feat: dividend-analyst skill package v0.1.0

2026-08-14 17:19:09 +02:00
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--- a/PROVENANCE.md
+++ b/PROVENANCE.md
@@ -0,0 +1,30 @@
+# Data provenance — dividend-analyst
+
+Where the content of this skill package comes from, counted by
+content items (tasks, competences, tools, evidence entries, curated
+knowledge). Rendered live by Gitea:
+
+```mermaid
+%%{init: {'theme':'base','themeVariables':{'pie1':'#f9a825','pie2':'#1e88e5','pie3':'#d97757','pie4':'#8e24aa','pieOuterStrokeWidth':'0px','pieSectionTextColor':'#fff'}}}%%
+pie showData
+    title Content sources — dividend-analyst
+    "ESCO (occupation & competences)" : 30
+    "O*NET (tasks & tools)" : 292
+    "Anthropic official Claude skills" : 6
+    "External AI skill packs (mapped)" : 134
+```
+
+| Source | Items | Share | Files |
+|---|---|---|---|
+| ESCO (occupation & competences) | 30 | 6.5 % | references/profile.md, references/skills.md |
+| O*NET (tasks & tools) | 292 | 63.2 % | references/tasks.md, references/tools.md |
+| Job boards (market evidence) | 0 | 0.0 % | references/market.md (full report) + "Market evidence" headline sections |
+| Wikipedia & AI expert curation | 0 | 0.0 % | glossary, literature, usecases, intake, quality, evals/ |
+| Anthropic official Claude skills | 6 | 1.3 % | references/ai-skills.md, section "anthropics/skills" (official Claude Code skills) |
+| External AI skill packs (mapped) | 134 | 29.0 % | references/ai-skills.md (per-source attribution inside) |
+| Stack Exchange practitioner Q&A (CC-BY-SA) | 0 | 0.0 % | references/practitioner-qa.md (per-entry attribution inside) |
+
+Licensing: O*NET (USDOL/ETA, CC BY 4.0) · ESCO (© European Union) ·
+job-ad evidence via official APIs (JSearch/Adzuna) · Wikipedia content
+paraphrased with source URLs — never copied · external AI skills are
+linked, not copied (Apache-2.0/MIT/source-available, see ai-skills.md).
--- a/SKILL.md
+++ b/SKILL.md
@@ -0,0 +1,53 @@
+---
+name: dividend-analyst
+description: "Occupational skill for the role 'dividend analyst' (also: dividends clerk, dividend and coupon analyst, dividend calculation clerk, dividends analyst, dividend clerk). Use when the user asks for typical dividend analyst work such as: typical dividend analyst responsibilities"
+---
+
+# Dividend Analyst
+
+Dividend analysts calculate and allocate dividends and interest incomes of a company's earnings to a category of its shareholders. They assess business systems and processes in order to identify user needs and to deliver appropriate solutions. They also undertake dividend forecasts on amounts and payment schedules and identify potential risks, based on their financial and market price expertise.
+
+## Core workflow
+
+
+## How to use this skill
+
+- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
+- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
+- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
+- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
+- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
+
+## Key competences (essential)
+
+- actuarial science
+- analyse business plans
+- analyse financial performance of a company
+- analyse financial risk
+- analyse market financial trends
+- business valuation techniques
+- calculate dividends
+- financial forecasting
+- financial markets
+- forecast dividend trends
+- liaise with shareholders
+- maintain financial records
+- maintain register of shareholders
+- monitor stock market
+- perform stock valuation
+
+## Hot technologies
+
+- Adobe Acrobat
+- Alteryx software
+- Epic Systems
+- Google Docs
+- Google Sheets
+- IBM SPSS Statistics
+- Intuit QuickBooks
+- Intuit TurboTax
+- MEDITECH software
+- Microsoft Access
+
+---
+*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/dfa51b4d-0929-4885-b682-29e375c6b52c), O*NET 30.3 (13-2011.00, manual nearest match). See manifest.json for licensing/attribution.*
--- a/manifest.json
+++ b/manifest.json
@@ -0,0 +1,190 @@
+{
+  "name": "dividend-analyst",
+  "title": "dividend analyst",
+  "version": "0.1.0",
+  "layer": "core",
+  "language": "en",
+  "generated": "2026-07-07",
+  "ids": {
+    "esco_uri": "http://data.europa.eu/esco/occupation/dfa51b4d-0929-4885-b682-29e375c6b52c",
+    "esco_code": "2411.1.6",
+    "isco_group": "2411",
+    "onet_soc": "13-2011.00",
+    "crosswalk_match": "manual nearest via ISCO 2411 (Accountants and Auditors)"
+  },
+  "sources": [
+    {
+      "name": "ESCO",
+      "version": "1.2.1",
+      "url": "https://esco.ec.europa.eu/"
+    },
+    {
+      "name": "O*NET",
+      "version": "30.3",
+      "url": "https://www.onetcenter.org/",
+      "license": "CC BY 4.0"
+    }
+  ],
+  "attribution": "This package includes information from the O*NET Database (v30.3) by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0. skillfactor is not endorsed by USDOL/ETA. ESCO data (v1.2.1) (c) European Union, used per the ESCO download conditions: https://esco.ec.europa.eu/en/use-esco/download",
+  "counts": {
+    "tasks": 0,
+    "dwas": 0,
+    "skills_essential": 16,
+    "skills_optional": 13,
+    "software": 0
+  },
+  "enrichment_ai_skills": {
+    "generated": "2026-07-14",
+    "method": "deterministic mapping (ISCO prefix + title/competence keywords)",
+    "sources": {
+      "anthropics/skills": {
+        "repo": "https://github.com/anthropics/skills",
+        "commit": "f6656c1",
+        "license": "Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available \u2014 see the LICENSE.txt in the upstream skill folder",
+        "skills": 3
+      },
+      "NVIDIA/skills": {
+        "repo": "https://github.com/NVIDIA/skills",
+        "commit": "153b14b",
+        "license": "CC-BY-4.0 (skills/docs), Apache-2.0 (code)",
+        "skills": 12
+      },
+      "google/skills": {
+        "repo": "https://github.com/google/skills",
+        "commit": "b15f327",
+        "license": "Apache-2.0",
+        "skills": 12
+      },
+      "phuryn/pm-skills": {
+        "repo": "https://github.com/phuryn/pm-skills",
+        "commit": "18468a9",
+        "license": "MIT",
+        "skills": 9
+      },
+      "himself65/finance-skills": {
+        "repo": "https://github.com/himself65/finance-skills",
+        "commit": "87f688e",
+        "license": "MIT",
+        "skills": 2
+      },
+      "davepoon/buildwithclaude": {
+        "repo": "https://github.com/davepoon/buildwithclaude",
+        "commit": "3c94e0c",
+        "license": "MIT",
+        "skills": 1
+      },
+      "huangjia2019/claude-code-engineering": {
+        "repo": "https://github.com/huangjia2019/claude-code-engineering",
+        "commit": "5ed066a",
+        "license": "no explicit license \u2014 referenced by link only",
+        "skills": 1
+      },
+      "mohitagw15856/pm-claude-skills": {
+        "repo": "https://github.com/mohitagw15856/pm-claude-skills",
+        "commit": "876fa30",
+        "license": "MIT",
+        "skills": 6
+      },
+      "a5c-ai/babysitter": {
+        "repo": "https://github.com/a5c-ai/babysitter",
+        "commit": "44a5d58b",
+        "license": "MIT",
+        "skills": 8
+      },
+      "jeremylongshore/claude-code-plugins-plus-skills": {
+        "repo": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills",
+        "commit": "e112938a",
+        "license": "MIT",
+        "skills": 12
+      },
+      "alirezarezvani/claude-skills": {
+        "repo": "https://github.com/alirezarezvani/claude-skills",
+        "commit": "0241f43",
+        "license": "MIT",
+        "skills": 2
+      },
+      "brycewang-stanford/Auto-Empirical-Research-Skills": {
+        "repo": "https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills",
+        "commit": "85bf545",
+        "license": "CC-BY-4.0",
+        "skills": 4
+      },
+      "affaan-m/everything-claude-code": {
+        "repo": "https://github.com/affaan-m/everything-claude-code",
+        "commit": "ed38744",
+        "license": "MIT",
+        "skills": 1
