joellewis/finance_skills
GitHubSkill
Installs
commodities
372
statistics-fundamentals
371
order-lifecycle
364
asset-allocation
357
quantitative-valuation
354
account-transfers
352
finance-psychology
332
market-data
328
privacy-data-security
327
trade-execution
326
financial-planning-integration
322
debt-management
321
currencies-and-fx
321
investment-policy
319
advertising-compliance
319
data-quality
318
volatility-modeling
318
reconciliation
317
financial-planning-workflow
313
performance-reporting
313
portfolio-management-systems
313
liquidity-management
312
lending
312
next-best-action
311
anti-money-laundering
311
tax-efficiency
310
digital-assets
310
regulatory-reporting
309
historical-risk
308
operational-risk
308
performance-metrics
308
rebalancing
306
know-your-customer
305
books-and-records
304
corporate-actions
304
return-calculations
304
forward-risk
303
savings-goals
302
exchange-connectivity
302
qualitative-valuation
302
margin-operations
302
fixed-income-corporate
301
time-value-of-money
301
equities
301
post-trade-compliance
300
settlement-clearing
300
bet-sizing
299
fund-vehicles
299
alternatives
298
pre-trade-compliance
298
investment-suitability
298
emergency-fund
297
diversification
297
fixed-income-sovereign
297
client-reporting-delivery
297
client-onboarding
297
order-management-advisor
297
performance-attribution
297
tax-loss-harvesting
297
advice-standards
297
counterparty-risk
295
stp-automation
295
gips-compliance
295
fixed-income-structured
295
real-assets
295
integration-patterns
294
reference-data
294
account-maintenance
293
proposal-generation
291
sales-practices
291
conflicts-of-interest
291
advisor-dashboards
291
crm-client-lifecycle
290
client-disclosures
290
account-opening-compliance
290
workflow-automation
290
reg-bi
287
fee-disclosure
285
examination-readiness
285
fiduciary-standards
284
fee-billing
283
fixed-income-municipal
282
client-review-prep
282
account-opening-workflow
280