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joellewis/finance_skills

fiduciary-standards

Apply the investment adviser fiduciary duty (IA Act Section 206), ERISA fiduciary standards, the DOL fiduciary rule and PTE 2020-02, and state fiduciary rules.…

First seen Feb 19, 2026

Installation

$ npx skills add https://github.com/joellewis/finance_skills
View on skills.sh ↗ GitHub repository ↗

Also in this package

Other skills from joellewis/finance_skills · top by installs.

npx skills add https://github.com/joellewis/finance_skills
asset-allocation 656 statistics-fundamentals 643 quantitative-valuation 620 commodities 616 finance-psychology 608 order-lifecycle 604 investment-policy 596 account-transfers 590 market-data 589 debt-management 572

Browse all from joellewis/finance_skills

More details

Agent compatibility

Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.

Claude Code Not declared
Cursor Not declared
Codex Not declared
GitHub Copilot Not declared
Windsurf Not declared
Gemini CLI Not declared
Cline Not declared
OpenCode Not declared

Repository health

Stars 184
License LICENSE
Default branch main
Open issues 3
Status Active

History

  1. First seen on skills.sh
  2. First recorded snapshot · 511 installs