+      },
+      "kazukinagata/shinkoku": {
+        "repo": "https://github.com/kazukinagata/shinkoku",
+        "commit": "e610b30",
+        "license": "MIT",
+        "skills": 1
+      },
+      "AgriciDaniel/claude-ads": {
+        "repo": "https://github.com/AgriciDaniel/claude-ads",
+        "commit": "669c760",
+        "license": "MIT",
+        "skills": 1
+      },
+      "open-gitagent/opengap": {
+        "repo": "https://github.com/open-gitagent/opengap",
+        "commit": "d7a8e2e",
+        "license": "MIT",
+        "skills": 1
+      },
+      "foryourhealth111-pixel/Vibe-Skills": {
+        "repo": "https://github.com/foryourhealth111-pixel/Vibe-Skills",
+        "commit": "34429a8",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "nexu-io/open-design": {
+        "repo": "https://github.com/nexu-io/open-design",
+        "commit": "4b66023",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "vibeeval/vibecosystem": {
+        "repo": "https://github.com/vibeeval/vibecosystem",
+        "commit": "cea9462",
+        "license": "MIT",
+        "skills": 1
+      },
+      "coreyhaines31/makerskills": {
+        "repo": "https://github.com/coreyhaines31/makerskills",
+        "commit": "17218de",
+        "license": "MIT",
+        "skills": 1
+      }
+    },
+    "total_skills": 80,
+    "tiers": {
+      "core": 9,
+      "adjacent": 71
+    }
+  },
+  "provenance": {
+    "items": {
+      "esco": 30,
+      "onet": 292,
+      "jobads": 0,
+      "wiki_ai": 0,
+      "anthropic": 6,
+      "ai_skills": 134,
+      "stackx": 0
+    },
+    "share_percent": {
+      "esco": 6.5,
+      "onet": 63.2,
+      "jobads": 0.0,
+      "wiki_ai": 0.0,
+      "anthropic": 1.3,
+      "ai_skills": 29.0,
+      "stackx": 0.0
+    },
+    "method": "content items per source category"
+  },
+  "collar": "white",
+  "computer_work": true
+}
--- a/references/ai-skills.md
+++ b/references/ai-skills.md
@@ -0,0 +1,258 @@
+# External AI agent skills — dividend-analyst
+
+Proven, publicly available AI agent skills mapped to this occupation.
+Nothing is copied from the sources: every entry is a name, a one-line
+summary and a link to the upstream skill package. Each section names
+its source repository, commit, license and retrieval date.
+
+**Tiers:** `core` = the skill directly exercises a top market hard
+skill, tool or method (from gated job-ad evidence) or an essential
+ESCO competence of this occupation; `adjacent` =
+plausibly useful, secondary. Entries are capped at 12 per source
+and 80 in total per occupation (core first,
+strongest matches survive); everything beyond the caps is excluded
+and logged in the pipeline audit trail, not in this package.
+
+_Matched deterministically (ISCO group + title/competence keywords,
+tiered against market evidence + ESCO essentials) by
+`pipeline/p5_enrich_ai_skills.py` on 2026-07-14._
+
+## Source: anthropics/skills
+
+- Repository: [https://github.com/anthropics/skills](https://github.com/anthropics/skills) (commit `f6656c1`, retrieved 2026-07-14)
+- License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `docx` | adjacent | Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … | [source](https://github.com/anthropics/skills/tree/main/skills/docx) |
+| `pdf` | adjacent | Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … | [source](https://github.com/anthropics/skills/tree/main/skills/pdf) |
+| `xlsx` | adjacent | Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … | [source](https://github.com/anthropics/skills/tree/main/skills/xlsx) |
+
+## Source: a5c-ai/babysitter
+
+- Repository: [https://github.com/a5c-ai/babysitter](https://github.com/a5c-ai/babysitter) (commit `44a5d58b`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `monte-carlo-financial-simulator` | core | Stochastic simulation skill for financial modeling with probability distributions and risk quantification | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/monte-carlo-financial-simulator) |
+| `value-at-risk-calculator` | core | Value at Risk (VaR) and related risk metrics calculation skill for financial and operational risk assessment | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/decision-intelligence/skills/value-at-risk-calculator) |
+| `financial-calculator` | adjacent | Automated calculation of business case financial metrics including NPV, IRR, ROI, and TCO | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/business-analysis/skills/financial-calculator) |
+| `npv-irr-calculator` | adjacent | Calculate project financial metrics for investment decision making | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/project-management/skills/npv-irr-calculator) |
+| `financial-dashboard-generator` | adjacent | Automated financial dashboard and KPI visualization skill with executive reporting capabilities | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/financial-dashboard-generator) |
+| `three-statement-model-builder` | adjacent | Integrated three-statement financial model builder linking income statement, balance sheet, and cash flow statement with circular reference handling | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/three-statement-model-builder) |
+| `throughput-accountant` | adjacent | TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/operations/skills/throughput-accountant) |
+| `xbrl-filing-generator` | adjacent | XBRL financial statement tagging and SEC filing preparation skill | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/xbrl-filing-generator) |
+
+## Source: affaan-m/everything-claude-code
+
+- Repository: [https://github.com/affaan-m/everything-claude-code](https://github.com/affaan-m/everything-claude-code) (commit `ed38744`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `investor-materials` | adjacent | Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or … | [source](https://github.com/affaan-m/everything-claude-code/tree/ed38744/.agents/skills/investor-materials) |
+
+## Source: AgriciDaniel/claude-ads
+
+- Repository: [https://github.com/AgriciDaniel/claude-ads](https://github.com/AgriciDaniel/claude-ads) (commit `669c760`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `ads-optimize` | adjacent | Diagnose and draft or explicitly apply paid-ad optimizations using evidence, financial constraints, experiments, and capability-gated adapters. Use for campaign optimization, budget reallocation, bid changes, pausing or archiving ads, … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/skills/ads-optimize) |
+
+## Source: alirezarezvani/claude-skills
+
+- Repository: [https://github.com/alirezarezvani/claude-skills](https://github.com/alirezarezvani/claude-skills) (commit `0241f43`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `financial-analyst` | adjacent | Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/financial-analyst) |
+| `finance-skills` | adjacent | Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/finance-skills) |
+
+## Source: brycewang-stanford/Auto-Empirical-Research-Skills
+
+- Repository: [https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills) (commit `85bf545`, retrieved 2026-07-14)
+- License: CC-BY-4.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `cost-benefit` | adjacent | Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/58-charlescoverdale-econstack/cost-benefit) |
+| `education-data-source-fsa` | adjacent | FSA — Title IV aid at institution level (~5,500 institutions, 1999-2021). Pell Grants, Direct/PLUS loans, campus-based aid, financial responsibility scores, 90/10 metrics. Use for aid distribution, loan volume, or for-profit analysis. By … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/17-DAAF-Contribution-Community-daaf/dot-claude/skills/education-data-source-fsa) |
+| `education-data-source-nccs` | adjacent | NCCS — Form 990 data for private nonprofit colleges (Portal: IPEDS-matched, 1993-2016). Revenue, expenses, assets, endowment, governance beyond IPEDS. Use when IRS financial depth needed. Portal ends 2016; public institutions excluded (no … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/17-DAAF-Contribution-Community-daaf/dot-claude/skills/education-data-source-nccs) |
