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Found 1,135 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.
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.
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 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'.
Ascend C Code Inspection Skill. Conduct security specification inspection on code based on the hypothesis testing methodology. When calling, you must clearly provide: code snippets and inspection rule descriptions. TRIGGER when: Users request code inspection, code review, ask code security questions, check coding specifications, or need to check specific code issues (such as memory leaks, integer overflows, null pointers, etc.). Keywords: Ascend C, code inspection, code review, security specification, memory, pointer, overflow, leak, coding specification.
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.