DevOps & Cloud
4,382 results
- Account Opening CompliancejoellewisEmbed compliance controls into account opening and verify regulatory readiness. Use when designing CIP/KYC identity verification gates, implementing OFAC and sanctions screening at onboarding, collecting beneficial ownership certification for entity or trust accounts, building risk-based approval tiers that route applications by risk level, defining compliance screening requirements and…
- Advice StandardsjoellewisDetermine when a product, platform, or communication crosses the regulatory line from education into investment advice requiring investment adviser registration. Use when the user asks about the definition of investment advice under Advisers Act Section 202(a)(11), whether a fintech feature or AI chatbot constitutes advice, the publisher's exclusion for newsletters or model portfolios, the…
- Advisor DashboardsjoellewisDesign, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks. Use when the user asks about tracking firm-level metrics, monitoring advisor productivity, measuring organic growth rate, analyzing client retention and attrition, building executive or branch manager views, setting up exception alerts for NIGO and operational items…
- Data QualityjoellewisDesign and operate data quality programs for financial data — validation rules, pricing validation, data lineage, exception management, profiling, and governance. Use when building validation rules for pricing or client data pipelines, detecting stale prices, designing a data quality monitoring framework, calibrating validation thresholds, implementing data lineage for BCBS 239 or MiFID II…
- Exchange ConnectivityjoellewisGuide the design and management of trading venue connectivity and market data infrastructure. Owns the FIX session layer (logon, heartbeats, sequence number gaps, resend and gap recovery, disconnects). Use when building or troubleshooting FIX sessions for order routing or drop copy, integrating exchange protocols like OUCH, ITCH, PITCH, or Pillar, designing market data feed architecture…
- Know Your CustomerjoellewisGuide customer onboarding identification, due diligence, and profile maintenance under FINRA Rule 2090, the CIP rules, and the FinCEN CDD Rule. Use when the user asks about onboarding identity verification, beneficial ownership collection for entity accounts, enhanced due diligence for PEPs or high-risk customers at account opening, assigning the initial customer risk rating, KYC refresh…
- Market DatajoellewisDesign and manage market data infrastructure — real-time and delayed feeds, Level 1/2/3 depth, consolidated tape vs direct feeds, vendor selection, licensing, and distribution architecture. Use when choosing between real-time and delayed data, evaluating market data vendors like Bloomberg or Refinitiv, designing ticker plants or fan-out architecture, managing exchange data licensing and…
- Operational RiskjoellewisGuide identification, measurement, and management of operational risk in trading and brokerage operations. Use when designing trade error detection and correction procedures, investigating trade breaks and reconciliation failures, classifying loss events under Basel taxonomy, developing key risk indicators (KRIs) and dashboards, responding to system outages or data feed failures or order routing…
- Portfolio Management SystemsjoellewisSelect, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve management, drift monitoring, rebalancing, and custodian data feeds. Use when the user asks about choosing a PMS platform, building or distributing model portfolios, implementing UMA or sleeve-based management, setting drift monitoring thresholds, aggregating held-away assets…
- Post Trade CompliancejoellewisGuide post-trade compliance monitoring and trade surveillance system design. Use when building alert logic to detect churning, front-running, cherry-picking, layering, spoofing, wash trading, or marking the close, implementing post-trade best execution review, evaluating allocation fairness with pro-rata verification or dispersion analysis, designing exception-based monitoring workflows with…
- Real AssetsjoellewisAnalyze real estate and infrastructure investments including REITs, direct property valuation, and infrastructure assets. Use when the user asks about real estate investing, REITs, cap rates, NOI, FFO, AFFO, property valuation, or infrastructure investments.