+| `stata-accounting-guide` | adjacent | STATA code for empirical accounting and financial economics research | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/43-wentorai-research-plugins/skills/analysis/econometrics/stata-accounting-guide) |
+
+## Source: coreyhaines31/makerskills
+
+- Repository: [https://github.com/coreyhaines31/makerskills](https://github.com/coreyhaines31/makerskills) (commit `17218de`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `personal-cfo` | adjacent | When you want to model personal financial scenarios — house purchase + rental income (ADU, bedroom rentals, house-hacking), renovation budgets, monthly cash flow forecasts, big-purchase decisions, savings/investment what-ifs. For personal … | [source](https://github.com/coreyhaines31/makerskills/tree/17218de/skills/personal-cfo) |
+
+## Source: davepoon/buildwithclaude
+
+- Repository: [https://github.com/davepoon/buildwithclaude](https://github.com/davepoon/buildwithclaude) (commit `3c94e0c`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `financial-model` | core | Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", … | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/venture-capital-intelligence/skills/financial-model) |
+
+## Source: foryourhealth111-pixel/Vibe-Skills
+
+- Repository: [https://github.com/foryourhealth111-pixel/Vibe-Skills](https://github.com/foryourhealth111-pixel/Vibe-Skills) (commit `34429a8`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `edgartools` | adjacent | Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), … | [source](https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/34429a8/bundled/skills/edgartools) |
+
+## Source: himself65/finance-skills
+
+- Repository: [https://github.com/himself65/finance-skills](https://github.com/himself65/finance-skills) (commit `87f688e`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `yfinance-data` | core | Fetch financial and market data using the yfinance Python library. Use this skill whenever the user asks for stock prices, historical data, financial statements, options chains, dividends, earnings, analyst recommendations, or any market … | [source](https://github.com/himself65/finance-skills/tree/87f688e/plugins/market-analysis/skills/yfinance-data) |
+| `company-valuation` | adjacent | Estimate the intrinsic value of a public company using DCF, relative (peer multiple) and sum-of-parts (SOTP) methods, then triangulate to an implied share price with upside/downside versus the current market price. Use this skill whenever … | [source](https://github.com/himself65/finance-skills/tree/87f688e/plugins/market-analysis/skills/company-valuation) |
+
+## Source: huangjia2019/claude-code-engineering
+
+- Repository: [https://github.com/huangjia2019/claude-code-engineering](https://github.com/huangjia2019/claude-code-engineering) (commit `5ed066a`, retrieved 2026-07-14)
+- License: no explicit license — referenced by link only
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `financial-analyzing` | core | Analyze financial data, calculate financial ratios, and generate analysis reports. Use when the user asks about revenue, costs, profits, margins, ROI, financial metrics, or needs financial analysis of a company or project. | [source](https://github.com/huangjia2019/claude-code-engineering/tree/5ed066a/04-Skills/projects/03-financial-skill) |
+
+## Source: jeremylongshore/claude-code-plugins-plus-skills
+
+- Repository: [https://github.com/jeremylongshore/claude-code-plugins-plus-skills](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) (commit `e112938a`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `analyzing-on-chain-data` | core | Process perform on-chain analysis including whale tracking, token flows, and network activity. Use when performing crypto analysis. Trigger with phrases like "analyze crypto", "check blockchain", or "monitor market".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/crypto/on-chain-analytics/skills/analyzing-on-chain-data) |
+| `fondo-upgrade-migration` | adjacent | Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity. Trigger: "migrate to fondo", "switch to fondo", "fondo migration", "change accountant".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-upgrade-migration) |
+| `find-cpa-firm` | adjacent | Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/mcp/servicegraph/skills/find-cpa-firm) |
+| `fondo-ci-integration` | adjacent | Automate financial reporting workflows that complement Fondo with CI/CD pipelines for expense tracking, budget alerts, and financial data validation. Trigger: "fondo CI", "fondo automation", "fondo financial alerts".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-ci-integration) |
+| `fondo-core-workflow-a` | adjacent | Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-a) |
+| `fondo-debug-bundle` | adjacent | Collect diagnostic information for Fondo support including integration status, transaction discrepancies, and financial data reconciliation issues. Trigger: "fondo debug", "fondo support", "fondo diagnostic", "fondo reconciliation".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-debug-bundle) |
+| `fondo-deploy-integration` | adjacent | Deploy financial dashboards and reporting tools that consume Fondo data to Vercel, Fly.io, or internal infrastructure. Trigger: "fondo dashboard deploy", "fondo financial dashboard", "deploy finance app".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-deploy-integration) |
+| `fondo-hello-world` | adjacent | Verify Fondo setup by checking financial data sync, reviewing categorized transactions, and confirming R&D tax credit eligibility. Trigger: "fondo first sync", "fondo verify", "fondo hello world", "fondo test".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-hello-world) |
+| `fondo-local-dev-loop` | adjacent | Configure local development workflows that integrate with Fondo for financial data, using Fondo exports with QuickBooks or accounting tools. Trigger: "fondo dev setup", "fondo export", "fondo QuickBooks", "fondo local data".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-local-dev-loop) |
+| `fondo-prod-checklist` | adjacent | Execute Fondo production readiness checklist for year-end tax filing, R&D credit claims, and board-ready financial reporting. Trigger: "fondo production", "fondo tax filing ready", "fondo year-end checklist".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-prod-checklist) |
+| `fondo-reference-architecture` | adjacent | Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Trigger: "fondo architecture", "startup finance stack", "fondo integration … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-reference-architecture) |
+| `fondo-webhooks-events` | adjacent | Implement event-driven financial workflows using webhooks from Fondo-connected services: Stripe payment events, Gusto payroll events, and Plaid transactions. Trigger: "fondo webhooks", "fondo events", "stripe payroll webhooks", "financial … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-webhooks-events) |
+
+## Source: kazukinagata/shinkoku
+
+- Repository: [https://github.com/kazukinagata/shinkoku](https://github.com/kazukinagata/shinkoku) (commit `e610b30`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `settlement` | adjacent | This skill should be used when the user needs to perform year-end closing adjustments (決算整理), review financial statements (決算書), compute depreciation, or review their trial balance. Trigger phrases include: "決算", "決算整理", "決算書を作る", "減価償却", … | [source](https://github.com/kazukinagata/shinkoku/tree/e610b30/skills/settlement) |
+
+## Source: mohitagw15856/pm-claude-skills
+
