exclusions-manager

Audit active exclusions in ethical investment research using Python and SQL.

Updated Nov 3, 2025

Search Tags:#data quality #investment research #data audit #exclusions management #ethical investments

Ready to run

npx skills add https://github.com/ethicalcapital/skills --skill exclusions-manager

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: exclusions-manager
Source: https://github.com/ethicalcapital/skills/tree/main/exclusions-manager
Command: npx skills add https://github.com/ethicalcapital/skills --skill exclusions-manager

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

The exclusions-manager Skill simplifies the process of auditing, sourcing, and reviewing exclusion data in ethical investment research.

Core Features & Use Cases

Data Quality Audit: Identify and correct rows with missing evidence or outdated sources.
Classification Review: Ensure accuracy in categorization and identify potential misclassifications.
Currency Check: Identify exclusions that may have become outdated due to company changes.
Use Case: When conducting a review of active exclusions, use the exclusions-manager Skill to ensure the exclusions are based on accurate and current information.

Quick Start

Execute the exclusions-manager skill to conduct an audit of active exclusions and review their currency status.

Frequently Asked Questions about exclusions-manager

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

FAQPage Schema

How do I audit exclusion data for ethical investment portfolios?▼

To audit exclusion data for ethical investment portfolios, execute the exclusions-manager skill to identify rows with missing evidence, outdated sources, or potential misclassifications across active exclusions.

Why does ethical investment exclusion data become outdated over time?▼

Ethical investment exclusions become outdated due to company changes such as mergers, acquisitions, or business pivots. The exclusions-manager skill conducts currency checks to identify active exclusions that may no longer apply based on current company information.

Do I need Python and SQL to manage investment exclusion data?▼

Yes, managing investment exclusion data with this skill requires Python for data manipulation and SQL for database interaction. These dependencies are necessary to audit, source, review, and maintain accuracy of exclusion records across portfolios.

What is the best way to review active exclusions for classification accuracy?▼

The best way to review active exclusions for classification accuracy is to use the exclusions-manager skill, which systematically identifies potential misclassifications and ensures categorization correctness across ethical investment portfolios.

Can I check the currency status of multiple investment portfolios at once?▼

Yes, you can check the currency status of multiple investment portfolios simultaneously. The exclusions-manager skill handles data quality and currency checks across various portfolios to identify exclusions affected by company changes.

What data quality issues should I look for in ethical investment exclusion records?▼

Data quality issues in ethical investment exclusion records include missing evidence, outdated sources, misclassifications, and expired exclusions. The exclusions-manager skill systematically audits these issues to maintain accurate investment research data.