feat: financial-planner skill package v0.1.0

2026-08-14 17:20:06 +02:00
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--- a/PROVENANCE.md
+++ b/PROVENANCE.md
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+# Data provenance — financial-planner
+
+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':'#ff355e','pie4':'#d97757','pie5':'#8e24aa','pie6':'#00acc1','pieOuterStrokeWidth':'0px','pieSectionTextColor':'#fff'}}}%%
+pie showData
+    title Content sources — financial-planner
+    "ESCO (occupation & competences)" : 68
+    "O*NET (tasks & tools)" : 139
+    "Job boards (market evidence)" : 103
+    "Anthropic official Claude skills" : 6
+    "External AI skill packs (mapped)" : 182
+    "Stack Exchange practitioner Q&A (CC-BY-SA)" : 150
+```
+
+| Source | Items | Share | Files |
+|---|---|---|---|
+| ESCO (occupation & competences) | 68 | 10.5 % | references/profile.md, references/skills.md |
+| O*NET (tasks & tools) | 139 | 21.5 % | references/tasks.md, references/tools.md |
+| Job boards (market evidence) | 103 | 15.9 % | 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 | 0.9 % | references/ai-skills.md, section "anthropics/skills" (official Claude Code skills) |
+| External AI skill packs (mapped) | 182 | 28.1 % | references/ai-skills.md (per-source attribution inside) |
+| Stack Exchange practitioner Q&A (CC-BY-SA) | 150 | 23.1 % | 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 +1,73 @@
+---
+name: financial-planner
+description: "Occupational skill for the role 'financial planner' (also: financial adviser, personal banker, independent financial adviser, financial planning practitioner, personal financial adviser, personal financial planner). Use when the user asks for typical financial planner work such as: Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.; Answer clients' questions about the purposes and details of financial plans and strategies.; Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan."
+---
+
+# Financial Planner
+
+Financial planners assist people with various personal financial issues and specialize in areas such as retirement, investment, risk management, insurance, and tax planning; they advise clients on strategies tailored to their individual needs. Maintaining a customer-oriented approach and adhering to ethical standards, they also ensure the accuracy of bank and other financial records.
+
+## Core workflow
+
+1. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
+2. Answer clients' questions about the purposes and details of financial plans and strategies.
+3. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
+4. Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
+5. Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
+6. Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
+7. Contact clients periodically to determine any changes in their financial status.
+8. Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
+
+## 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 (tiered, per-source attribution).
+- See [references/practitioner-qa.md](references/practitioner-qa.md) — curated Stack Exchange practitioner Q&A (per-entry attribution, CC-BY-SA 4.0).
+
+## Key competences (essential)
+
+- advise on financial matters
+- analyse the credit history of potential customers
+- apply technical communication skills
+- assess risks of clients' assets
+- banking activities
+- budget for financial needs
+- create a financial plan
+- customer service
+- economics
+- financial forecasting
+- financial markets
+- handle financial transactions
+- identify customer's needs
+- interpret financial statements
+- investment analysis
+- maintain credit history of clients
+- modern portfolio theory
+- obtain financial information
+- offer financial services
+- provide financial product information
+- provide support in financial calculation
+- review investment portfolios
+- synthesise financial information
+
+
+<!-- hot-tech -->
+
+## Hot technologies
+
+Top tools from 53 gated job ads (see references/market.md, as of 2026-07-11):
+
+- eMoney — 13 %
+- Microsoft Excel — 11 %
+- CRM systems — 6 %
+- Microsoft Word — 6 %
+- Schwab — 6 %
+
+<!-- hot-tech -->
+
+---
+*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/21de0f3b-a71a-4263-a9ba-90c5f3721b4d), O*NET 30.3 (13-2052.00). See manifest.json for licensing/attribution.*
+*O*NET nearest match: 13-2052.00 Personal Financial Advisors (proxy — no exact O*NET occupation exists).*
--- a/manifest.json
+++ b/manifest.json