+- Repository: [https://github.com/mohitagw15856/pm-claude-skills](https://github.com/mohitagw15856/pm-claude-skills) (commit `876fa30`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `product-health-analysis` | core | Interpret product metrics against goals and surface actionable signals. Use when asked to analyse product health, review key metrics, investigate a performance issue, produce a health report, or assess product-market fit signals. Produces … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-analytics/skills/product-health-analysis) |
+| `credit-memo` | core | Write a credit memo for a lending decision: borrower story, facility structure, repayment sources, financial-ratio spread with covenant headroom, risk factors with mitigants, risk-rating rationale, and a recommendation. Use when asked to … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-banking/skills/credit-memo) |
+| `substack-notes-scraper` | core | Scrapes a Substack Notes page and exports engagement data to a formatted .xlsx file. Use when asked to download, analyse, or export Substack Notes performance data including likes, comments, and restacks. Produces a formatted spreadsheet … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-writers/skills/substack-notes-scraper) |
+| `excel-model` | adjacent | Build a real, formula-driven Excel (.xlsx) model — not a static table. Use when asked to build an Excel model, a financial model, a budget/forecast spreadsheet, or any .xlsx with live formulas a user can edit. Produces an actual .xlsx file … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-documents/skills/excel-model) |
+| `financial-model-narrative` | adjacent | Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-finance/skills/financial-model-narrative) |
+| `financial-statement-explainer` | adjacent | Explain a financial statement (P&L, balance sheet, or cash flow) in plain English. Use when asked to explain a P&L / income statement, a balance sheet, a cash flow statement, or to make financials understandable to a non-finance reader. … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-accounting/skills/financial-statement-explainer) |
+
+## Source: nexu-io/open-design
+
+- Repository: [https://github.com/nexu-io/open-design](https://github.com/nexu-io/open-design) (commit `4b66023`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `finance-report` | adjacent | Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph. Use when the brief mentions "financial report", "Q3 report", "MRR review", "P&L", or "财报". | [source](https://github.com/nexu-io/open-design/tree/4b66023/design-templates/finance-report) |
+
+## Source: open-gitagent/opengap
+
+- Repository: [https://github.com/open-gitagent/opengap](https://github.com/open-gitagent/opengap) (commit `d7a8e2e`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `document-review` | adjacent | Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the … | [source](https://github.com/open-gitagent/opengap/tree/d7a8e2e/examples/full/skills/document-review) |
+
+## Source: vibeeval/vibecosystem
+
+- Repository: [https://github.com/vibeeval/vibecosystem](https://github.com/vibeeval/vibecosystem) (commit `cea9462`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `minimax-xlsx` | adjacent | Open, create, read, analyze, edit, or validate Excel/spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Use when the user asks to create, build, modify, analyze, read, validate, or format any Excel spreadsheet, financial model, pivot table, or … | [source](https://github.com/vibeeval/vibecosystem/tree/cea9462/skills/minimax-xlsx) |
+
+## Source: google/skills
+
+- Repository: [https://github.com/google/skills](https://github.com/google/skills) (commit `b15f327`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `bigquery-ai-ml` | adjacent | Leverages BigQuery's built-in machine learning and GenAI capabilities for advanced data analytics. Use when you need to write SQL queries that perform time-series forecasting, detect outliers, find key drivers, or leverage generative AI … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/bigquery-ai-ml) |
+| `agent-platform-alert-configuration` | adjacent | Configures best-practice alerting policies for Google Cloud Vertex AI / Agent Platform agents on Agent Runtime. Use when analyzing, writing, or deploying alerting policies to monitor agent latency, error rates, and quality metrics … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/agent-platform-alert-configuration) |
+| `bigquery-basics` | adjacent | Manages datasets, tables, and jobs in BigQuery. Use when you need to interact with BigQuery, run SQL queries, manage BigQuery resources (datasets, tables, views), or perform basic data ingestion and analysis. | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/bigquery-basics) |
+| `agent-platform-eval-flywheel` | adjacent | Measures and improves the quality of AI models and agents on Google Cloud using the Eval Quality Flywheel methodology. Use when evaluating an agent or model, building an eval dataset, picking or writing evaluation metrics, analyzing … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/agent-platform-eval-flywheel) |
+| `alloydb-basics` | adjacent | Manages clusters, instances, and backups for AlloyDB for PostgreSQL, and integrates with AlloyDB model context protocol (MCP) tools for automated database operations. | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/alloydb-basics) |
+| `bigtable-basics` | adjacent | Assists in provisioning instances/tables, designing performant schemas, and querying data in Bigtable. Use when designing Bigtable row keys, configuring column families, writing SQL queries or client library code (Java, Go, Python) for … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/bigtable-basics) |
+| `cloud-sql-basics` | adjacent | This file generates or explains Cloud SQL resources. Use this file when the user asks to create a Cloud SQL instance or database for MySQL, PostgreSQL, or SQL Server. Cloud SQL manages third-party MySQL, PostgreSQL, and SQL Server … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/cloud-sql-basics) |
+| `datalineage-bigquery-asset-impact-analysis` | adjacent | Analyzes the downstream impact (blast radius) when a BigQuery table or view is broken, stale, or modified. Identifies all downstream tables, dashboards, and processes that will be affected. Use when: - Performing a blast radius or impact … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/datalineage-bigquery-asset-impact-analysis) |
+| `gke-observability` | adjacent | Configures GKE observability, including Cloud Logging, Cloud Monitoring, and managed Prometheus. Use when configuring GKE monitoring, setting up GKE logging, or configuring Prometheus metrics collection. Don't use to configure local … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/gke-observability) |
+| `google-analytics-admin-api-basics` | adjacent | Manages Google Analytics account and property settings, enables the Analytics Admin API via the Cloud CLI, lists accounts and properties, and manages data streams, custom dimensions, conversion events, and integrations. Use when you need … | [source](https://github.com/google/skills/tree/b15f327/skills/analytics/google-analytics-admin-api-basics) |
+| `google-analytics-data-api-basics` | adjacent | Manages Google Analytics reporting data, enables the Analytics Data API via the Cloud CLI, and creates reports using the Google Analytics Data API (v1beta). Use when you need to interact with Google Analytics properties, run customized … | [source](https://github.com/google/skills/tree/b15f327/skills/analytics/google-analytics-data-api-basics) |
+| `google-cloud-networking-observability` | adjacent | Investigates Google Cloud networking issues by analyzing logs, metrics, and diagnostics. Use when investigating VPC Flow Logs (including cost estimation), NAT, firewall, or threat logs, querying latency and throughput metrics, or running … | [source](https://github.com/google/skills/tree/b15f327/skills/cloud/google-cloud-networking-observability) |
+
+## Source: NVIDIA/skills
+
