joellewis/finance_skills
GitHubSkill
Installs
commodities
179
statistics-fundamentals
174
quantitative-valuation
156
asset-allocation
150
trade-execution
146
finance-psychology
145
market-data
136
financial-planning-integration
135
volatility-modeling
135
next-best-action
134
account-transfers
134
portfolio-management-systems
130
anti-money-laundering
130
currencies-and-fx
130
data-quality
130
privacy-data-security
130
debt-management
130
performance-metrics
129
advertising-compliance
129
digital-assets
129
fund-vehicles
128
post-trade-compliance
128
equities
128
regulatory-reporting
127
qualitative-valuation
126
lending
126
savings-goals
126
historical-risk
125
investment-policy
125
performance-reporting
125
financial-planning-workflow
125
pre-trade-compliance
125
return-calculations
125
liquidity-management
125
investment-suitability
124
forward-risk
124
fixed-income-corporate
124
settlement-clearing
124
order-lifecycle
124
reconciliation
123
corporate-actions
123
emergency-fund
123
exchange-connectivity
123
tax-efficiency
122
operational-risk
122
rebalancing
122
client-onboarding
121
integration-patterns
121
order-management-advisor
120
bet-sizing
120
time-value-of-money
120
diversification
120
workflow-automation
120
know-your-customer
119
fixed-income-municipal
119
fixed-income-structured
119
account-opening-compliance
119
margin-operations
119
reference-data
119
real-assets
119
performance-attribution
118
stp-automation
117
counterparty-risk
117
fiduciary-standards
117
alternatives
117
books-and-records
117
advisor-dashboards
117
advice-standards
117
fixed-income-sovereign
117
proposal-generation
116
client-reporting-delivery
116
crm-client-lifecycle
116
sales-practices
115
reg-bi
115
conflicts-of-interest
115
fee-billing
114
tax-loss-harvesting
114
account-opening-workflow
114
gips-compliance
114
client-disclosures
113
examination-readiness
113
fee-disclosure
113
client-review-prep
113
account-maintenance
112