全部 Agent Skills
41,263 个结果
- Pine BacktesterTradersPostImplements comprehensive backtesting capabilities for Pine Script indicators and strategies. Use when adding performance metrics, trade analysis, equity curves, win rates, drawdown tracking, or statistical validation. Triggers on "backtest", "performance", "metrics", "win rate", "drawdown", or testing requests.
- Pine DeveloperTradersPostWrites production-quality Pine Script v6 code following TradingView guidelines and best practices. Use when implementing indicators, strategies, or any Pine Script code. Triggers on requests to create, write, implement, or code Pine Script functionality.
- Pine ManagerTradersPostOrchestrates Pine Script development by coordinating workflows and planning complex projects. Use when building complete trading systems, managing multi-step projects, planning indicator/strategy development, or coordinating multiple capabilities. Triggers on complex requests mentioning multiple features, "build a complete", "trading system", or project planning needs.
- Svelte Deploymentspences10Svelte deployment guidance. Use for adapters, Vite config, pnpm setup, library authoring, PWA, or production builds.
- Sveltekit Data Flowspences10SvelteKit data flow guidance. Use for load functions, form actions, and server/client data. Covers +page.server.ts vs +page.ts, serialization, fail(), redirect(), error().
- Sveltekit Structurespences10SvelteKit structure guidance. Use for routing, layouts, error handling, SSR, or svelte:boundary. Covers file naming, nested layouts, error boundaries, pending UI, and hydration.
- Vault SearchRoasbeefSemantic search and Dataview-style queries across the Obsidian vault. Use when searching for notes by meaning, finding related content, querying frontmatter metadata, or answering questions about vault contents. Trigger phrases include "search vault", "find notes about", "what do I have on", "related notes", "list tasks", "show positions".
- Account MaintenancejoellewisProcess account maintenance requests across the account lifecycle. Use when changing a client address or contact info with identity verification, updating beneficiary designations after marriage, divorce, birth, or death, re-registering or re-titling an account to a trust or new entity, selecting tax lot methods or fixing cost basis records, applying legal or compliance holds or Reg T freezes…
- 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…
- Account Opening WorkflowjoellewisDesign and operate back-office account opening pipelines from application intake through custodian submission and activation. Use when building account opening automation, reducing NIGO rejection rates from custodians or clearing firms, defining document requirements for trusts, entities, IRAs, or estate accounts, setting up multi-custodian account opening across Schwab, Fidelity, or Pershing…
- Account TransfersjoellewisProcess and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, troubleshooting ACAT rejection codes or FINRA Rule 11870 timelines, setting up non-ACAT transfers (Fund/SERV, DTC free delivery, physical certificates), processing internal journal entries, handling retirement rollovers or Roth conversions with…
- Advertising CompliancejoellewisEnsure investment advertising and marketing materials comply with SEC Marketing Rule and FINRA Rule 2210. Use when the user asks about performance advertising, showing backtested or hypothetical returns, net vs gross performance presentation, client testimonials or endorsements in marketing, social media posts by advisers or reps, third-party ratings in pitchbooks, or advertising recordkeeping.
- 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…
- AlternativesjoellewisAnalyze alternative investments including hedge funds, private equity, and venture capital. Use when the user asks about hedge fund strategies (long/short, macro, event-driven), PE or VC performance metrics (IRR, TVPI, DPI), fee structures ('2-and-20', carry, hurdle rates), the J-curve effect, illiquidity premiums, lock-up periods, or hedge fund replication.
- Anti Money LaunderingjoellewisGuide BSA/AML compliance program design, ongoing transaction monitoring, and FinCEN reporting for broker-dealers, banks, and investment advisers. Use when the user asks about suspicious activity reports, currency transaction reports, OFAC screening, structuring detection, ongoing risk-rating reviews and escalation, or FinCEN requirements.
- Asset AllocationjoellewisDetermine how to distribute capital across asset classes using strategic and tactical allocation frameworks. Use when the user asks about portfolio allocation, mean-variance optimization, Black-Litterman, risk parity, glide paths, or target-date strategies.
- Bet SizingjoellewisDetermine how much capital to allocate to individual positions within a portfolio. Use when the user asks about position sizing, the Kelly criterion, fractional Kelly, risk budgeting, or conviction weighting.
- Books And RecordsjoellewisGuide the design and maintenance of recordkeeping programs under SEC Rules 17a-3, 17a-4, and 204-2. Use when the user asks about document retention schedules, how long to keep trade records or customer complaints, WORM storage requirements, email or text message archiving, social media capture, BYOD compliance policies, or electronic storage audit trails.
- Client DisclosuresjoellewisGuide which client disclosure documents must exist, what each must contain, and when and how they must be delivered to clients of investment advisers and broker-dealers. Use when the user asks about Form ADV Part 2A or 2B content, Form CRS content and delivery, prospectus delivery obligations, privacy notice delivery, trade confirmation timing, account statement distribution, electronic vs paper…
- Client OnboardingjoellewisDesign and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities…
- Client Reporting DeliveryjoellewisDesign, generate, and deliver client performance reports across all channels, covering quarterly reports, tax reporting, portal integration, and compliance review. Use when the user asks about building or redesigning report templates, choosing what to include in quarterly or annual client reports, transitioning from print to digital delivery, integrating a client portal, presenting net-of-fee…
- Client Review PrepjoellewisPrepare advisors for client review meetings by assembling context packages, performance summaries, drift analysis, talking points, and meeting agendas. Use when the user asks about preparing for a client review, building a pre-meeting checklist, generating talking points for an upcoming meeting, identifying allocation drift before a review, automating review prep workflows, or assembling a…
- CommoditiesjoellewisAnalyze commodity markets including futures curve dynamics, roll yield, and supply/demand fundamentals. Use when the user asks about commodity investing, commodity ETFs, contango, backwardation, roll yield, commodity indices (GSCI, BCOM), or commodities as an inflation hedge.