+- Repository: [https://github.com/NVIDIA/skills](https://github.com/NVIDIA/skills) (commit `153b14b`, retrieved 2026-07-14)
+- License: CC-BY-4.0 (skills/docs), Apache-2.0 (code)
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `deepstream-dev` | adjacent | NVIDIA DeepStream SDK 9.0 development with Python pyservicemaker API. Use when building video analytics pipelines, GStreamer-based video processing, TensorRT inference integration, object detection/tracking, or Kafka/message broker … | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/deepstream-dev) |
+| `nemo-evaluator-plugin` | adjacent | Use when working on the Evaluator plugin CLI, jobs, SDK-backed specs, metric types, or plugin-owned Evaluator skills. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/nemo-evaluator-plugin) |
+| `nv-reason-cxr` | adjacent | Used for command-shape or live NV-Reason-CXR chest X-ray reasoning smoke tests. Not for diagnosis or clinical reporting. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/nv-reason-cxr) |
+| `tao-train-depth-anything-v2` | adjacent | Monocular depth estimation using Metric Depth Anything v2 or Relative Depth Anything architectures. Predicts per-pixel depth from single RGB images. Use when training, evaluating, exporting, or running inference for a TAO monocular depth … | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/tao-train-depth-anything-v2) |
+| `tao-train-metric-learning-recognition` | adjacent | Metric-learning recognition (ml-recog) for fine-grained visual recognition. Learns embeddings for retrieval-based matching (e.g., retail product recognition) using triplet / contrastive losses. Use when training, evaluating, exporting, or … | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/tao-train-metric-learning-recognition) |
+| `tao-train-reid` | adjacent | Person re-identification (ReID). Learns discriminative embeddings to match the same person across different camera views, based on metric learning. Use when training, evaluating, exporting, or running inference for a TAO person … | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/tao-train-reid) |
+| `vss-generate-video-calibration` | adjacent | Use to run AutoMagicCalib on local MP4s, RTSP, or the bundled sample dataset, and to deploy vss-auto-calibration when needed. Do not use for non-AMC calibration or runtime analytics. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-generate-video-calibration) |
+| `vss-generate-video-report` | adjacent | Use this skill when producing a VSS analysis report — Mode A per-clip VLM, Mode B incident-range via video-analytics. Not for standalone video summarization, real-time alerts or ad-hoc Q&A. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-generate-video-report) |
+| `vss-manage-alerts` | adjacent | Use for VSS alert workflows — real-time monitoring, Alert-Bridge subscriptions, Slack notifications, incident queries, camera onboarding. Not for non-alert analytics. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-manage-alerts) |
+| `vss-query-analytics` | adjacent | Use this skill when reading video-analytics metrics, incidents, alerts, and sensor data via the VA-MCP server (port 9901). Not for live VLM or incident-range narrative reports. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-query-analytics) |
+| `vss-setup-behavior-analytics` | adjacent | Use to deploy the vss-behavior-analytics service standalone (entrypoint, config-source, optional calibration). Not for the full warehouse deploy. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-setup-behavior-analytics) |
+| `vss-setup-video-analytics-api` | adjacent | Use to deploy the vss-video-analytics-api REST service standalone (config-source, data-log bind, Elasticsearch, optional Kafka). Not for full warehouse deploy. | [source](https://github.com/NVIDIA/skills/tree/153b14b/skills/vss-setup-video-analytics-api) |
+
+## Source: phuryn/pm-skills
+
+- Repository: [https://github.com/phuryn/pm-skills](https://github.com/phuryn/pm-skills) (commit `18468a9`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `cohort-analysis` | adjacent | Perform cohort analysis on user engagement data — retention curves, feature adoption trends, and segment-level insights. Use when analyzing user retention by cohort, studying feature adoption over time, investigating churn patterns, or … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-data-analytics/skills/cohort-analysis) |
+| `gtm-strategy` | adjacent | Create a go-to-market strategy covering marketing channels, messaging, success metrics, and launch timeline. Use when planning a product launch, creating a GTM plan from scratch, or defining a launch strategy for a new market. | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-go-to-market/skills/gtm-strategy) |
+| `lean-canvas` | adjacent | Generate a Lean Canvas with problem, solution, metrics, cost structure, UVP, unfair advantage, channels, segments, and revenue. Use when exploring a lean startup canvas, testing a business hypothesis, or modeling a new venture. | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-product-strategy/skills/lean-canvas) |
+| `north-star-metric` | adjacent | Define a North Star Metric and 3-5 supporting input metrics that form a metrics constellation. Classify the business game (Attention, Transaction, Productivity) and validate against 7 criteria for an effective North Star. Use when choosing … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-marketing-growth/skills/north-star-metric) |
+| `ab-test-analysis` | adjacent | Analyze A/B test results with statistical significance, sample size validation, confidence intervals, and ship/extend/stop recommendations. Use when evaluating experiment results, checking if a test reached significance, interpreting split … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-data-analytics/skills/ab-test-analysis) |
+| `dummy-dataset` | adjacent | Generate realistic dummy datasets for testing with customizable columns, constraints, and output formats (CSV, JSON, SQL, Python script). Use when creating test data, building mock datasets, or generating sample data for development and … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-execution/skills/dummy-dataset) |
+| `metrics-dashboard` | adjacent | Define and design a product metrics dashboard with key metrics, data sources, visualization types, and alert thresholds. Use when creating a metrics dashboard, defining KPIs, setting up product analytics, or building a data monitoring plan. | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-product-discovery/skills/metrics-dashboard) |
+| `product-strategy` | adjacent | Create a comprehensive product strategy using the 9-section Product Strategy Canvas — vision, segments, costs, value propositions, trade-offs, metrics, growth, capabilities, and defensibility. Use when building a product strategy, creating … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-product-strategy/skills/product-strategy) |
+| `sql-queries` | adjacent | Generate SQL queries from natural language descriptions. Supports BigQuery, PostgreSQL, MySQL, and other dialects. Reads database schemas from uploaded diagrams or documentation. Use when writing SQL, building data reports, exploring … | [source](https://github.com/phuryn/pm-skills/tree/18468a9/pm-data-analytics/skills/sql-queries) |
--- a/references/profile.md
+++ b/references/profile.md
@@ -0,0 +1,21 @@
+# Occupation profile — dividend analyst
+
+- **ESCO URI:** http://data.europa.eu/esco/occupation/dfa51b4d-0929-4885-b682-29e375c6b52c
+- **ESCO code:** 2411.1.6
+- **ISCO-08 group:** 2411 — Accountants
+
+## Description (ESCO)
+
+Dividend analysts calculate and allocate dividends and interest incomes of a company's earnings to a category of its shareholders. They assess business systems and processes in order to identify user needs and to deliver appropriate solutions. They also undertake dividend forecasts on amounts and payment schedules and identify potential risks, based on their financial and market price expertise.
