joellewis/finance_skills

91 skills55.0K total installs Github

Github

Github

Skill

Installs

asset-allocation

statistics-fundamentals

quantitative-valuation

finance-psychology

commodities

investment-policy

order-lifecycle

market-data

account-transfers

debt-management

rebalancing

currencies-and-fx

bet-sizing

diversification

historical-risk

volatility-modeling

data-quality

time-value-of-money

financial-planning-workflow

liquidity-management

privacy-data-security

trade-execution

performance-metrics

lending

emergency-fund

financial-planning-integration

return-calculations

fund-vehicles

performance-reporting

advertising-compliance

portfolio-management-systems

anti-money-laundering

savings-goals

tax-efficiency

equities

forward-risk

investment-suitability

tax-loss-harvesting

digital-assets

know-your-customer

next-best-action

fixed-income-corporate

regulatory-reporting

reconciliation

real-assets

exchange-connectivity

fixed-income-sovereign

operational-risk

client-onboarding

settlement-clearing

advice-standards

qualitative-valuation

margin-operations

performance-attribution

order-management-advisor

counterparty-risk

alternatives

fixed-income-structured

books-and-records

pre-trade-compliance

corporate-actions

crm-client-lifecycle

reference-data

fixed-income-municipal

gips-compliance

advisor-dashboards

account-opening-compliance

post-trade-compliance

stp-automation

account-maintenance

client-reporting-delivery

integration-patterns

client-disclosures

conflicts-of-interest

proposal-generation

workflow-automation

sales-practices

fee-disclosure

fiduciary-standards

examination-readiness

reg-bi

client-review-prep

fee-billing

account-opening-workflow

factor-investing

insurance-planning

retirement-decumulation

equity-compensation

financial-statements

estate-gifting

private-placements