- Regulatory ReportingjoellewisGuide regulatory filing mechanics and deadlines for investment advisers, broker-dealers, and large traders — which forms to file, where, and by when. Use when the user asks about Form PF filing thresholds, 13F institutional holdings reports, 13H large trader filings, Form ADV amendment filing timing (including the annual updating amendment filed via IARD), FOCUS report preparation, blue sheet…
- Settlement ClearingjoellewisGuide the understanding and management of trade settlement and clearing processes. Use when designing settlement workflows for T+1 compliance, understanding DTC/NSCC/FICC clearing infrastructure, analyzing continuous net settlement (CNS) netting obligations, setting up institutional trade processing (affirmation, confirmation, allocation, matching), investigating settlement fails and designing…
- Trade ExecutionjoellewisGuide the design, evaluation, and monitoring of trade execution quality and best execution practices. Use when assessing best execution obligations under FINRA Rule 5310 or RIA fiduciary duty, designing smart order routing across exchanges and dark pools, selecting execution algorithms (VWAP, TWAP, implementation shortfall, POV), building transaction cost analysis (TCA) for pre-trade estimation…
- Closure MigrationmodularMigrates Mojo code off legacy parametric closures (`capturing[_]`, `@__parameter` / `@parameter`, `api[fn](args)`) onto value-taking unified closures (`api(args, fn)` with `{imm}` / `{mut}` / `{var}` / named capture lists).
- K8s TroubleshooterahmedasmarSystematic Kubernetes troubleshooting and incident response. Use when diagnosing pod failures, cluster issues, performance problems, networking issues, storage failures, or responding to production incidents. Provides diagnostic workflows, automated health checks, and comprehensive remediation guidance for common Kubernetes problems.
- Monitoring ObservabilityahmedasmarMonitoring and observability strategy, implementation, and troubleshooting. Use this skill whenever the user mentions monitoring, observability, metrics, logs, traces, alerting, SLOs, Prometheus, Grafana, Datadog, Loki, or OpenTelemetry.
- Resend CliresendOperate the Resend platform from the terminal — send emails (including React Email .tsx templates via --react-email), manage domains, contacts, broadcasts, templates, webhooks, API keys, logs, automations, and events via the `resend` CLI. Use when the user wants to run Resend commands in the shell, scripts, or CI/CD pipelines, or send/preview React Email templates.
- DtctldynatraceInvestigate incidents, debug performance issues, analyze logs, and manage observability resources in Dynatrace using the dtctl CLI. Use this skill whenever the user asks about error rates, latency spikes, service health, crash-looping pods, web vitals, SLO status, open problems, root cause analysis, log patterns, trace analysis, or building dashboards — even if they don't mention Dynatrace by…
- Earn HunterokxAutomatically monitors OKX Flash Earn, Fixed Earn and Flexible Earn opportunities, sends push notifications, and guides subscription. 自动监控 OKX 闪赚、定期和活期赚币机会，推送通知并引导申购。Use when user says: 有闪赚通知我, 监控赚币, monitor earn, notify me about earn, 定时检查理财, 执行 earn-hunter 扫描, earn-hunter scan, 活期年化高了通知我, 监控活期.
- Okx Cex BotokxManage Grid bots (spot/contract/coin-margined), DCA Martingale bots (Spot DCA 现货马丁 / Contract DCA 合约马丁), and Smart Portfolio bots (智能组合, auto-rebalancing multi-asset portfolio) on OKX. Covers create, stop, amend, monitor P&L, TP/SL, margin/investment adjustment, AI-recommended parameters, and recommended zone backtest. Requires API credentials.
- Okx Cex EarnokxManages OKX Simple Earn (flexible savings/lending), Flash Earn, On-chain Earn (staking/DeFi), Dual Investment (DCD/双币赢), and AutoEarn (自动赚币) via the okx CLI. Use this skill whenever the user wants to check earn balances, browse flash-earn projects, subscribe or redeem earn products, view or set lending rates, monitor on-chain staking orders, interact with dual investment structured products, or…
- Deploying to ProductionlittlebenAutomates GitHub repository creation and Vercel deployment for Next.js websites. Use when deploying new websites, pushing to production, setting up CI/CD pipelines, or when the user mentions deployment, GitHub, Vercel, or going live.
- Dxt PackagingadezeDesktop Extension (DXT) Packaging and Distribution