Skills
18,283 skills, most installed first.
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next-best-actionjoellewisDesign and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance events. Use when the user asks about building event-driven advisor alerts, designing trigger logic for portfolio drift or large cash movements, prioritizing competing actions across a book of business, routing NBA recommendations to the right team member, measuring NBA acceptance rates, or automating compliance-driven actions like annual roperational-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 errors, conducting root cause analysis after a trade error or operational incident, planning businessorder-lifecyclejoellewisGuide the design and implementation of order lifecycle management in trading systems. Owns FIX application-layer message flows (NewOrderSingle, ExecutionReport, cancel/replace) and order state. Use when building an order state machine for an OMS or EMS, handling cancel/replace race conditions, defining pre-submission validation rules (buying power, position limits, restricted lists), selecting order types and time-in-force instructions, designing multi-leg or OCO or bracket orders, building CAT-order-management-advisorjoellewisManage the advisor trade lifecycle from order entry through settlement, covering block trading, allocation, pre-trade compliance, custodian routing, and error correction. Use when the user asks about designing an OMS for an RIA, executing model portfolio changes across many accounts, structuring block trades with fair allocation, configuring pre-trade compliance rules or restricted lists, routing orders to multiple custodians, handling trade errors or corrections, managing cash in trading workflperformance-attributionjoellewisDecompose portfolio returns into explainable components to identify where value was added or lost. Use when the user asks about Brinson attribution, allocation vs selection effects, factor-based attribution, fixed-income attribution, or currency attribution. Also trigger when users mention 'what drove my returns', 'was it stock picking or sector bets', 'alpha decomposition', 'multi-period linking', 'interaction effect', 'active return breakdown', or ask why their portfolio outperformed or underpperformance-metricsjoellewisEvaluate investment performance on a risk-adjusted basis using industry-standard ratios and capture analysis. Use when the user asks about Sharpe ratio, Sortino ratio, Information Ratio, Treynor ratio, Calmar ratio, Omega ratio, or upside/downside capture. Also trigger when users mention 'risk-adjusted returns', 'return per unit of risk', 'M-squared', 'is this fund worth the volatility', 'how to compare two managers', 'capture ratio', or ask which investment performed better after accounting forperformance-reportingjoellewisGenerate clear, accurate performance reports for investment portfolios with benchmarks, attribution, and risk dashboards. Use when the user asks about portfolio performance reports, return summaries, benchmark comparison, risk dashboards, goal progress tracking, or GIPS-compliant reporting. Also trigger when users mention 'quarterly report', 'how did my portfolio do', 'time-weighted vs money-weighted return', 'annualized returns', 'net-of-fee performance', 'rolling Sharpe', or ask how to presentportfolio-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, reconciling PMS with custodian records, configuring PMS-based billing, or troubleshooting custodian feedpost-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 escalation paths, correlating trading with MNPI events for insider trading detection, building personal tpre-trade-compliancejoellewisGuide the design and implementation of automated pre-trade compliance systems that validate orders before execution. Use when building a compliance rule engine for an RIA or broker-dealer, configuring hard blocks and soft blocks, maintaining restricted and watch lists including MNPI-driven restrictions, setting concentration limits at security/sector/issuer level, implementing position limits or short selling controls, enforcing wash sale detection or free-riding prevention or pattern day traderprivacy-data-securityjoellewisDesign and operate privacy and data security programs for SEC-registered firms under Reg S-P, Reg S-ID, and SEC cybersecurity expectations. Use when the user asks about privacy notices, the Safeguards Rule, identity theft prevention programs, breach notification obligations, vendor security due diligence, incident response planning, data classification, or state privacy law compliance. Also trigger when users mention 'customer data was exposed', 'do we need to notify clients of a breach', 'cyberproposal-generationjoellewisGenerate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user asks about creating a proposal for a prospect, mapping risk questionnaire scores to model portfolios, building fee illustrations with tiered costs, producing Monte Carlo or scenario projections, analyzing a prospect's current portfolio for improvement opportunities, reviewing proposals for SEC