fintek-domain

Reference fintek portfolio-math invariants for cash-as-holding, CFD P&L, and FX settlement.

Updated Apr 28, 2026
One-click install
npx skills add https://github.com/PBLIZZ/fintek --skill fintek-domain
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: fintek-domain
Source: https://github.com/PBLIZZ/fintek/tree/main/.claude/skills/fintek-domain
Command: npx skills add https://github.com/PBLIZZ/fintek --skill fintek-domain

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill simplifies the management of complex portfolio-math invariants, providing a single reference for all relevant information before touching critical codebases.

Core Features & Use Cases

  • Portfolio Math Invariants: Centralizes access to cash-as-holding model, CFD direction/leverage P&L, FX settlement-vs-quote bucketing, and more.
  • Pre-Code Activation: Must be invoked as /fintek-domain before working on codebases like holdings.ts, transactions.ts, taxLocks.ts, etc.
  • Use Case: Before modifying portfolio math-related code, use this Skill to ensure compliance and accuracy.

Quick Start

Invoke the fintek-domain Skill by typing /fintek-domain in your session to access the reference.

Frequently Asked Questions about fintek-domain

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

FAQPage Schema
What are portfolio math invariants and why do I need them before coding?

Portfolio math invariants are fixed calculation rules for financial compliance, like the cash-as-holding model and CFD P&L. You need them before coding to ensure math correctness and avoid tax-filing errors in critical financial application codebases.

How do I ensure financial compliance when modifying holdings and transactions code?

Invoke the fintek-domain reference before modifying codebases like holdings.ts, transactions.ts, or taxLocks.ts. This pre-code activation provides a single reference for portfolio-math invariants, ensuring your changes maintain math correctness and tax-filing compliance.

How does the cash-as-holding model work for FX settlement and CFD P&L?

The cash-as-holding model treats cash as a portfolio position, applying specific invariants for CFD direction and leverage P&L, alongside FX settlement-vs-quote bucketing. This centralized reference ensures accurate financial calculations before you implement them.

Do I need any specific dependencies to use the fintek-domain reference?

No, you do not need any specific dependencies to use the fintek-domain reference. It operates as a standalone reference with no dependencies, providing immediate access to portfolio-math invariants and financial compliance rules for your codebase.

When should I review financial compliance invariants for tax filing?

You should review financial compliance invariants before touching any portfolio math-related code, especially files like taxLocks.ts. Pre-code activation ensures your modifications align with required tax-filing standards and mathematical correctness.