phoenix-xirr-fees-validator

Validate XIRR and fee calculations against Excel parity and truth cases.

Updated Jul 21, 2025
One-click install
npx skills add https://github.com/nikhillinit/Updog_restore --skill phoenix-xirr-fees-validator
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: phoenix-xirr-fees-validator
Source: https://github.com/nikhillinit/Updog_restore/tree/main/.claude/skills/phoenix-xirr-fees-validator
Command: npx skills add https://github.com/nikhillinit/Updog_restore --skill phoenix-xirr-fees-validator

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill validates XIRR and fee calculations, ensuring they align with truth cases and, where feasible, Excel's XIRR behavior.

Core Features & Use Cases

  • XIRR validation: Cross-check irregular cash flows against Excel parity.
  • Fees validation: Confirm management fee calculations match the configured basis and timing.
  • Truth-case maintenance: Update and validate truth-case JSONs used for parity checks.

Quick Start

Validate XIRR and fees for a scenario by running the skill against server/analytics/xirr.ts and server/analytics/fees.ts, then compare results with truth cases.

Frequently Asked Questions about phoenix-xirr-fees-validator

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

FAQPage Schema
How do I validate XIRR calculations against Excel parity?

XIRR validation cross-checks irregular cash flows and date alignment against Excel's XIRR behavior. Run the Skill against your server/analytics/xirr.ts implementation, then compare results with truth-case JSON documents to confirm sign conventions and cash-flow handling match expected behavior.

How do I verify management fee calculations are correct?

Fee validation confirms management fee calculations match the configured basis—committed or called capital—and respect the fee schedule timing. The Skill validates fees.ts against truth cases to ensure calculations follow the proper base and timing rules.

What should I check when debugging XIRR and fees in production code?

When refactoring server/analytics/xirr.ts or fees.ts, use truth-case coverage and cross-checks against Excel parity to catch regressions. The Skill enforces irregular cash-flow XIRR handling with correct date alignment and validates fee timing against the fee schedule baseline.

Can I use this Skill to maintain truth-case JSON documents?

Yes. The Skill updates and validates truth-case JSONs used for parity checks. It ensures your test cases remain accurate when code changes and provides a structured way to document expected XIRR and fee outputs.

Do I need to understand Excel's XIRR function to use this Skill?

Familiarity with Excel XIRR helps, but the Skill is designed to enforce parity automatically. It handles irregular cash flows, date alignment, and sign conventions so your implementation matches Excel's behavior without manual verification.

What happens if XIRR or fees don't match the truth cases?

The Skill reports mismatches between your calculations and truth cases, surfacing discrepancies in sign conventions, cash-flow timing, or fee basis application. This helps isolate whether the issue is in logic, data handling, or schedule configuration.