@@ -0,0 +1,286 @@
+{
+  "name": "financial-planner",
+  "title": "financial planner",
+  "version": "0.1.0",
+  "layer": "core",
+  "language": "en",
+  "generated": "2026-07-10",
+  "ids": {
+    "esco_uri": "http://data.europa.eu/esco/occupation/21de0f3b-a71a-4263-a9ba-90c5f3721b4d",
+    "esco_code": "2412.4",
+    "isco_group": "2412",
+    "onet_soc": "13-2052.00",
+    "crosswalk_match": "exactMatch"
+  },
+  "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": 21,
+    "dwas": 15,
+    "skills_essential": 23,
+    "skills_optional": 44,
+    "software": 102
+  },
+  "collar": "white",
+  "computer_work": true,
+  "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
+      },
+      "alirezarezvani/claude-skills": {
+        "repo": "https://github.com/alirezarezvani/claude-skills",
+        "commit": "0241f43",
+        "license": "MIT",
+        "skills": 5
+      },
+      "brycewang-stanford/Auto-Empirical-Research-Skills": {
+        "repo": "https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills",
+        "commit": "85bf545",
+        "license": "CC-BY-4.0",
+        "skills": 2
+      },
+      "jeremylongshore/claude-code-plugins-plus-skills": {
+        "repo": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills",
+        "commit": "e112938a",
+        "license": "MIT",
+        "skills": 9
+      },
+      "kazukinagata/shinkoku": {
+        "repo": "https://github.com/kazukinagata/shinkoku",
+        "commit": "e610b30",
+        "license": "MIT",
+        "skills": 1
+      },
+      "a5c-ai/babysitter": {
+        "repo": "https://github.com/a5c-ai/babysitter",
+        "commit": "44a5d58b",
+        "license": "MIT",
+        "skills": 8
+      },
+      "davepoon/buildwithclaude": {
+        "repo": "https://github.com/davepoon/buildwithclaude",
+        "commit": "3c94e0c",
+        "license": "MIT",
+        "skills": 3
+      },
+      "affaan-m/everything-claude-code": {
+        "repo": "https://github.com/affaan-m/everything-claude-code",
+        "commit": "ed38744",
+        "license": "MIT",
+        "skills": 1
+      },
+      "AgriciDaniel/claude-ads": {
+        "repo": "https://github.com/AgriciDaniel/claude-ads",
+        "commit": "669c760",
+        "license": "MIT",
+        "skills": 2
+      },
+      "open-gitagent/opengap": {
+        "repo": "https://github.com/open-gitagent/opengap",
+        "commit": "d7a8e2e",
+        "license": "MIT",
+        "skills": 1
+      },
+      "mohitagw15856/pm-claude-skills": {
+        "repo": "https://github.com/mohitagw15856/pm-claude-skills",
+        "commit": "876fa30",
+        "license": "MIT",
+        "skills": 7
+      },
+      "vibeeval/vibecosystem": {
+        "repo": "https://github.com/vibeeval/vibecosystem",
+        "commit": "cea9462",
+        "license": "MIT",
+        "skills": 1
+      },
+      "K-Dense-AI/claude-scientific-skills": {
+        "repo": "https://github.com/K-Dense-AI/claude-scientific-skills",
+        "commit": "4d97e29",
+        "license": "MIT",
+        "skills": 1
+      },
+      "K-Dense-AI/scientific-agent-skills": {
+        "repo": "https://github.com/K-Dense-AI/scientific-agent-skills",
+        "commit": "4d97e29",
+        "license": "MIT",
+        "skills": 1
+      },
+      "foryourhealth111-pixel/Vibe-Skills": {
+        "repo": "https://github.com/foryourhealth111-pixel/Vibe-Skills",
+        "commit": "34429a8",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "himself65/finance-skills": {
+        "repo": "https://github.com/himself65/finance-skills",
+        "commit": "87f688e",
+        "license": "MIT",
+        "skills": 1
+      },
+      "harperreed/dotfiles": {
+        "repo": "https://github.com/harperreed/dotfiles",
+        "commit": "6b5ced1",
+        "license": "MIT",
+        "skills": 1
+      },
+      "davila7/claude-code-templates": {
+        "repo": "https://github.com/davila7/claude-code-templates",
+        "commit": "fa79251",
+        "license": "MIT",
+        "skills": 4
+      },
+      "microsoft/skills": {
+        "repo": "https://github.com/microsoft/skills",
+        "commit": "dc543aa",
+        "license": "MIT",
+        "skills": 1
+      },
+      "nexscope-ai/eCommerce-Skills": {
+        "repo": "https://github.com/nexscope-ai/eCommerce-Skills",
+        "commit": "56f3288",
+        "license": "MIT",
+        "skills": 3
+      },
+      "mukul975/Anthropic-Cybersecurity-Skills": {
