NeVibeCode · 1,189 items
Skills for Finance and business
Skills for Finance and business: what each one does, an install command and example prompts.
integration-patterns skill A skill for designing integrations between financial systems: APIs, FIX, ISO 20022, batch feeds and idempotency. Useful when wiring up a custodian or chasing recon breaks.
CX Codex +1
655installs
stp-automation skill Works out how many transactions clear with no human touch, then helps you move the process to exception-based handling.
CX Codex +1
655installs
account-maintenance skill Guides AI assistants through brokerage and wealth management operations, covering client address updates, beneficiary elections, compliance holds, and account transfers.
CX Codex +1
653installs
client-disclosures skill Guides investment advisers and broker-dealers on required SEC client disclosures. Explains what to include in Form ADV and Form CRS, plus exact delivery timing.
CX Codex +1
652installs
client-reporting-delivery skill Designs and organizes client performance reports across quarterly reviews, tax schedules, fee breakdowns, and portal feeds.
CX Codex +1
651installs
conflicts-of-interest skill A skill that helps your agent spot, disclose and clear conflicts of interest in advisory and brokerage work under Reg BI and fiduciary duty.
CX Codex +1
651installs
proposal-generation skill Generates a client investment proposal end to end: risk profile, model portfolio pick, fee illustration, projections and a compliance pass.
CX Codex +1
651installs
netsuite skill Connects your AI agent to NetSuite ERP records via the Membrane CLI to search and manage customers, orders, and invoices.
CX Codex +1
367installs
sales-practices skill Walks through broker-dealer sales practice violations: churning, breakpoint discounts, selling away, unauthorized trading. Useful when you need to check conduct against FINRA rules.
CX Codex +1
649installs
workflow-automation skill A skill for designing human-in-the-loop processes: task routing, approval chains, maker-checker controls and SLA monitoring.
CX Codex +1
646installs
fee-disclosure skill Checks whether fee and cost disclosures are complete, accurate and not misleading across advisory, brokerage, fund and retirement plan contexts.
CX Codex +1
648installs
fiduciary-standards skill Applies US investment adviser fiduciary duties under IA Act Section 206, ERISA standards, and DOL rollover rules like PTE 2020-02.
CX Codex +1
644installs
dd-audit-cost-spike-investigation skill Correlates a Datadog usage spike with Audit Trail config changes, so you can see who changed what right before the bill jumped.
CX Codex +1
473installs
examination-readiness skill Prepares investment advisers and broker-dealers for SEC and FINRA regulatory audits across the entire review cycle.
CX Codex +1
642installs
reg-bi skill Walks through broker-dealer recommendations against Reg BI's four obligations and explains what counts as a recommendation.
CX Codex +1
644installs
market-analyst-master skill Orchestrates Octagon MCP tools to gather stock quotes, P/E ratios, and analyst consensus targets. It helps traders build structured intelligence reports for individual tickers and sectors.
CX Codex +1
417installs
client-review-prep skill A skill that assembles a client review package: profile, performance, allocation drift, talking points and a meeting agenda.
CX Codex +1
642installs
stock-analysis skill A Claude skill that writes a fundamental report on a listed company: metrics, sector benchmarking, accounting-quality checks.
22installs
fee-billing skill A skill for advisory fee billing: rate schedules, billing cycles, revenue recognition and ADV Part 2A disclosure.
CX Codex +1
640installs
account-opening-workflow skill Designs back-office account opening pipelines, maps registration requirements, and cuts NIGO rejection rates across custodians.
CX Codex +1
633installs
business-central-development skill Configures AI assistants for AL programming in Microsoft Dynamics 365 Business Central. Enforces modular architecture, proper object types, and query optimization.
CX Codex +1
749installs
prediction-market-strategy skill A strategy, position-sizing and backtesting layer for binary prediction markets such as Kalshi, Polymarket and ForecastEx. Useful when trade selection has to run on net edge instead of win rate.
CX Codex +1
311installs
nansen-wallet-profiler skill A skill that profiles a crypto wallet: balance, PnL, labels, transactions, counterparties. Useful when you need to dig into one address or compare two.
CX Codex +1
407installs
nansen-general-search skill This skill looks up tokens and entities by name through the Nansen CLI and returns the address, ticker and chain. Handy when all you have is a token name.
CX Codex +1
406installs
nansen-defi-positions skill Breaks a wallet's DeFi positions down by protocol and chain: assets, debts, rewards. Useful when you need to see what the address actually holds.
CX Codex +1
404installs
xero skill Connects your coding agent to Xero via the Membrane CLI to handle invoices, contacts, and transactions. Fits any workflow needing automated bookkeeping.
CX Codex +1
346installs
kalshi-api skill A skill covering RSA-PSS signing, order schema and the YES/NO book on Kalshi. Useful when you write trading code against that API.
CX Codex +1
301installs
revenuecat-paywall skill Integrates dashboard-configured RevenueCat paywalls into iOS, Android, KMP, Flutter, and React Native apps via RevenueCatUI.
CX Codex +1
1,000installs
game-monetization skill Configures the assistant as a game economy strategist to balance F2P currencies, battle passes, and store pricing without predatory pay-to-win traps.
CX Codex +1
357installs
fintech-algorithms skill The skill wires a 717-function TypeScript library into your agent: indicators, statistics, portfolio and risk maths. Useful when a number has to be computed, not approximated.
CX Codex +1
1,900installs
quickbooks skill This skill wires your agent into QuickBooks through Membrane, so it can pull invoices, customers and payments without you writing auth code.
CX Codex +1
338installs
nansen-smart-alerts skill This skill lets your agent manage Nansen smart alerts: create a rule, list existing ones, edit, toggle or delete it. Handy when you want token flow and smart money alerts without leaving the terminal.
CX Codex +1
390installs
stripe skill Integration rules for Stripe in TypeScript, React and Next.js: server-side payments, subscriptions, webhooks. Useful when your agent writes checkout code.
CX Codex +1
704installs
risk-management skill Provides risk management rules learned from 8500 competition trade outcomes. It guides agents when calculating position sizes and setting stop-losses.
CX Codex +1
2,000installs
allium skill Queries Allium APIs for wallet PnL, holdings history, Hyperliquid HyperCore trading data, and custom SQL analytics across 70+ chains.
CX Codex +1
630installs
nansen-wallet-deep-dive skill The skill runs a wallet through labels, balance, PnL, transactions, perp positions and counterparties via the Nansen CLI. Useful when you need to know who is behind an address.
CX Codex +1
383installs
nansen-wallet-clustering skill A Claude skill that traces related wallets through the Nansen CLI: funding chains, shared signers, exchange deposit patterns.
CX Codex +1
381installs
blackforge skill Answers questions about order books and trades on spot venues: depth, liquidity, taker volume. Pulls the numbers through BlackForge MCP tools.
CX Codex +1
8,200installs
sentiment-analysis-trading skill Equips the agent with an alternative data and market sentiment analyst persona. It helps filter out noise across social posts, breaking news, and on-chain flows.
CX Codex +1
336installs
nansen-wallet-batch skill A skill for Claude Code and other coding agents to batch-profile crypto addresses in Nansen. It filters lists for smart money and funds in a single CLI call.
CX Codex +1
375installs
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