+
+## Definition
+
+nan
+
+## Alternative labels
+
+- dividends clerk
+- dividend and coupon analyst
+- dividend calculation clerk
+- dividends analyst
+- dividend clerk
--- a/references/skills.md
+++ b/references/skills.md
@@ -0,0 +1,38 @@
+# Competences — dividend analyst
+
+Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/dfa51b4d-0929-4885-b682-29e375c6b52c).
+
+## Essential
+
+- **actuarial science** (knowledge)
+- **analyse business plans** (skill/competence)
+- **analyse financial performance of a company** (skill/competence)
+- **analyse financial risk** (skill/competence)
+- **analyse market financial trends** (skill/competence)
+- **business valuation techniques** (knowledge)
+- **calculate dividends** (skill/competence)
+- **financial forecasting** (knowledge)
+- **financial markets** (knowledge)
+- **forecast dividend trends** (skill/competence)
+- **liaise with shareholders** (skill/competence)
+- **maintain financial records** (skill/competence)
+- **maintain register of shareholders** (skill/competence)
+- **monitor stock market** (skill/competence)
+- **perform stock valuation** (skill/competence)
+- **stock market** (knowledge)
+
+## Optional
+
+- conduct financial audits (skill/competence)
+- create a financial plan (skill/competence)
+- financial statements (knowledge)
+- handle financial transactions (skill/competence)
+- interpret financial statements (skill/competence)
+- make strategic business decisions (skill/competence)
+- manage financial risk (skill/competence)
+- modern portfolio theory (knowledge)
+- obtain financial information (skill/competence)
+- provide support in financial calculation (skill/competence)
+- review investment portfolios (skill/competence)
+- synthesise financial information (skill/competence)
+- trace financial transactions (skill/competence)
--- a/references/tasks.md
+++ b/references/tasks.md
@@ -0,0 +1,63 @@
+# Tasks & work activities — dividend analyst
+
+Source: O*NET 30.3, occupation 13-2011.00 (Accountants and Auditors) — manual nearest-occupation mapping via ISCO group 2411; the official ESCO crosswalk has no entry for this ESCO occupation.
+
+## Task statements
+
+- **[Core]** Prepare detailed reports on audit findings.
+- **[Core]** Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
+- **[Core]** Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
+- **[Core]** Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
+- **[Core]** Supervise auditing of establishments, and determine scope of investigation required.
+- **[Core]** Confer with company officials about financial and regulatory matters.
+- **[Core]** Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
+- **[Core]** Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.
+- **[Core]** Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
+- **[Core]** Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
+- **[Core]** Prepare adjusting journal entries.
+- **[Core]** Review accounts for discrepancies and reconcile differences.
+- **[Core]** Establish tables of accounts and assign entries to proper accounts.
+- **[Core]** Examine inventory to verify journal and ledger entries.
+- **[Core]** Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
+- **[Core]** Report to management regarding the finances of establishment.
+- **[Core]** Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
+- **[Core]** Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.
+- **[Core]** Examine whether the organization's objectives are reflected in its management activities, and whether employees understand the objectives.
+- **[Core]** Audit payroll and personnel records to determine unemployment insurance premiums, workers' compensation coverage, liabilities, and compliance with tax laws.
+- **[Supplemental]** Review taxpayer accounts, and conduct audits on-site, by correspondence, or by summoning taxpayer to office.
+- **[Supplemental]** Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.
+- **[Supplemental]** Advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans.
+- **[Supplemental]** Direct activities of personnel engaged in filing, recording, compiling, and transmitting financial records.
+- **[Supplemental]** Conduct pre-implementation audits to determine if systems and programs under development will work as planned.
+- **[nan]** Develop, maintain, or analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
+- **[nan]** Prepare, analyze, or verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
+- **[nan]** Process invoices for payment.
+- **[nan]** Review data about material assets, net worth, liabilities, capital stock, surplus, income, or expenditures.
+
+## Detailed work activities
+
+- Advise others on business or operational matters.
+- Advise others on financial matters.
+- Advise others on human resources topics.
+- Analyze budgetary or accounting data.
+- Analyze business or financial data.
+- Analyze financial information.
+- Assess financial status of clients.
+- Calculate tax information.
+- Collect evidence for legal proceedings.
+- Conduct financial or regulatory audits.
+- Coordinate regulatory documentation activities.
+- Develop business or financial information systems.
+- Discuss business strategies, practices, or policies with managers.
+- Evaluate effectiveness of personnel policies or practices.
+- Examine financial records or processes.
+- Examine financial records.
+- Investigate legal issues.
+- Oversee business processes.
+- Pay charges, fees, or taxes.
+- Prepare financial documents, reports, or budgets.
+- Prepare financial documents.
+- Prepare operational budgets.
+- Report information to managers or other personnel.
+- Verify accuracy of financial information.
+- Verify accuracy of records.
--- a/references/tools.md
+++ b/references/tools.md
@@ -0,0 +1,243 @@
+# Tools & technology — dividend analyst
+
+Source: O*NET 30.3, occupation 13-2011.00 (Accountants and Auditors) — manual nearest-occupation mapping via ISCO group 2411; the official ESCO crosswalk has no entry for this ESCO occupation.