Marketing Rule compliance, or desigqualitative-valuationjoellewisAssess business quality, competitive positioning, and sustainability of value creation beyond financial models. Use when the user asks about economic moats, competitive advantages, Porter's Five Forces, management quality, ESG integration, or business model analysis. Also trigger when users mention 'does this company have a moat', 'switching costs', 'network effects', 'brand value', 'management track record', 'capital allocation', 'insider ownership', 'red flags', or ask whether a company's advaquantitative-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. Also trigger when users mention 'what is this stock worth', 'fair value estimate', 'Gordon growth model', 'free cash flow valuation', 'cost of equity', 'sensitivity analysis', 'exit multiple', or ask whetherreal-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. Also trigger when users mention 'rental property analysis', 'cash-on-cash return', 'gross rent multiplier', 'REIT dividends', 'real estate sectors', 'cell towers', 'toll roads', 'LTV ratio', 'DSCR', or ask whether to invest in real estate direbalancingjoellewisMaintain 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. Also trigger when users mention 'my portfolio drifted', 'how often should I rebalance', 'rebalancing across taxable and IRA accounts', 'volatility harvesting', 'buy low sell high automatically', or ask whether to use cash flowsreconciliationjoellewisDesign 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 market value matching, implementing three-way reconciliation, designing break investigation workflows 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 custodians, designating golden sources and MDM patterns across systems, establishing a pricing vendorreg-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. Use when the user asks whether a broker-dealer recommendation satisfies Reg BI, how to evaluate reasonably available alternatives, rollover recommendation compliance, dual-registrant capacity disclosure, share 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 requests, CAT reporting infrastructure, or FINRA short interest and TRACE reporting. Also trigger when ureturn-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 investor's own contributions and withdrawals. Also trigger when users mention 'how much did I make', 'annsales-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, variable annuity suitability, or options account approval. Also trigger when users mention 'turnover ratio isavings-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. Also trigger when users mention 'how much do I need to save each month', 'am I on track for retirement', 'college savings', 'safe withdrawal rate', '4% rule', 'FIRE savings rate', 'catch-up contributions', 'employer match', or ask how to balance competsettlement-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 fail reduction programs, implementing buy-in procedures under Reg SHO Rule 204, assessing corporate actstatistics-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. Also trigger when users mention 'volatility', 'how correlated are these', 'fat tails', 'skewness', 'R-squaredstp-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 auto-resolution workflows, conducting process mining or root cause analysis on exception volumes, or stax-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. Also trigger when users mention 'which account should I hold bonds in', 'tax drag', 'Roth vs Traditional', 'RMD planning', 'bracket stuffing', 'HIFO vs FIFO', or ask how to minimize taxes on investments. For tax-loss harvesting extax-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. Also trigger when users mention 'unrealized losses in my portfolio', 'swap ETFs for tax purposes', 'harvest losses before year-end', 'substantially identical security', 'wash-sale window', 'NIIT offset', 'loss carryforward', or astime-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 equates cash flows (project IRR, loan IRR, yield on an investment). Also trigger when users mention '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 or post-trade measurement, analyzing bid-ask spread decomposition or market impact or information leakvolatility-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. Also trigger when users mention 'volatility smile', 'volatility skew', 'realized vs implied vol', 'volatility risk premium', 'vol clustering', 'mean-reverting volatility', 'options pricing inputs', 'RiskMetrics', 'decay factor', or ask how to forecast future volatility for 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 engine or BPM platform (Camunda, Pega, ServiceNow), modeling a process as a state machine, adding auditqiaomu-anything-to-notebooklmjoeseesun多源内容智能处理器：支持微信公众号、网页、YouTube、播客（小宇宙/喜马拉雅）、PDF、Markdown等，自动上传到NotebookLM并生成播客/PPT/思维导图等多种格式。支持深度分析模式和飞书文档自动创建qiaomu-designjoeseesun为页面、组件和产品界面提供设计诊断、四方向可视化预览、设计系统编译、实现与视觉 QA。 在用户要求从零设计、重设计、优化 UI/UX、审查界面、建立设计系统或参考某种风格时使用； 不用于只改业务逻辑、纯文案润色或与界面无关的普通编码。默认由当前 Codex 直接执行， 只有用户在当前任务明确点名 K3 时才调用外部模型。qiaomu-designjoeseesun为页面、组件和产品界面提供设计诊断、四方向可视化预览、设计系统编译、实现与视觉 QA。 