全部 Agent Skills
41,263 个结果
- Quantitative ValuationjoellewisEstimate intrinsic value of stocks and companies using DCF, dividend discount models, comparable multiples, and residual income. Use when the user asks about discounted cash flow, DCF models, WACC, terminal value, dividend discount models, comparable multiples, or sum-of-the-parts valuation.
- 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.
- RebalancingjoellewisMaintain portfolio allocations over time using calendar-based, threshold-based, and tax-efficient rebalancing strategies. Use when the user asks about when to rebalance, rebalancing bands, transaction cost trade-offs, tax-efficient rebalancing, or the rebalancing premium.
- ReconciliationjoellewisDesign and operate reconciliation processes across portfolio management, custodian, and clearing systems. Use when building a daily position, cash, or transaction reconciliation process, investigating discrepancies between internal records and custodian records, diagnosing recurring break patterns from corporate actions or pricing differences, setting tolerance thresholds for position, cash, or…
- Reference DatajoellewisDesign and manage reference data systems — security master, client master, account master, identifier mapping, pricing data sources, golden source designation, and governance. Use when building or evaluating a security master database, mapping identifiers across systems (CUSIP to ISIN, SEDOL to FIGI), designing client master models for onboarding or KYC, defining account master attributes across…
- Reg BijoellewisAnalyze 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.
- 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…
- Return CalculationsjoellewisCompute and compare investment return metrics including TWR, MWR (dollar-weighted IRR on portfolio cash flows), CAGR, and annualized returns. Use when the user asks about portfolio performance calculation, comparing manager returns, linking sub-period returns, understanding why different return methods give different numbers, converting returns across time periods, or computing the IRR of an…
- Sales PracticesjoellewisIdentify and prevent sales practice violations under FINRA and SEC rules governing broker-dealer conduct. Use when the user asks about churning or excessive trading metrics, mutual fund breakpoint discounts, selling away or private securities transactions, outside business activities, unauthorized trading, supervisory procedure design, senior investor protections, trusted contact persons…
- Savings GoalsjoellewisPlan and track savings for specific financial goals including retirement, education, and home purchase. Use when the user asks about required savings rates, 529 plans, retirement accumulation targets, down payment planning, or goal prioritization.
- 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…
- Statistics FundamentalsjoellewisApply statistical methods to financial data including descriptive statistics, covariance estimation, regression, hypothesis testing, and resampling. Use when the user asks about return distributions, correlation between assets, building a covariance matrix, running a CAPM regression, testing whether alpha is significant, checking if returns are normal, or estimating confidence intervals.
- Stp AutomationjoellewisMeasure and raise straight-through processing (STP) rates in securities operations through zero-touch, exception-based processing. Use when measuring STP rates and analyzing manual touchpoints in an existing process, replacing review-all workflows with exception-based processing, evaluating RPA vs API-based vs hybrid automation for legacy systems, building exception queuing, categorization, and…
- Tax EfficiencyjoellewisMaximizes after-tax returns through strategic asset location, gain/loss management, and withdrawal sequencing. Use when the user asks about asset location, Roth conversions, tax-efficient withdrawals, tax lot selection, or charitable giving with appreciated securities.
- Tax Loss HarvestingjoellewisExecute a complete tax-loss harvesting workflow from candidate identification through post-harvest monitoring. Use when the user asks about finding TLH candidates, gain/loss budgeting, replacement security selection, wash-sale compliance, or harvest execution planning.
- Time Value Of MoneyjoellewisCalculate present value, future value, NPV, IRR for projects and loans, loan payments, and amortization schedules across all compounding conventions. Use when the user asks about discounting cash flows, valuing an annuity or perpetuity, comparing investments with different timing, building a mortgage amortization table, evaluating whether a project is worth pursuing, or solving for the rate that…
- 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…
- Volatility ModelingjoellewisModel, forecast, and interpret volatility using time-series models and options-implied measures. Use when the user asks about EWMA, GARCH models, implied volatility, volatility surfaces, volatility term structure, or the VIX.
- Workflow AutomationjoellewisDesign human-in-the-loop workflow orchestration for securities operations: task routing, approval chains, and SLA monitoring. Use when building multi-level approval chains with dollar thresholds and delegation of authority, enforcing four-eyes (maker-checker) controls, defining escalation rules for aging work items approaching SLA breach, designing human-in-the-loop gates, selecting a workflow…
- World Book Skillecho-xianyuCreate and manage SillyTavern Character Cards (角色卡) and World Books (世界书). Supports character card writing, world book creation, MVU ZOD variables, HTML beautification, opening scene writing, and card-generator.py integration. 支持角色卡编写、世界书创建、MVU ZOD 变量系统、HTML 前端美化、开场白创作、 card-generator.py 集成等多种场景。使用前先读取场景路由器和对应参考文件。
- CoachfelixriesebergCreate personalized triathlon, marathon, and ultra-endurance training plans. Use when athletes ask for training plans, workout schedules, race preparation, or coaching advice. Can sync with Strava to analyze training history, or work from manually provided fitness data. Generates periodized plans with sport-specific workouts, zones, and race-day strategies.
- Dagster Expertdagster-ioUse for any task involving Dagster, the dg CLI, assets, materialization, components, data tools or data pipelines, matching the situations the Dagster skill handles. This is the deprecated dagster-expert plugin. It carries no Dagster guidance and exists only to tell the user to move to the dagster plugin.
- Ffuf Web FuzzingJoseph ThackerExpert guidance for ffuf web fuzzing during penetration testing, including authenticated fuzzing with raw requests, auto-calibration, and result analysis
- jthack/ffuf_claude_skillJoseph Thacker技能合集This is a "skill" for claude to use FFUF.