+
+| Software | Category | Hot technology |
+|---|---|---|
+| Adobe Acrobat | Document management software | yes |
+| Alteryx software | Business intelligence and data analysis software | yes |
+| Epic Systems | Medical software | yes |
+| Google Docs | Word processing software | yes |
+| Google Sheets | Spreadsheet software | yes |
+| IBM SPSS Statistics | Analytical or scientific software | yes |
+| Intuit QuickBooks | Accounting software | yes |
+| Intuit TurboTax | Tax preparation software | yes |
+| MEDITECH software | Medical software | yes |
+| Microsoft Access | Data base user interface and query software | yes |
+| Microsoft Excel | Spreadsheet software | yes |
+| Microsoft Office software | Office suite software | yes |
+| Microsoft Outlook | Electronic mail software | yes |
+| Microsoft PowerPoint | Presentation software | yes |
+| Microsoft Project | Project management software | yes |
+| Microsoft SharePoint | Document management software | yes |
+| Microsoft SQL Server | Data base user interface and query software | yes |
+| Microsoft Visio | Process mapping and design software | yes |
+| Microsoft Visual Basic | Development environment software | yes |
+| Microsoft Visual Basic for Applications VBA | Development environment software | yes |
+| Microsoft Windows | Operating system software | yes |
+| Microsoft Word | Word processing software | yes |
+| Oracle Database | Data base user interface and query software | yes |
+| Oracle PeopleSoft | Enterprise resource planning ERP software | yes |
+| Oracle Primavera Enterprise Project Portfolio Management | Project management software | yes |
+| R | Object or component oriented development software | yes |
+| Salesforce software | Customer relationship management CRM software | yes |
+| SAP Concur | Accounting software | yes |
+| SAP software | Enterprise resource planning ERP software | yes |
+| SAS | Analytical or scientific software | yes |
+| Structured query language SQL | Data base user interface and query software | yes |
+| Swift | Object or component oriented development software | yes |
+| Tableau | Business intelligence and data analysis software | yes |
+| Teradata Database | Data base management system software | yes |
+| UNIX | Operating system software | yes |
+| Workday software | Enterprise resource planning ERP software | yes |
+| Yardi software | Data base user interface and query software | yes |
+| 1099 ProsSoftware | Tax preparation software |  |
+| Abacus Tax | Tax preparation software |  |
+| Accountants Templates JAZZ-It! | Enterprise resource planning ERP software |  |
+| Accounting compliance software | Compliance software |  |
+| Accounting fraud detection software | Financial analysis software |  |
+| Accounts payable software | Accounting software |  |
+| Accounts receivable software | Accounting software |  |
+| ACCUCert | Compliance software |  |
+| Accurate NXG | Accounting software |  |
+| ACL Audit Exchange | Analytical or scientific software |  |
+| ACL Business Assurance Analytics | Financial analysis software |  |
+| AcornSystems Corporate Performance Management | Enterprise resource planning ERP software |  |
+| AcorynSystems Activity Based Costing/Management ABC/M | Accounting software |  |
+| AdaptaSoft CyberPay | Accounting software |  |
+| ADP Super Report Writer | Data base reporting software |  |
+| ADP Workforce Now | Human resources software |  |
+| Advanced Micro Systems 1099-Etc | Tax preparation software |  |
+| American Riviera Magtax | Tax preparation software |  |
+| Apache Solr | Data base management system software |  |
+| Arbutus Analyzer | Analytical or scientific software |  |
+| Asset management software | Inventory management software |  |
+| ATX Total Accounting Office | Accounting software |  |
+| ATX Total Engagement Office | Accounting software |  |
+| ATX Total Tax Office | Tax preparation software |  |
+| Audit management software | Financial analysis software |  |
+| Audit planning and control environment software | Financial analysis software |  |
+| AuditWare CaseWare Examiner | Financial analysis software |  |
+| AuditWare financial reporting and auditing software | Financial analysis software |  |
+| Automated auditors fraud detector software | Financial analysis software |  |
+| Automation Counselors municiPAL | Accounting software |  |
+| Avalara AvaTax ST | Tax preparation software |  |
+| Best MIP Fund Accounting | Accounting software |  |
+| Best Software CPAPayroll | Data base user interface and query software |  |
+| Bi3 Audit Intelligence | Compliance software |  |
+| Bi3 Financial Statement Fraud Analysis | Financial analysis software |  |
+| Billing software | Billing and invoicing software |  |
+| BizBench | Financial analysis software |  |
+| Blackbaud The Raiser's Edge | Customer relationship management CRM software |  |
+| BNA Corporate Tax Audit Analyzer | Financial analysis software |  |
+| BNA Estate and Gift Tax Suite | Tax preparation software |  |
+| BNA Income Tax Planning Solutions | Tax preparation software |  |
+| BNA Sales and Use Tax Rates and Forms | Tax preparation software |  |
+| Brentmark Estate Planning Quickview | Financial analysis software |  |
+| Cammack Computations Inter-Est | Financial analysis software |  |
+| Cartesis ES Magnitude | Enterprise resource planning ERP software |  |
+| Cartesis Magnitude iAnalysis | Financial analysis software |  |
+| CaseWare International IDEA | Financial analysis software |  |
+| CaseWare International IDEA SmartAnalyzer | Financial analysis software |  |
+| CaseWare Working Papers | Financial analysis software |  |
+| CashFlow Guardian | Financial analysis software |  |
+| CCH ProSystem fx TAX | Tax preparation software |  |
+| CCIS AccountAbility | Accounting software |  |
+| Cebos MQ1 Audit System | Financial analysis software |  |
+| Choice Technologies PowerBill + | Billing and invoicing software |  |
+| Client billing software | Billing and invoicing software |  |
+| Corel WordPerfect Office Suite | Office suite software |  |
+| Corporate Responsibility System Technologies Limited Compliance Positioning System | Compliance software |  |
+| Cost accounting software | Accounting software |  |
+| CPSI EHR System | Human resources software |  |
+| Creative Solutions UltraTax 1040 | Tax preparation software |  |
+| CYMA IV Accounting for Windows | Accounting software |  |
+| D'Arcangelo Galileo | Financial analysis software |  |
+| Data entry software | Data base user interface and query software |  |
+| Data extraction software | Data mining software |  |
+| Database software | Data base user interface and query software |  |
+| Datavantage | Financial analysis software |  |
+| Delphi Technology | Financial analysis software |  |
+| Digital analysis tests and statistics DATAS for Excel | Financial analysis software |  |
+| Digital analysis tests and statistics DATAS for SAS | Financial analysis software |  |
+| Document management system software | Document management software |  |
+| Eko | Desktop communications software |  |
+| Estate planning software | Financial analysis software |  |
+| Evron Computer Systems SAGE PFW (Platinum For Windows) | Accounting software |  |
+| Exact Software Macola ES | Enterprise resource planning ERP software |  |
+| eXtensible Business Reporting Language XBRL | Development environment software |  |
+| FileMaker Pro | Data base user interface and query software |  |
+| Financial Competence | Financial analysis software |  |
+| Financial reporting software | Accounting software |  |
+| Financial statement software | Accounting software |  |
+| Fixed-assets depreciation software | Financial analysis software |  |
+| FRx Software Microsoft FRx | Accounting software |  |
