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Found 1,472 Skills
Identify and prevent sales practice violations under FINRA and SEC rules governing broker-dealer conduct. Use when the user asks about churning or excessive trading metrics, mutual fund breakpoint discounts, selling away or private securities transactions, outside business activities, unauthorized trading, supervisory procedure design, senior investor protections, trusted contact persons, variable annuity suitability, or options account approval. Also trigger when users mention 'turnover ratio is high', 'rep did trades without authorization', 'breakpoint abuse', 'trusted contact for elderly client', 'selling away from the firm', 'supervision failure', '1035 exchange review', 'marking the close', or ask whether a broker's conduct violates FINRA rules.
Guides pension and retirement fund work—DB vs DC structures, funding policy, liability measurement (PV of benefits, discount rates, mortality), ALM overview, plan design, public and multi-employer pensions, risk transfer (buyouts, annuities, de-risking), US regulatory overview (ERISA, PBGC, DOL, IRS qualified plans), institutional investor role, and fiduciary governance—not legal or tax advice. Use when the user mentions pension fund, retirement plan, defined benefit, defined contribution, 401(k), pension funding, PBGC, ERISA, pension liability, discount rate pension, pension buyout, de-risking pension, or ALM pension—not P&C insurance (property-casualty-insurance), actuarial modeling only (actuary), actuarial engagements (actuarial-consulting), personal IRA advice (financial-analyst), or legal interpretation (commercial-counsel).
Guides director-level infrastructure capex accounting—capitalization policy and governance, WIP/CIP and project closeout, useful-life and impairment standards, capex forecast vs actual for data center and compute programs, board and audit narratives, SOX over fixed-asset and cloud-prepaid programs, and alignment with engineering and portfolio delivery. Use when setting capex accounting policy, reviewing material capitalization judgments, governing infrastructure asset programs, executive capex reporting, or audit steering for DC/compute investments—not for month-end JEs and CUR mapping (compute-accounting-manager), rack utilization (data-center-compute-supply-efficiency), facility design (data-center-design-execution-lead), or multi-site investment prioritization (data-center-portfolio-planning-execution-lead).
Generate Odoo app store description pages (static/description/index.html) that comply with the official Odoo Apps Store guidelines. Use when creating, editing, or reviewing the static/description/index.html of a Lema Core Odoo module. Produces a tabless, JavaScript-free, Bootstrap 4 compliant page with Hero, Brand Banner, Demo Preview, Screenshots, Features, Architecture, Changelog, FAQ, Related Products, and Footer sections.
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
Creates comprehensive Technical Design Documents (TDD) with mandatory and optional sections through interactive discovery. Use when user asks to "write a design doc", "create a TDD", "technical spec", "architecture document", "RFC", "design proposal", or needs to document a technical decision before implementation. Do NOT use for README files, API docs, or general documentation (use docs-writer instead).
DataTrails integration. Manage data, records, and automate workflows. Use when the user wants to interact with DataTrails data.
ISN integration. Manage Persons, Organizations, Deals, Leads, Projects, Activities and more. Use when the user wants to interact with ISN data.
Draft or update the privileged investigation memo from the investigation log. Use when an investigation is far enough along to write the first memo cut, or when new data has been added and the existing draft needs updating.
Draft a brief section in house style, consistent with the case theory — every fact cited, every case checked, every argument tied to the theory. Use when the user says "draft the [section]", "write the statement of facts", "argument section on [issue]", or needs a first draft of a brief section.
Jurisdiction-aware wage/hour and employment Q&A — classification, overtime, meal/rest breaks, leave, final pay — answered for the specific state/country with the controlling rule researched and cited rather than stated from memory. Use when the user asks any employment law question, or says "what's the rule in [state]", "is this exempt", "do we have to pay overtime for", or "can we classify this as".
Reference: implementation-planning framework for international hiring — EOR vs. entity decision framing, cross-functional triggers for tax/finance/HR, structured outside-counsel briefing requests, and a persistent gap tracker. Loaded by /expansion-kickoff and /expansion-update; not invoked directly.