+        "repo": "https://github.com/mukul975/Anthropic-Cybersecurity-Skills",
+        "commit": "673da1f",
+        "license": "Apache-2.0",
+        "skills": 3
+      },
+      "ahacker-1/cre-agent-skills": {
+        "repo": "https://github.com/ahacker-1/cre-agent-skills",
+        "commit": "618734e",
+        "license": "Apache-2.0",
+        "skills": 4
+      },
+      "indranilbanerjee/digital-marketing-pro": {
+        "repo": "https://github.com/indranilbanerjee/digital-marketing-pro",
+        "commit": "a3d119c",
+        "license": "MIT",
+        "skills": 2
+      },
+      "JasonColapietro/suede-creator-skills": {
+        "repo": "https://github.com/JasonColapietro/suede-creator-skills",
+        "commit": "0dc2aef",
+        "license": "MIT",
+        "skills": 1
+      },
+      "jezweb/claude-skills": {
+        "repo": "https://github.com/jezweb/claude-skills",
+        "commit": "e875a6b",
+        "license": "MIT",
+        "skills": 1
+      },
+      "samber/cc-skills-golang": {
+        "repo": "https://github.com/samber/cc-skills-golang",
+        "commit": "4881c01",
+        "license": "MIT",
+        "skills": 1
+      },
+      "nowork-studio/NotFair": {
+        "repo": "https://github.com/nowork-studio/NotFair",
+        "commit": "99bda4b",
+        "license": "MIT",
+        "skills": 1
+      },
+      "ruvnet/claude-code-flow": {
+        "repo": "https://github.com/ruvnet/claude-code-flow",
+        "commit": "73914bd",
+        "license": "MIT",
+        "skills": 1
+      },
+      "ruvnet/ruflo": {
+        "repo": "https://github.com/ruvnet/ruflo",
+        "commit": "73914bd",
+        "license": "MIT",
+        "skills": 1
+      },
+      "basicmachines-co/basic-memory": {
+        "repo": "https://github.com/basicmachines-co/basic-memory",
+        "commit": "53da71c",
+        "license": "custom (see upstream LICENSE)",
+        "skills": 1
+      },
+      "codeaholicguy/ai-devkit": {
+        "repo": "https://github.com/codeaholicguy/ai-devkit",
+        "commit": "c037861",
+        "license": "no explicit license \u2014 referenced by link only",
+        "skills": 1
+      },
+      "snyk/agent-scan": {
+        "repo": "https://github.com/snyk/agent-scan",
+        "commit": "f3a4621",
+        "license": "Apache-2.0",
+        "skills": 2
+      },
+      "ThinkInAIXYZ/deepchat": {
+        "repo": "https://github.com/ThinkInAIXYZ/deepchat",
+        "commit": "f275c92",
+        "license": "Apache-2.0",
+        "skills": 2
+      },
+      "zebbern/claude-code-guide": {
+        "repo": "https://github.com/zebbern/claude-code-guide",
+        "commit": "d2c5280",
+        "license": "MIT",
+        "skills": 1
+      },
+      "gooseworks-ai/goose-skills": {
+        "repo": "https://github.com/gooseworks-ai/goose-skills",
+        "commit": "94ec916",
+        "license": "no explicit license \u2014 referenced by link only",
+        "skills": 1
+      },
+      "ljagiello/ctf-skills": {
+        "repo": "https://github.com/ljagiello/ctf-skills",
+        "commit": "d19f35f",
+        "license": "MIT",
+        "skills": 1
+      }
+    },
+    "total_skills": 80,
+    "tiers": {
+      "core": 77,
+      "adjacent": 3
+    }
+  },
+  "provenance": {
+    "items": {
+      "esco": 68,
+      "onet": 139,
+      "jobads": 103,
+      "wiki_ai": 0,
+      "anthropic": 6,
+      "ai_skills": 182,
+      "stackx": 150
+    },
+    "share_percent": {
+      "esco": 10.5,
+      "onet": 21.5,
+      "jobads": 15.9,
+      "wiki_ai": 0.0,
+      "anthropic": 0.9,
+      "ai_skills": 28.1,
+      "stackx": 23.1
+    },
+    "method": "content items per source category"
+  }
+}
--- a/references/ai-skills.md
+++ b/references/ai-skills.md
@@ -0,0 +1,386 @@
+# External AI agent skills — financial-planner
+
+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 |
+|---|---|---|---|
+| `throughput-accountant` | core | 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) |
+| `portfolio-construction` | core | Construct and optimize investment portfolios — asset allocation, risk budgeting, factor exposure management, and mean-variance optimization. | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/portfolio-construction) |
+| `capital-budgeting-analyzer` | core | Capital investment appraisal skill with NPV, IRR, payback, and real options analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/capital-budgeting-analyzer) |
