NeVibeCode · 1,189 items
Skills for Finance and business
Skills for Finance and business: what each one does, an install command and example prompts.
tax-loss-harvesting skill Runs the full tax-loss harvesting cycle: finding candidates, budgeting gains and losses, picking a replacement, and staying clear of wash sales.
CX Codex +1
683installs
investment-suitability skill Evaluates investment recommendations against FINRA Rules 2111 and 2090. Useful for compliance engineers and financial developers reviewing client portfolios.
CX Codex +1
680installs
real-assets skill Evaluates real estate and infrastructure investments through return metrics, REIT cash flow ratios, and direct ownership comparisons.
CX Codex +1
679installs
quote-to-cash skill A skill for driving HubSpot from the CLI: it creates products, assembles quotes with line items and associations, and reads invoices and subscriptions.
CX Codex +1
1,700installs
sales-reporting skill Pulls HubSpot deal briefings into the terminal: what closes this week, open pipeline by stage and owner, and win/loss over a period.
CX Codex +1
1,700installs
next-best-action skill This skill designs next-best-action engines that watch client data for portfolio, life, market and compliance events and tell advisors what to do next.
CX Codex +1
680installs
know-your-customer skill Walks your agent through KYC: identity verification, beneficial ownership, EDD for PEPs, and keeping the customer profile current.
CX Codex +1
679installs
fixed-income-sovereign skill Prices Treasury bonds, builds the yield curve, and works out duration, convexity and DV01. Useful when you need rate risk numbers instead of hand-waving.
CX Codex +1
678installs
regulatory-reporting skill A skill that maps out which regulatory forms investment advisers, broker-dealers and large traders must file, where, and by when. Handy when a deadline or a threshold is in question.
CX Codex +1
674installs
reconciliation skill Guides reconciliation workflows across portfolio systems, custodians, and clearing firms. It helps detect breaks, calibrate tolerance thresholds, and match internal books to official records.
CX Codex +1
674installs
business-strategy skill Equips your AI agent with business frameworks for competitive analysis, BCG and McKinsey matrices, market entry plans, and M&A integration.
CX Codex +1
497installs
qualitative-valuation skill Evaluates business quality, economic moats, and corporate governance beyond pure spreadsheet models. Useful for equity research and spotting accounting red flags.
CX Codex +1
672installs
exchange-connectivity skill Guides trading venue connectivity design, FIX session mechanics, and market data architecture. Useful when implementing low-latency protocols or Rule 15c3-5 risk checks.
CX Codex +1
671installs
operational-risk skill Guides operational risk identification, trade break investigations, and error account workflows for trading desks under Basel and FINRA standards.
CX Codex +1
670installs
settlement-clearing skill A skill covering trade settlement and clearing: the T+1 cycle, DTC/NSCC/FICC infrastructure, CNS netting, settlement fails and buy-in procedures.
CX Codex +1
669installs
performance-attribution skill Splits portfolio return into explainable pieces: how much came from sector weights, how much from stock picking inside them. Useful when you need to know why a portfolio beat or missed its benchmark.
CX Codex +1
668installs
client-onboarding skill Walks you through building a client onboarding flow from prospect intake to a funded account: KYC, documents, e-signature, custodian submission.
CX Codex +1
670installs
margin-operations skill Guides margin calculations, Reg T buying power, FINRA 4210 thresholds, and OCC TIMS portfolio margin rules for brokerage accounts.
CX Codex +1
668installs
business-name-fit skill Vets or suggests business names that reflect a founder's cultural origin and work well in target markets abroad. Useful before launching a brand.
23installs
advice-standards skill Works out when a product, platform or piece of writing stops being education and becomes investment advice that requires adviser registration.
CX Codex +1
669installs
alternatives skill Evaluates alternative investments across hedge funds, private equity, and venture capital. Calculates fee drag, PE return metrics, and strategy mechanics.
CX Codex +1
667installs
risk-management-trading skill A skill that makes the agent size positions, set stops and read drawdown. Useful when you work on a trading strategy or portfolio.
CX Codex +1
393installs
counterparty-risk skill A skill that walks through three workflows: assessing a new counterparty, handling a credit-deterioration event, and closing out on default.
CX Codex +1
668installs
order-management-advisor skill A skill covering the advisor trade lifecycle from order entry to settlement: block trading, allocation, pre-trade compliance and custodian routing.
CX Codex +1
667installs
pre-trade-compliance skill A skill for designing automated pre-trade compliance systems that validate orders before they reach a custodian or execution venue.
CX Codex +1
667installs
books-and-records skill Guide compliance workflows for broker-dealer recordkeeping under SEC Rules 17a-3, 17a-4, and 204-2. Essential for audit prep and message retention setup.
CX Codex +1
664installs
fixed-income-structured skill A skill for structured fixed income: CMO tranches, prepayment speeds, waterfall mechanics. Useful when you need to size risk on MBS or CLO paper.
CX Codex +1
664installs
nansen-token-research skill This skill drives nansen research token commands to pull holders, flows, DEX trades and PnL for a single token. Useful when you are digging into one asset instead of the whole market.
CX Codex +1
435installs
corporate-actions skill A skill for processing corporate actions end to end: dividends, splits, mergers, tender offers and rights offerings, from announcement to settlement.
CX Codex +1
660installs
accept-agent-payments skill Set up a paid HTTP service for AI agents with Circle Gateway Nanopayments. Use it to charge per API call or prepare service details for a marketplace listing.
CX Codex +1
446installs
reference-data skill A skill for designing financial reference data systems: security master, client master, account master, CUSIP and ISIN mapping, golden source.
CX Codex +1
660installs
fixed-income-municipal skill Evaluates US municipal bonds, calculates tax-equivalent yields, and assesses credit metrics for general obligation and revenue debt.
CX Codex +1
658installs
crm-client-lifecycle skill Walks your agent through client segmentation, household linking, service tiers and retention risk for an advisory firm's CRM.
CX Codex +1
657installs
advisor-dashboards skill A skill for designing practice dashboards around AUM, revenue, client attrition and KPI frameworks. Useful when leadership wants a firm or branch view.
CX Codex +1
659installs
post-trade-compliance skill Guides the design of post-trade monitoring: alert logic, investigation workflow, allocation fairness checks and reporting triggers.
CX Codex +1
658installs
gips-compliance skill A skill that walks an AI agent through GIPS compliance: composite construction, time-weighted returns, GIPS Reports and verification.
CX Codex +1
657installs
payment-gateway-integration skill A skill for wiring Stripe, PayPal and Square into your backend: charges, subscriptions, webhooks. Useful when you build billing or a store.
CX Codex +1
524installs
account-opening-compliance skill This skill helps shape compliance checks for account opening, from identity verification to sanctions screening. Use it when planning risk-based approvals or handling verification exceptions.
CX Codex +1
654installs
budget-optimizer skill A skill that reads your spending, finds where money leaks, and builds a plan around the 50/30/20 rule, subscriptions and debt payoff.
CX Codex +1
429installs
nansen-trading skill Executes DEX swaps on Solana and Base, handles cross-chain bridges, and manages limit orders through nansen-cli. Helps agents price and sign crypto trades.
CX Codex +1
430installs
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