Total 34,341 skills
Showing 12 of 34341 skills
Guide regulatory filing obligations and deadlines for investment advisers, broker-dealers, and large traders. Use when the user asks about Form PF filing thresholds, 13F institutional holdings reports, 13H large trader filings, Form ADV amendment timing, FOCUS report preparation, blue sheet requests, CAT reporting infrastructure, or FINRA short interest and TRACE reporting. Also trigger when users mention 'filing deadline calendar', 'do we need to file Form PF', 'crossed the $100M 13F threshold', 'annual updating amendment', 'CAT clock synchronization', 'how to respond to a blue sheet request', 'FOCUS report errors', or ask which regulatory filings a firm must make and when.
Analyze lending products including mortgages, HELOCs, and personal loans with amortization and comparison tools. Use when the user asks about mortgage comparison, fixed vs ARM rates, loan qualification, amortization schedules, extra payments, or buying points. Also trigger when users mention 'monthly payment calculation', '15-year vs 30-year mortgage', 'PMI', 'APR vs interest rate', 'HELOC', 'home equity', 'should I buy down the rate', 'biweekly payments', or ask how much house they can afford.
Execute a complete tax-loss harvesting workflow from candidate identification through post-harvest monitoring. Use when the user asks about finding TLH candidates, gain/loss budgeting, replacement security selection, wash-sale compliance, or harvest execution planning. Also trigger when users mention 'unrealized losses in my portfolio', 'swap ETFs for tax purposes', 'harvest losses before year-end', 'substantially identical security', 'wash-sale window', 'NIIT offset', 'loss carryforward', or ask how much tax they can save by harvesting.
Guide the design and implementation of order lifecycle management in trading systems. Use when building an order state machine for an OMS or EMS, implementing or debugging FIX protocol connectivity to exchanges, handling cancel/replace race conditions, defining pre-submission validation rules (buying power, position limits, restricted lists), selecting order types and time-in-force instructions, designing multi-leg or OCO or bracket orders, building CAT-compliant audit trails, troubleshooting order rejections or unexpected state transitions, hardening an OMS against edge cases, or implementing order persistence and recovery for failover. Also covers FIX message flows, ClOrdID chaining, and partial fill aggregation.
Guide fee disclosure compliance across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks about Form ADV Item 5 fee schedules, prospectus fee table format, Reg BI cost disclosure obligations, 12b-1 fee transparency, revenue sharing arrangements, wrap fee program costs, or ERISA 408(b)(2) service provider fee disclosure. Also trigger when users mention 'hidden fees', 'total cost to the client', 'are we disclosing all layers of fees', 'expense ratio comparison', 'fee billing in advance vs arrears', 'share class selection', 'indirect compensation', or ask whether fee disclosures are complete and compliant.
Analyze real estate and infrastructure investments including REITs, direct property valuation, and infrastructure assets. Use when the user asks about real estate investing, REITs, cap rates, NOI, FFO, AFFO, property valuation, or infrastructure investments. Also trigger when users mention 'rental property analysis', 'cash-on-cash return', 'gross rent multiplier', 'REIT dividends', 'real estate sectors', 'cell towers', 'toll roads', 'LTV ratio', 'DSCR', or ask whether to invest in real estate directly or through REITs.
Use this skill when the user wants to build tool/scripts or achieve a task where using data from the Hugging Face API would help. This is especially useful when chaining or combining API calls or the task will be repeated/automated. This Skill creates a reusable script to fetch, enrich or process data.
Apply statistical methods to financial data including descriptive statistics, covariance estimation, regression, hypothesis testing, and resampling. Use when the user asks about return distributions, correlation between assets, building a covariance matrix, running a CAPM regression, testing whether alpha is significant, checking if returns are normal, or estimating confidence intervals. Also trigger when users mention 'volatility', 'how correlated are these', 'fat tails', 'skewness', 'R-squared', 'beta of a fund', 'bootstrap a Sharpe ratio', 'shrinkage estimator', 'Ledoit-Wolf', or ask why their optimizer produces unstable weights.
Prepare advisors for client review meetings by assembling context packages, performance summaries, drift analysis, talking points, and meeting agendas. Use when the user asks about preparing for a client review, building a pre-meeting checklist, generating talking points for an upcoming meeting, identifying allocation drift before a review, automating review prep workflows, or assembling a meeting package with exhibits. Also trigger when users mention 'client meeting prep', 'review preparation', 'what should I discuss with my client', 'proactive recommendations', 'life event triggered review', 'meeting agenda', or 'compliance pre-check before review'.
Recognize and mitigate cognitive biases that impair financial decisions, and coach clients toward values-driven financial lives. Use when the user asks about behavioral finance, money psychology, loss aversion, overconfidence, herd behavior, or emotional investing. Also trigger when users mention 'why do I panic sell', 'money fights with my spouse', 'I can never save enough', 'fear of investing', 'lifestyle creep', 'keeping up with the Joneses', 'Rich Life', 'money scripts', or ask how emotions affect financial decisions.
Skill for creating and editing 3D models using software like Blender for AR/VR applications.
Assess investment suitability obligations under FINRA Rules 2111 and 2090 across all three suitability prongs. Use when the user asks about reasonable-basis, customer-specific, or quantitative suitability, product-specific concerns for complex products, leveraged ETFs, variable annuities, or alternatives, household-level suitability, hold recommendations, or the institutional suitability exemption. Also trigger when users mention 'is this investment suitable', 'turnover ratio is too high', 'cost-to-equity ratio', 'churning metrics', 'suitability questionnaire design', 'complex product due diligence', 'customer refused to provide their risk tolerance', or ask whether a recommendation fits a customer's profile.