+| `budget-forecasting-engine` | core | Driver-based budgeting and forecasting skill with rolling forecast support and variance analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/budget-forecasting-engine) |
+| `multi-jurisdiction-tax-calculator` | core | Multi-state and international tax calculation skill with nexus analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/multi-jurisdiction-tax-calculator) |
+| `tax-provision-calculator` | core | ASC 740 income tax provision calculation skill with deferred tax analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/tax-provision-calculator) |
+| `amortized-analysis-assistant` | core | Apply amortized analysis techniques including aggregate, accounting, and potential methods | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/science/computer-science/skills/amortized-analysis-assistant) |
+| `dcf-valuation-modeler` | core | Discounted Cash Flow model builder for comprehensive company valuations with WACC calculation, terminal value estimation, and sensitivity analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/dcf-valuation-modeler) |
+
+## 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` | core | 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` | core | 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) |
+| `ads-plan` | core | Create a professional paid-advertising strategy covering objectives, economics, platform selection, campaign architecture, audiences, budget, creative, measurement, experiments, governance, rollout, and reporting. Use for ad plan, media … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/skills/ads-plan) |
+
+## Source: ahacker-1/cre-agent-skills
+
+- Repository: [https://github.com/ahacker-1/cre-agent-skills](https://github.com/ahacker-1/cre-agent-skills) (commit `618734e`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `cre-asset-management` | core | CRE Asset Management analysis suite — 9 specialist skills for post-acquisition multifamily operations including annual budgeting, monthly variance analysis, rent collection, renewal decisions, lease-up tracking, capex execution, NOI … | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-asset-management) |
+| `cre-office` | core | CRE Office analysis suite - 8 specialist skills for U.S. office acquisitions, refinancings, lease-up, tenant credit, TI/LC underwriting, financing fit, and investment committee memo writing. | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-office) |
+| `cre-underwriting` | core | CRE Underwriting analysis suite — 3 specialist skills for building pro formas, running sensitivity scenarios, and writing investment committee memos for multifamily acquisitions. | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-underwriting) |
+| `cre-due-diligence` | core | CRE Due Diligence analysis suite — 7 specialist skills for multifamily property analysis including rent roll validation, expense benchmarking, market study, physical inspection, environmental review, title review, and tenant credit … | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-due-diligence) |
+
+## 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` | core | 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` | core | 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) |
+| `risk-management-specialist` | core | Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use when user mentions risk management, ISO … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/ra-qm-team/skills/risk-management-specialist) |
+| `cmo-advisor` | core | Marketing leadership for scaling companies. Brand positioning, growth model design, marketing budget allocation, and marketing org design. Use when designing brand strategy, selecting growth models (PLG vs sales-led vs community-led), … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/c-level-advisor/skills/cmo-advisor) |
+| `social-media-manager` | core | When the user wants to develop social media strategy, plan content calendars, manage community engagement, or grow their social presence across platforms. Also use when the user mentions 'social media strategy,' 'social calendar,' … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/marketing-skill/skills/social-media-manager) |
+
+## Source: basicmachines-co/basic-memory
+
+- Repository: [https://github.com/basicmachines-co/basic-memory](https://github.com/basicmachines-co/basic-memory) (commit `53da71c`, retrieved 2026-07-14)
+- License: custom (see upstream LICENSE)
