Total 34,341 skills
Showing 12 of 34341 skills
Identify, disclose, and mitigate conflicts of interest in advisory and brokerage relationships under Reg BI and fiduciary duty. Use when the user asks about compensation-based conflicts, proprietary product incentives, revenue sharing disclosure, principal trading consent, soft dollar arrangements, pay-to-play restrictions, gifts and entertainment limits, personal trading policies, or code of ethics requirements. Also trigger when users mention 'is this a conflict', 'recommending our own funds', 'higher payout on annuities', 'outside business activity conflicts', 'allocation fairness across accounts', 'political contribution to a pension board member', or ask how to disclose or eliminate a conflict.
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 this skill when users ask for frontend library/framework usage, APIs, best practices, or examples (e.g. Vue, Vite, React, Tailwind). Always fetch up-to-date docs with Context7.
Reconcile roadmap milestone state against active and archived changes.
Review Studio integration. Manage data, records, and automate workflows. Use when the user wants to interact with Review Studio data.
Review reusable project knowledge and decide what belongs in project memory, notepad, or durable docs
Full workflow of AI short drama generation: account management, scriptwriting, video production. Integrated with X2C billing system, suitable for commercial deployment. It includes three core modules: ad-account-manager (account management), ad-writer (scriptwriting prompts), ad-producer (video production).
Codemagic integration. Manage data, records, and automate workflows. Use when the user wants to interact with Codemagic data.
Semantic search across notes in Get笔记 via the getnote CLI
Create distinctive, production-grade frontend interfaces with high design quality. Use this skill when the user asks to build web components, pages, or applications, OR when they provide screenshots/images/designs to replicate or draw inspiration from. For screenshot inputs, extracts design guidelines first using ai-multimodal analysis, then implements code following those guidelines. Generates creative, polished code that avoids generic AI aesthetics.
Automatically stage, commit and push with Git. Use this skill when the user requests to commit code, push code, commit, push, commit and push, auto commit, stage commit push, or any operations involving git commit/push. It is also applicable to colloquial expressions from users such as "submit it", "push the code", "help me commit", "push it up", "only commit", "just commit", etc.