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joellewis/finance_skills

91 skills · 47K combined installs

Skills from this source

#
Skill
Source
8W Activity
Installs
1
asset-allocation Determine how to distribute capital across asset classes using strategic and tactical allocation frameworks. Use when…
joellewis/finance_skills
656
2
statistics-fundamentals Apply statistical methods to financial data including descriptive statistics, covariance estimation, regression, hypo…
joellewis/finance_skills
643
3
quantitative-valuation Estimate intrinsic value of stocks and companies using DCF, dividend discount models, comparable multiples, and resid…
joellewis/finance_skills
620
4
commodities Analyze commodity markets including futures curve dynamics, roll yield, and supply/demand fundamentals. Use when the …
joellewis/finance_skills
616
5
finance-psychology Recognize and mitigate cognitive biases that impair financial decisions, and coach clients toward values-driven finan…
joellewis/finance_skills
608
6
order-lifecycle Guide the design and implementation of order lifecycle management in trading systems. Owns FIX application-layer mess…
joellewis/finance_skills
604
7
investment-policy Construct comprehensive Investment Policy Statements governing return objectives, risk tolerance, and portfolio const…
joellewis/finance_skills
596
8
account-transfers Process and manage account transfers between and within financial institutions. Use when handling full or partial ACA…
joellewis/finance_skills
590
9
market-data Design and manage market data infrastructure — real-time and delayed feeds, Level 1/2/3 depth, consolidated tape vs d…
joellewis/finance_skills
589
10
debt-management Provide frameworks for managing and paying off personal debt effectively. Use when the user asks about debt payoff st…
joellewis/finance_skills
572
11
currencies-and-fx Analyze currency markets, exchange rate mechanics, and FX risk management for international portfolios. Use when the …
joellewis/finance_skills
571
12
rebalancing Maintain portfolio allocations over time using calendar-based, threshold-based, and tax-efficient rebalancing strateg…
joellewis/finance_skills
569
13
historical-risk Quantify realized risk from historical data using volatility estimators, drawdown analysis, and downside risk metrics…
joellewis/finance_skills
566
14
data-quality Design and operate data quality programs for financial data — validation rules, pricing validation, data lineage, exc…
joellewis/finance_skills
565
15
trade-execution Guide the design, evaluation, and monitoring of trade execution quality and best execution practices. Use when assess…
joellewis/finance_skills
565
16
privacy-data-security Design and operate privacy and data security programs for SEC-registered firms under Reg S-P, Reg S-ID, and SEC cyber…
joellewis/finance_skills
563
17
financial-planning-workflow Orchestrate the advisor workflow for assembling and delivering a comprehensive financial plan — data gathering, cash …
joellewis/finance_skills
561
18
volatility-modeling Model, forecast, and interpret volatility using time-series models and options-implied measures. Use when the user as…
joellewis/finance_skills
561
19
bet-sizing Determine how much capital to allocate to individual positions within a portfolio. Use when the user asks about posit…
joellewis/finance_skills
560
20
diversification Build diversified portfolios using correlation analysis, efficient frontier construction, and factor-based diversific…
joellewis/finance_skills
560
21
liquidity-management Plan and manage cash flow to ensure adequate liquidity while minimizing opportunity cost of excess cash. Use when the…
joellewis/finance_skills
560
22
financial-planning-integration Integrate financial planning engines with the advisor technology stack — data flows between planning tools, CRM, PMS,…
joellewis/finance_skills
556
23
time-value-of-money Calculate present value, future value, NPV, IRR for projects and loans, loan payments, and amortization schedules acr…
joellewis/finance_skills
556
24
advertising-compliance Ensure investment advertising and marketing materials comply with SEC Marketing Rule and FINRA Rule 2210. Use when th…
joellewis/finance_skills
554
25
performance-metrics Evaluate investment performance on a risk-adjusted basis using industry-standard ratios and capture analysis. Use whe…
joellewis/finance_skills
554
26
portfolio-management-systems Select, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve…
joellewis/finance_skills
553
27
emergency-fund Size and structure an emergency fund based on individual circumstances, income stability, and expense profile. Use wh…
joellewis/finance_skills
552
28
performance-reporting Generate clear, accurate performance reports for investment portfolios with benchmarks, attribution, and risk dashboa…
joellewis/finance_skills
552
29
fund-vehicles Compare and select investment vehicles including mutual funds, ETFs, index funds, and separately managed accounts. Us…
joellewis/finance_skills
550
30
anti-money-laundering Guide BSA/AML compliance program design, ongoing transaction monitoring, and FinCEN reporting for broker-dealers, ban…
joellewis/finance_skills
549
31
lending Analyze lending products including mortgages, HELOCs, and personal loans with amortization and comparison tools. Use …
joellewis/finance_skills
549
32
return-calculations Compute and compare investment return metrics including TWR, MWR (dollar-weighted IRR on portfolio cash flows), CAGR,…
joellewis/finance_skills
549
33
know-your-customer Guide customer onboarding identification, due diligence, and profile maintenance under FINRA Rule 2090, the CIP rules…
joellewis/finance_skills
544
34
equities Analyze equity securities, factor models, and equity portfolio construction. Use when the user asks about stocks, equ…
joellewis/finance_skills
543
35
investment-suitability Assess investment suitability obligations under FINRA Rules 2111 and 2090 across all three suitability prongs. Use wh…
joellewis/finance_skills
543
36
next-best-action Design and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based o…
joellewis/finance_skills
543
37
reconciliation Design and operate reconciliation processes across portfolio management, custodian, and clearing systems. Use when bu…
joellewis/finance_skills
543
38
tax-efficiency Maximizes after-tax returns through strategic asset location, gain/loss management, and withdrawal sequencing. Use wh…
joellewis/finance_skills
543
39
digital-assets Analyze digital assets including cryptocurrency fundamentals, blockchain mechanics, DeFi protocols, and on-chain metr…
joellewis/finance_skills
542
40
tax-loss-harvesting Execute a complete tax-loss harvesting workflow from candidate identification through post-harvest monitoring. Use wh…
joellewis/finance_skills
541
41
forward-risk Estimate potential future losses using VaR, Expected Shortfall, Monte Carlo simulation, and stress testing. Use when …
joellewis/finance_skills
540
42
savings-goals Plan and track savings for specific financial goals including retirement, education, and home purchase. Use when the …
joellewis/finance_skills
539
43
fixed-income-corporate Analyze corporate bonds and credit instruments including investment grade and high yield debt. Use when the user asks…
joellewis/finance_skills
538
44
regulatory-reporting Guide regulatory filing mechanics and deadlines for investment advisers, broker-dealers, and large traders — which fo…
joellewis/finance_skills
538
45
advice-standards Determine when a product, platform, or communication crosses the regulatory line from education into investment advic…
joellewis/finance_skills
535
46
client-onboarding Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC…
joellewis/finance_skills
535
47
exchange-connectivity Guide the design and management of trading venue connectivity and market data infrastructure. Owns the FIX session la…
joellewis/finance_skills
535
48
settlement-clearing Guide the understanding and management of trade settlement and clearing processes. Use when designing settlement work…
joellewis/finance_skills
535
49
real-assets Analyze real estate and infrastructure investments including REITs, direct property valuation, and infrastructure ass…
joellewis/finance_skills
534
50
operational-risk Guide identification, measurement, and management of operational risk in trading and brokerage operations. Use when d…
joellewis/finance_skills
533
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