+| Fund accounting software | Accounting software |  |
+| General ledger software | Accounting software |  |
+| Google Slides | Presentation software |  |
+| Guidance Software EnCase Enterprise | Analytical or scientific software |  |
+| H&R Block Tax | Tax preparation software |  |
+| Healthcare common procedure coding system HCPCS | Medical software |  |
+| Heron CrossTie General Ledger | Accounting software |  |
+| Human resource management software HRMS | Human resources software |  |
+| IAD Audit Leverage | Financial analysis software |  |
+| IBM Cognos Impromptu | Business intelligence and data analysis software |  |
+| IBM Notes | Electronic mail software |  |
+| IBM Power Systems software | Enterprise system management software |  |
+| IDMS Account Ability | Tax preparation software |  |
+| Income tax return preparation software | Tax preparation software |  |
+| InformationActive ActiveData for Excel | Financial analysis software |  |
+| Intellitax financial solutions software | Tax preparation software |  |
+| Internal audit software | Financial analysis software |  |
+| Intrax ProcedureNet | Compliance software |  |
+| Intuit Lacerte | Tax preparation software |  |
+| Intuit ProSeries | Tax preparation software |  |
+| Invoice software | Billing and invoicing software |  |
+| Iron Mountain Accutrac records management software | Document management software |  |
+| Kirix ProffiPoint | Financial analysis software |  |
+| KPB Associates TaxStream | Tax preparation software |  |
+| Lawson ERP | Enterprise resource planning ERP software |  |
+| Lead Activity Analyzer | Accounting software |  |
+| Lead Business Analyzer | Accounting software |  |
+| LexisNexis | Information retrieval or search software |  |
+| Lumigent Entegra | Compliance software |  |
+| Medical condition coding software | Medical software |  |
+| Medical procedure coding software | Medical software |  |
+| MethodWare ProAudit Advisor | Financial analysis software |  |
+| Micronetics Xpert Write-up | Accounting software |  |
+| Microsoft Dynamics | Enterprise resource planning ERP software |  |
+| Microsoft Dynamics GP | Enterprise resource planning ERP software |  |
+| Microsoft Dynamics NAV | Enterprise resource planning ERP software |  |
+| Microsoft Dynamics SL | Enterprise resource planning ERP software |  |
+| Microsoft Exchange | Electronic mail software |  |
+| Microsoft FRx | Financial analysis software |  |
+| Microsoft OneNote | Word processing software |  |
+| Microsoft Publisher | Desktop publishing software |  |
+| Microsoft Works | Office suite software |  |
+| MRO Audit Tracker | Financial analysis software |  |
+| Multiview Accounts Receivable | Accounting software |  |
+| NetSuite ERP | Enterprise resource planning ERP software |  |
+| New Millennium Communications Genesis Accounting | Accounting software |  |
+| NewPortWave Year End Solutions | Tax preparation software |  |
+| NortonLifeLock cybersecurity software | Transaction security and virus protection software |  |
+| OmniRIM Records Management Suite | Document management software |  |
+| Oracle Business Intelligence Enterprise Edition | Business intelligence and data analysis software |  |
+| Oracle E-Business Suite Financials | Financial analysis software |  |
+| Oracle Fusion Applications | Enterprise resource planning ERP software |  |
+| Oracle Hyperion | Enterprise resource planning ERP software |  |
+| Oracle JD Edwards EnterpriseOne | Enterprise resource planning ERP software |  |
+| Oracle PeopleSoft Financials | Enterprise resource planning ERP software |  |
+| OSI TrustWise | Financial analysis software |  |
+| Paisley AutoAudit | Financial analysis software |  |
+| Paisley Cardmap | Compliance software |  |
+| Paisley Focus Control Assurance | Compliance software |  |
+| Paisley IssueTrack | Financial analysis software |  |
+| Paisley RiskNavigator | Compliance software |  |
+| Palisade @Risk | Financial analysis software |  |
+| Payroll software | Time accounting software |  |
+| Pentana audit work system PAWS | Financial analysis software |  |
+| Pleier Audit Management System | Financial analysis software |  |
+| Practice management software PMS | Data base user interface and query software |  |
+| PricewaterhouseCoopers TeamMate | Financial analysis software |  |
+| Pro Systems Client Write-Up System for Windows | Accounting software |  |
+| Profit Developers Electronic File Interchange | Accounting software |  |
+| PROPHIX Enterprise | Accounting software |  |
+| Qlik Tech QlikView | Business intelligence and data analysis software |  |
+| Recovery audit software | Financial analysis software |  |
+| Roundtable Software Advantage Accounting System | Accounting software |  |
+| RSM McGladrey Advanced Practice Solutions Paperless Audit | Financial analysis software |  |
+| RSM McGladrey Auditor Assistant | Financial analysis software |  |
+| Sage 300 Construction and Real Estate | Data base user interface and query software |  |
+| Sage 50 Accounting | Accounting software |  |
+| Sage BusinessWorks | Accounting software |  |
+| Sage CPAAccounts Payable | Accounting software |  |
+| Sage CPAAccounts Receivable | Accounting software |  |
+| Sage CPAClient Checkbook | Accounting software |  |
+| Sage CPADocument Manager | Document management software |  |
+| Sage EDP Payroll Tax | Compliance software |  |
+| Sage ERP Accpac | Enterprise resource planning ERP software |  |
+| Sage HandiSoft HandiLedger | Compliance software |  |
+| Sage HRMS | Human resources software |  |
+| Sage MAS 200 ERP | Enterprise resource planning ERP software |  |
+| Sage MAS 500 | Financial analysis software |  |
+| Sage Platinum for Windows PFW | Enterprise resource planning ERP software |  |
+| Sageworks ProfitCents | Accounting software |  |
+| Sampson Data Pattern Index software | Financial analysis software |  |
+| SAP Business Objects | Enterprise resource planning ERP software |  |
+| SAP BusinessObjects Data Integrator | Enterprise application integration software |  |
+| SAP Crystal Reports | Data base reporting software |  |
+| Softrax Revenue Management | Accounting software |  |
+| Solutions Technology & Software HR Premier | Financial analysis software |  |
+| Star Software Fixed Asset Depreciation | Financial analysis software |  |
+| Star Software Materiality Calculator | Financial analysis software |  |
+| Summit Software Summit Biofuels Accounting | Accounting software |  |
+| Sync Essentials Trade Accountant | Financial analysis software |  |
+| Tax compliance property tax management software | Compliance software |  |
+| Tax software | Accounting software |  |
+| TechSmith Camtasia | Video creation and editing software |  |
+| Thomson Creative Solutions Engagement CS | Financial analysis software |  |
+| Thomson Creative Solutions Financial Analysis CS | Financial analysis software |  |
+| Thomson GoSystem Tax | Tax preparation software |  |
+| Thomson PPC e-Tools Suite | Financial analysis software |  |
+| Thomson Reuters Risk Management | Risk management data and analysis software |  |
+| TimeValue software | Financial analysis software |  |
+| TopCAATs | Financial analysis software |  |
+| TrendTracker Compliance Solution | Compliance software |  |
+| Tropics workers' compensation software | Financial analysis software |  |
+| Tumbleweed SecureTransport | Transaction server software |  |
+| UA Business Software Professional Edition | Accounting software |  |
+| Universal Tax Systems TaxWise | Tax preparation software |  |
+| WizSoft WizRule | Analytical or scientific software |  |
+| WizSoft WizWhy | Data mining software |  |
+| WorkForce Software EmpCenter Time and Attendance | Time accounting software |  |
+| Yardi Systems Yardi Enterprise | Data base user interface and query software |  |