Loading...
Loading...
Found 1,119 Skills
Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, troubleshooting ACAT rejection codes or FINRA Rule 11870 timeline issues, setting up non-ACAT transfers like mutual fund direct transfers or DTC free deliveries, processing internal journal entries to move assets between accounts, handling retirement account rollovers or Roth conversions with proper tax reporting, managing estate transfers with cost basis step-up and date-of-death valuations, reconciling assets after transfer completion including residual credits and fractional shares, coordinating multi-account household transfers across different account types, or building transfer tracking dashboards and client communication workflows.
Design and operate reconciliation processes that ensure data accuracy across portfolio management custodian and clearing systems. Use when building or evaluating a daily position cash or transaction reconciliation process, investigating discrepancies between internal systems and custodian records, diagnosing recurring break patterns especially from corporate actions or pricing differences, setting tolerance thresholds for position cash or market value matching, implementing three-way reconciliation across advisor system custodian and clearing firm, designing break investigation workflows with aging and escalation, normalizing data across multi-custodian feeds from Schwab Fidelity or Pershing, reconciling cost basis tax lots or accrued income across systems, evaluating reconciliation platforms like Arcesium Duco or Advent Geneva, or preparing for regulatory examinations on books and records accuracy.
Use when you need to generate a checklist document with Java system prompts, following the embedded template exactly and producing INVENTORY-SKILLS-JAVA.md in the project root. Part of the skills-for-java project
Use when the user wants to tailor a workflow for a specific industry, domain, or vertical with specialized expertise, terminology, and guardrails.
Architecture reviews across 7 dimensions: structural integrity, scalability, enterprise readiness (SOC2/HIPAA/GDPR/PCI-DSS), performance, security, operational excellence, and data architecture. Produces scored reports with prioritized recommendations. Three modes: (1) Codebase review — evidence-based analysis of source code, configs, IaC; (2) Document review — risk-based analysis of design docs, RFCs, specs; (3) Hybrid — drift detection between intent and implementation. Triggers on: "review architecture", "critique design", "audit system", "evaluate codebase", "find design flaws", "assess scalability", "check security", "enterprise readiness", "architecture assessment", "technical due diligence", or when user provides a system design document or codebase and asks for feedback or improvements. For architecture diagrams, visuals, or topology drawings, use architecture-diagram instead.
Performs a final quality pass fixing alignment, spacing, consistency, and micro-detail issues before shipping. Use when the user mentions polish, finishing touches, pre-launch review, something looks off, or wants to go from good to great.
Design cross-border logistics strategies including direct mail, overseas warehousing, and bonded warehouse models for international e-commerce. Use this skill when the user needs to ship products internationally, choose a logistics model for cross-border sales, optimize shipping costs, or set up fulfillment in a foreign market — even if they say 'ship to Southeast Asia', 'overseas warehouse vs direct shipping', 'customs clearance', or 'reduce international shipping time'.
Reviews iOS animation code for correctness, performance, accessibility, and Apple API best practices. Use when reviewing .swift files containing animation code — withAnimation, .animation(), PhaseAnimator, KeyframeAnimator, matchedGeometryEffect, navigationTransition, CABasicAnimation, CASpringAnimation, UIViewPropertyAnimator, UIDynamicAnimator, symbolEffect, scrollTransition, contentTransition, or custom Transition conformances.
Educational map of behavioral risk screening—volume, velocity, and transit-style heuristics at address and transaction level. Use when the user asks about suspicious pattern detection, structuring-like activity, rapid fund movement, or AML-style behavior rules—not for tuning systems to evade monitoring or for legal conclusions.
Educational map of risk exposure screening—typical risk indicator taxonomies, exposure value and percentage, address-level vs transaction-level engines, and common template families (entity label, multi-hop interaction, blacklist). Use when the user asks how commercial screening tools reason about labeled addresses, tainted flows, or deposit vs withdrawal checks—not for legal sanctions determinations or substituting a vendor’s live rules.
Routes to Chainalysis public Sanctions Screening surfaces—the free Sanctions REST API (address checks against OFAC SDN crypto listings) and the EVM on-chain oracle—plus how they differ from paid Chainalysis customer data. Use when the user references Chainalysis sanctions tooling, public.chainalysis.com, or repo notes in Chainalysis.md—not for legal conclusions, full vendor ToU reproduction, or substituting official government sanctions lists.
Guides multi-chain wallet and entity clustering using public bridge traces, wrapped-asset flows, temporal and behavioral heuristics, unified graphs with chain-prefixed addresses, and confidence scoring. Use when the user asks for cross-chain clustering, bridge hop analysis, multichain scam or phishing infrastructure mapping, laundering-pattern education from observable flows, or Arkham/Nansen-style entity graphs—without claiming ground-truth identity from heuristics alone.