Reg Bi

joellewis

Analyze the broker-dealer standard of conduct under SEC Regulation Best Interest's four obligations: Disclosure, Care, Conflict of Interest, and Compliance. Owns what triggers a 'recommendation' under Reg BI and the canonical comparison of Reg BI vs FINRA suitability vs IA fiduciary duty.

Install

The individual skill folder is not confirmed. This command opens the repository’s skill selector; follow the upstream instructions.

skills CLI

npx skills add JoelLewis/finance_skills

Openai DocsOpenAIOfficialUse for Codex models/pricing, scheduled tasks, skills, settings, setup, troubleshooting, customization, automations, and self-knowledge—including 'you,' 'your,' 'this app,' or 'this coding agent' when they refer to Codex—and for OpenAI APIs/products and ChatGPT Work. Also use for model choice/migration, prompting, SDKs, Responses, Realtime, agents, evals, and Chat/Work/Codex comparisons.Business & Marketing130.4k Repository stars
Stripe Best PracticesAnthropicOfficialBest practices for building Stripe integrations. Use when implementing payment processing, checkout flows, subscriptions, webhooks, Connect platforms, or any Stripe API integration.Business & Marketing43.8k Repository stars
Bond Futures BasisAnthropicOfficialAnalyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures, computing the basis, identifying CTD bonds, calculating implied repo rates, or evaluating basis trades.Business & Marketing40.7k Repository stars
Deal TrackerAnthropicOfficialTrack multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review".Business & Marketing40.7k Repository stars
Option Vol AnalysisAnthropicOfficialAnalyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use when pricing options, analyzing volatility surfaces, computing Greeks, assessing vol premiums, or evaluating vol trading strategies.Business & Marketing40.7k Repository stars
Swap Curve StrategyAnthropicOfficialAnalyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying curve trade opportunities. Use when analyzing swap curves, computing swap spreads, decomposing real rates, identifying steepener/flattener/butterfly trades, or comparing swap rates across currencies.Business & Marketing40.7k Repository stars

Install

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