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `memory-tasks` | core | Task management via Basic Memory schemas: create, track, and resume structured tasks that survive context compaction. Uses BM's schema system for uniform notes queryable through the knowledge graph. | [source](https://github.com/basicmachines-co/basic-memory/tree/53da71c/skills/memory-tasks) |
+
+## 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` | core | 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) |
+| `stata-accounting-guide` | core | 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: codeaholicguy/ai-devkit
+
+- Repository: [https://github.com/codeaholicguy/ai-devkit](https://github.com/codeaholicguy/ai-devkit) (commit `c037861`, retrieved 2026-07-14)
+- License: no explicit license — referenced by link only
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `dev-planning` | core | AI DevKit · Planning phase guidance for creating and reconciling feature task plans. Use when the user wants to create an implementation plan, update planning docs, mark task progress, capture blockers or new tasks, or run dev-lifecycle … | [source](https://github.com/codeaholicguy/ai-devkit/tree/c037861/skills/dev-planning) |
+
+## 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) |
+| `docx` | core | Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/all-skills/skills/docx) |
+| `xlsx` | core | Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new … | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/all-skills/skills/xlsx) |
+
+## Source: davila7/claude-code-templates
+
+- Repository: [https://github.com/davila7/claude-code-templates](https://github.com/davila7/claude-code-templates) (commit `fa79251`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `risk-management-specialist` | core | Senior Risk Management specialist for medical device companies implementing ISO 14971 risk management throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use for … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/enterprise-communication/risk-management-specialist) |
+| `agent-memory-mcp` | core | A hybrid memory system that provides persistent, searchable knowledge management for AI agents (Architecture, Patterns, Decisions). | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/ai-research/agent-memory-mcp) |
+| `prompt-engineer` | core | Expert in designing effective prompts for LLM-powered applications. Masters prompt structure, context management, output formatting, and prompt evaluation. Use when: prompt engineering, system prompt, few-shot, chain of thought, prompt … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/ai-research/prompt-engineer) |
+| `Excel Analysis` | core | Analyze Excel spreadsheets, create pivot tables, generate charts, and perform data analysis. Use when analyzing Excel files, spreadsheets, tabular data, or .xlsx files. | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/enterprise-communication/excel-analysis) |
+
+## 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` | core | 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: gooseworks-ai/goose-skills
+
+- Repository: [https://github.com/gooseworks-ai/goose-skills](https://github.com/gooseworks-ai/goose-skills) (commit `94ec916`, retrieved 2026-07-14)
+- License: no explicit license — referenced by link only
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `ad-campaign-analyzer` | core | Analyze ad campaign performance data (Google, Meta, LinkedIn) to identify what's working, what's wasting budget, and specific cut/scale/test recommendations. Runs statistical analysis, funnel diagnostics, and multi-channel budget … | [source](https://github.com/gooseworks-ai/goose-skills/tree/94ec916/skills/ads/composites/ad-campaign-analyzer) |
+
+## Source: harperreed/dotfiles
+
+- Repository: [https://github.com/harperreed/dotfiles](https://github.com/harperreed/dotfiles) (commit `6b5ced1`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `personal-finance-planning` | core | Use when asked to organize finances, create a budget, plan debt payoff, build savings goals, audit subscriptions, or do any personal money management task. Triggers on "budget", "finances", "savings", "debt", "subscriptions", "emergency … | [source](https://github.com/harperreed/dotfiles/tree/6b5ced1/.claude/skills-archive/personal-finance-planning) |
+
+## 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) |
+
+## Source: indranilbanerjee/digital-marketing-pro
+
