joellewis/finance_skills
GitHubSkill
Installs
commodities
38
trade-execution
29
asset-allocation
24
market-data
19
next-best-action
18
financial-planning-integration
18
finance-psychology
18
statistics-fundamentals
18
quantitative-valuation
17
volatility-modeling
17
fund-vehicles
17
performance-metrics
16
equities
15
advertising-compliance
15
know-your-customer
15
portfolio-management-systems
15
digital-assets
15
anti-money-laundering
15
privacy-data-security
14
client-onboarding
13
reconciliation
13
currencies-and-fx
13
data-quality
13
regulatory-reporting
13
exchange-connectivity
13
liquidity-management
13
emergency-fund
12
crm-client-lifecycle
12
return-calculations
12
lending
12
investment-policy
12
investment-suitability
12
historical-risk
11
fixed-income-municipal
11
tax-efficiency
11
account-opening-compliance
11
order-lifecycle
11
post-trade-compliance
11
settlement-clearing
11
advice-standards
11
fixed-income-corporate
11
savings-goals
11
proposal-generation
11
debt-management
11
account-transfers
11
time-value-of-money
11
corporate-actions
11
examination-readiness
11
diversification
10
real-assets
10
fee-billing
10
performance-reporting
10
pre-trade-compliance
10
rebalancing
10
advisor-dashboards
10
fixed-income-structured
10
reference-data
10
client-reporting-delivery
10
account-opening-workflow
10
fixed-income-sovereign
10
client-disclosures
10
fiduciary-standards
10
fee-disclosure
10
conflicts-of-interest
10
margin-operations
10
performance-attribution
10
books-and-records
10
sales-practices
10
qualitative-valuation
10
workflow-automation
10
gips-compliance
10
integration-patterns
10
reg-bi
10
forward-risk
10
order-management-advisor
9
bet-sizing
9
stp-automation
9
counterparty-risk
9
account-maintenance
9
operational-risk
9
alternatives
9
client-review-prep
6
financial-planning-workflow
6
tax-loss-harvesting
5