在用户要求从零设计、重设计、优化 UI/UX、审查界面、建立设计系统或参考某种风格时使用； 不用于只改业务逻辑、纯文案润色或与界面无关的普通编码。默认由当前 Codex 直接执行， 只有用户在当前任务明确点名 K3 时才调用外部模型。qiaomu-goal-meta-skilljoeseesunTurn vague or complex Codex tasks into strong `/goal` commands with outcome, verification, constraints, boundaries, iteration policy, completion evidence, and pause/block conditions. Use when the user asks for Codex goal instructions, Goal 指令, 目标指令, `/goal` prompts, 中文 Goal 模板, plan-to-goal interviews, success criteria, verification commands, or bounded agent work definitions.knowledge-site-creatorjoeseesun一句话生成任何领域的知识学习网站。AI自动理解主题、创作内容、生成页面、部署上线。适用于任何需要系统学习的知识领域：进化心理学、大模型术语、化学元素、历史事件等。qiaomu-markdown-proxyjoeseesunRead, fetch, extract, parse, or convert a URL or link into clean Markdown. Use FIRST whenever a user asks to read source content from a webpage, especially WeChat/微信公众号 mp.weixin.qq.com, Feishu/Lark docs, X/Twitter, PDFs, arXiv papers, or a URL that will feed a later summary, rewrite, article, podcast, or analysis. For WeChat and Feishu, prefer this specialist extractor over generic web open or generic content parsers. Exclude YouTube, pure web search, already-pasted text, and local non-PDF fileqiaomu-markdown-proxyjoeseesunRead, fetch, extract, parse, or convert a URL or link into clean Markdown. Use FIRST whenever a user asks to read source content from a webpage, especially WeChat/微信公众号 mp.weixin.qq.com, Feishu/Lark docs, X/Twitter, PDFs, arXiv papers, or a URL that will feed a later summary, rewrite, article, podcast, or analysis. For WeChat and Feishu, prefer this specialist extractor over generic web open or generic content parsers. Exclude YouTube, pure web search, already-pasted text, and local non-PDF fileqiaomu-novel-generatorjoeseesunGenerate original, complete, highly gripping Chinese short fiction from a story theme, character setup, synopsis, trope, classic-plot inspiration, or draft excerpt. Use when the user asks for 小说, 短篇小说, 故事, 网文样章, 开篇钩子, 悬念改写, 人物欲望强化, 情节升级, 续写, 经典桥段重构, or wants a blend of excellent writers' general narrative techniques without copying protected text or imitating a living author's distinctive style.qiaomu-opencli-autofixjoeseesunAutomatically fix broken OpenCLI adapters when commands fail. Load this skill when an opencli command fails — it guides you through diagnosing the failure via OPENCLI_DIAGNOSTIC, patching the adapter, and retrying. Works with any AI agent.qiaomu-opencli-browserjoeseesunMake websites accessible for AI agents. Navigate, click, type, extract, wait — using Chrome with existing login sessions. No LLM API key needed.qiaomu-opencli-explorerjoeseesunUse when creating a new OpenCLI adapter from scratch, adding support for a new website or platform, exploring a site's API endpoints via browser DevTools, or when a user asks to automatically generate a CLI for a website (e.g. "帮我生成 xxx.com 的 cli"). Covers automated generation, API discovery workflow, authentication strategy selection, TS adapter writing, and testing.qiaomu-opencli-oneshotjoeseesunUse when quickly generating a single OpenCLI command from a specific URL and goal description. 4-step process — open page, capture API, write TS adapter, test. For full site exploration, use opencli-explorer instead.qiaomu-opencli-usagejoeseesunUse when running OpenCLI commands to interact with websites (Bilibili, Twitter, Reddit, Xiaohongshu, etc.), desktop apps (Cursor, Notion), or public APIs (HackerNews, arXiv). Covers installation, command reference, and output formats for 79+ adapters.qiaomu-smart-searchjoeseesun基于 opencli 命令的智能搜索路由器。当用户想要搜索、查询、查找或研究信息时，尤其是涉及指定网站、社交媒体、技术资料、新闻、购物、旅游、求职、金融或中文内容时，务必使用此 skillyt-search-downloadjoeseesunYouTube 视频搜索、下载视频、下载字幕工具。结合 YouTube Data API v3 进行高级搜索，yt-dlp 下载视频/音频/字幕。 核心能力：全站关键词搜索、频道浏览、按时间/播放量/相关度排序、下载视频、提取音频（MP3）、下载字幕（中英文）、查看视频详情。 触发场景（任何涉及 YouTube 的操作都应使用此 skill）： - 搜索类："搜索YouTube"、"YouTube搜索"、"找YouTube视频"、"搜索[频道名]最新视频"、"查找[人名]的YouTube"、"[人名]最近更新的YouTube"、"YouTube上有什么关于XXX的" - 频道浏览类："浏览频道"、"看看[频道名]最新视频"、"[人名]最近发了什么视频"、"[人名]YouTube更新"、"查看[频道名]的视频列表" - 下载视频类："下载YouTube"、"下载这个视频"、"下载YouTube视频"、"把这个视频下载下来"、"保存视频" - 下载音频类："提取音频"、"下载音频"、"YouTube转MP3"、"只要音频" - 下载字幕类："下载字幕"、"提取字幕"、"获取字幕"、"下载YcaselyjohnwayneeeeVirtual QA Lead that turns requirement documents into review-ready, TestRail-importable test cases in one conversation — no commands to memorize. Use this skill whenever the user has requirements, a spec, a user story, or acceptance criteria (PDF, DOCX, XLSX, TXT, MD, or pasted text) and wants test cases, a test plan, a checklist, test coverage, a regression suite, or a TestRail/Qase/Zephyr-ready export — even if they don't say "test cases" outright ("write tests for this spec", "what should we wechat-miniprogramjoneqianWeChat Mini Program development framework. Use for building WeChat mini apps, WXML templates, WXSS styles, WXS scripting, component development, and WeChat API integration.gdpr-ccpa-privacy-auditorjorgealvesAudits web applications to ensure declared privacy policies match actual technical data collection practices. Use to identify discrepancies in cookie usage, tracking scripts, and user data handling.