corporate action lifecycle processing from announcement to settlement.

164|33|Updated Feb 15, 2026
One-click install
npx skills add https://github.com/JoelLewis/finance_skills --skill corporate-actions
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: corporate-actions
Source: https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/corporate-actions
Command: npx skills add https://github.com/JoelLewis/finance_skills --skill corporate-actions

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the complex and time-sensitive process of managing corporate actions, ensuring accuracy in financial operations and minimizing operational risk.

Core Features & Use Cases

  • Process Mandatory & Voluntary Actions: Handles dividends, stock splits, mergers, tender offers, and more.
  • Lifecycle Management: Guides from announcement and data scrubbing through settlement and reconciliation.
  • Use Case: Automatically adjust cost basis and reconcile entitlements after a complex merger event involving cash and stock consideration.

Quick Start

Use the corporate-actions skill to process the dividend announcement for AAPL.

Frequently Asked Questions about corporate-actions

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate processing of corporate actions like dividends and tender offers?

Automating corporate actions involves managing the full lifecycle from announcement to settlement. This Skill handles mandatory and voluntary events like dividends, stock splits, mergers, tender offers, and rights offerings to ensure accurate entitlement calculations and reconciliation.

What is the best way to manage cost basis adjustments after a complex merger?

Managing cost basis adjustments after a complex merger requires handling both cash and stock considerations. This Skill automates the calculation of adjusted cost bases and reconciles entitlements to ensure accurate financial records following the event.

How do I handle entitlement calculations for voluntary corporate actions?

Handling entitlement calculations for voluntary corporate actions requires managing events like tender offers and rights offerings. The Skill automates these calculations across the event lifecycle, ensuring accurate data scrubbing and settlement processing.

Does this corporate actions tool manage the full lifecycle from announcement to settlement?

Yes, this corporate actions tool manages the complete lifecycle from initial announcement and data scrubbing through to final settlement and reconciliation. It addresses operational risks through deadline management and error correction procedures.

Why do I need deadline management for stock splits and rights offerings?

Deadline management for stock splits and rights offerings is necessary to address operational risks and ensure timely error correction. The Skill enforces deadline tracking throughout the corporate actions lifecycle to prevent settlement failures.

Can I use this to process a specific dividend announcement like AAPL?

Yes, you can process a specific dividend announcement like AAPL using this Skill. It automates the workflow from announcement data scrubbing to final settlement, ensuring accurate entitlement calculations and reconciliation for the specified event.