joellewis/finance_skills

91 skills37.9K total installs Github

Github

Github

Skill

Installs

statistics-fundamentals

asset-allocation

commodities

quantitative-valuation

order-lifecycle

finance-psychology

account-transfers

market-data

investment-policy

trade-execution

currencies-and-fx

privacy-data-security

debt-management

data-quality

rebalancing

financial-planning-integration

financial-planning-workflow

historical-risk

volatility-modeling

advertising-compliance

portfolio-management-systems

time-value-of-money

liquidity-management

performance-reporting

performance-metrics

diversification

emergency-fund

return-calculations

bet-sizing

anti-money-laundering

fund-vehicles

lending

reconciliation

know-your-customer

next-best-action

tax-loss-harvesting

tax-efficiency

digital-assets

fixed-income-corporate

settlement-clearing

forward-risk

regulatory-reporting

investment-suitability

equities

exchange-connectivity

client-onboarding

operational-risk

order-management-advisor

savings-goals

books-and-records

real-assets

advice-standards

fixed-income-sovereign

margin-operations

pre-trade-compliance

alternatives

performance-attribution

corporate-actions

fixed-income-structured

counterparty-risk

qualitative-valuation

gips-compliance

post-trade-compliance

account-maintenance

account-opening-compliance

reference-data

stp-automation

advisor-dashboards

fixed-income-municipal

client-reporting-delivery

client-disclosures

integration-patterns

crm-client-lifecycle

conflicts-of-interest

proposal-generation

fee-disclosure

workflow-automation

sales-practices

reg-bi

fiduciary-standards

examination-readiness

client-review-prep

fee-billing

account-opening-workflow

factor-investing

insurance-planning

retirement-decumulation

financial-statements

estate-gifting

private-placements

equity-compensation