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Found 4 Skills
Apply fiduciary duty standards across the investment advisory landscape, including IA Act Section 206, ERISA, DOL rules, and CFA Institute standards. Use when the user asks whether a fiduciary standard applies, how fiduciary duty differs from Reg BI or suitability, what the duty of care and duty of loyalty require, ERISA Section 404 prudent expert obligations, PTE 2020-02 rollover exemptions, or state-level fiduciary developments. Also trigger when users mention 'are we a fiduciary here', 'best interest vs suitability', 'dual registrant hat switching', 'retirement plan adviser obligations', 'DOL fiduciary rule', or ask what standard of care applies to a recommendation.
Apply Web Scraping with Python practices (Ryan Mitchell). Covers First Scrapers (Ch 1: urllib, BeautifulSoup), HTML Parsing (Ch 2: find, findAll, CSS selectors, regex, lambda), Crawling (Ch 3-4: single-domain, cross-site, crawl models), Scrapy (Ch 5: spiders, items, pipelines, rules), Storing Data (Ch 6: CSV, MySQL, files, email), Reading Documents (Ch 7: PDF, Word, encoding), Cleaning Data (Ch 8: normalization, OpenRefine), NLP (Ch 9: n-grams, Markov, NLTK), Forms & Logins (Ch 10: POST, sessions, cookies), JavaScript (Ch 11: Selenium, headless, Ajax), APIs (Ch 12: REST, undocumented), Image/OCR (Ch 13: Pillow, Tesseract), Avoiding Traps (Ch 14: headers, honeypots), Testing (Ch 15: unittest, Selenium), Parallel (Ch 16: threads, processes), Remote (Ch 17: Tor, proxies), Legalities (Ch 18: robots.txt, CFAA, ethics). Trigger on "web scraping", "BeautifulSoup", "Scrapy", "crawler", "spider", "scraper", "parse HTML", "Selenium scraping", "data extraction".
Ensure investment firms satisfy CFA Institute GIPS requirements for composite construction, performance calculation, presentation, and verification. Use when the user asks about building composites, time-weighted return calculation, GIPS-compliant presentations, error correction policies, pooled fund reporting, wrap fee or SMA program performance, or GIPS advertising guidelines. Also trigger when users mention 'claiming GIPS compliance', 'composite membership rules', 'terminated portfolio returns', 'gross vs net of fees under GIPS', 'GIPS verification findings', 'can we show this track record to prospects', or ask whether a firm's performance reporting meets GIPS standards.
Apply Structural Equation Modeling (SEM) to test hypothesized causal structures by combining measurement models (CFA) and structural models (path analysis). Use this skill when the user needs to validate latent constructs, test mediation or moderation paths, assess model fit with CFI/TLI/RMSEA/SRMR, or when they ask 'do these variables form a causal chain', 'how do I test my theoretical model', or 'is my measurement model valid'.