joellewis/finance_skills
GitHubSkill
Installs
commodities
129
statistics-fundamentals
118
quantitative-valuation
106
asset-allocation
100
trade-execution
97
finance-psychology
96
volatility-modeling
88
next-best-action
87
financial-planning-integration
86
market-data
85
portfolio-management-systems
83
digital-assets
83
anti-money-laundering
83
currencies-and-fx
83
privacy-data-security
82
debt-management
81
fund-vehicles
81
performance-metrics
81
advertising-compliance
81
equities
80
savings-goals
80
regulatory-reporting
79
lending
79
qualitative-valuation
79
data-quality
79
investment-policy
78
liquidity-management
78
post-trade-compliance
78
emergency-fund
77
financial-planning-workflow
77
return-calculations
77
pre-trade-compliance
77
historical-risk
77
reconciliation
76
forward-risk
76
order-lifecycle
76
exchange-connectivity
76
client-onboarding
76
tax-efficiency
75
settlement-clearing
75
fixed-income-corporate
75
integration-patterns
75
performance-reporting
75
operational-risk
74
rebalancing
74
investment-suitability
74
account-opening-compliance
74
corporate-actions
74
know-your-customer
74
real-assets
73
workflow-automation
73
fixed-income-municipal
73
time-value-of-money
72
diversification
72
fixed-income-structured
72
reference-data
72
order-management-advisor
71
performance-attribution
71
advice-standards
71
alternatives
71
stp-automation
71
fiduciary-standards
71
counterparty-risk
71
margin-operations
71
account-transfers
70
conflicts-of-interest
70
crm-client-lifecycle
70
fixed-income-sovereign
70
bet-sizing
70
proposal-generation
70
books-and-records
69
reg-bi
69
advisor-dashboards
69
client-reporting-delivery
69
sales-practices
69
fee-billing
69
account-opening-workflow
68
tax-loss-harvesting
68
gips-compliance
68
client-disclosures
68
fee-disclosure
68
examination-readiness
68
client-review-prep
67
account-maintenance
67