+- Repository: [https://github.com/indranilbanerjee/digital-marketing-pro](https://github.com/indranilbanerjee/digital-marketing-pro) (commit `a3d119c`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `qbr-plan` | core | Prepare a Quarterly Business Review. Use when: building QBR presentations, client performance reviews, or strategy updates. | [source](https://github.com/indranilbanerjee/digital-marketing-pro/tree/a3d119c/skills/qbr-plan) |
+| `media-plan` | core | Create a paid media plan. Use when: building media buy schedules, cross-channel budget allocation, or creative rotation calendars. | [source](https://github.com/indranilbanerjee/digital-marketing-pro/tree/a3d119c/skills/media-plan) |
+
+## Source: JasonColapietro/suede-creator-skills
+
+- Repository: [https://github.com/JasonColapietro/suede-creator-skills](https://github.com/JasonColapietro/suede-creator-skills) (commit `0dc2aef`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `suede-marketing-plan` | core | Suede-affiliated comprehensive marketing planning across acquisition, activation, retention, referral, and revenue, sized to the actual team, budget, evidence, and stage. Use when the user needs a 90-day plan, 12-month roadmap, growth … | [source](https://github.com/JasonColapietro/suede-creator-skills/tree/0dc2aef/skills/suede-marketing-plan) |
+
+## 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 |
+|---|---|---|---|
+| `fondo-hello-world` | core | 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-debug-bundle` | core | 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-webhooks-events` | core | 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) |
+| `fondo-ci-integration` | core | 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` | core | 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-upgrade-migration` | core | 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) |
+| `oraclecloud-sdk-patterns` | core | Production-grade OCI SDK patterns for client lifecycle, retry logic, and memory leak avoidance. Use when building long-running OCI services, fixing memory leaks with Instance Principal auth, or implementing retry/backoff. Trigger with "oci … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/oraclecloud-pack/skills/oraclecloud-sdk-patterns) |
+| `snowflake-cost-tuning` | core | Optimize Snowflake costs with resource monitors, warehouse auto-suspend, right-sizing, and credit consumption analysis. Use when analyzing Snowflake billing, reducing credit consumption, or implementing cost controls and budget alerts. … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/snowflake-pack/skills/snowflake-cost-tuning) |
+| `tracking-crypto-portfolio` | core | Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking. Use when checking portfolio value, viewing holdings breakdown, analyzing allocations, or exporting portfolio data. Trigger with phrases like … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/crypto/crypto-portfolio-tracker/skills/tracking-crypto-portfolio) |
+
+## Source: jezweb/claude-skills
+
+- Repository: [https://github.com/jezweb/claude-skills](https://github.com/jezweb/claude-skills) (commit `e875a6b`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `proposal-writer` | core | Write a client proposal, quote, scope of work, or engagement letter for a service business. Covers project understanding, scope, timeline, pricing presentation, and terms. Use whenever the user asks for a proposal, quote, project proposal, … | [source](https://github.com/jezweb/claude-skills/tree/e875a6b/plugins/writing/skills/proposal-writer) |
+
+## Source: K-Dense-AI/claude-scientific-skills
+
+- Repository: [https://github.com/K-Dense-AI/claude-scientific-skills](https://github.com/K-Dense-AI/claude-scientific-skills) (commit `4d97e29`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `xlsx` | core | Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … | [source](https://github.com/K-Dense-AI/claude-scientific-skills/tree/4d97e29/skills/xlsx) |
+
+## Source: K-Dense-AI/scientific-agent-skills
+
+- Repository: [https://github.com/K-Dense-AI/scientific-agent-skills](https://github.com/K-Dense-AI/scientific-agent-skills) (commit `4d97e29`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `xlsx` | core | Create, edit, analyze, or convert Excel spreadsheets (.xlsx, .xlsm) where the workbook file is the primary deliverable. Use for formulas, formatting, financial models, multi-sheet workbooks, and tabular cleanup exported to Excel. Also … | [source](https://github.com/K-Dense-AI/scientific-agent-skills/tree/4d97e29/skills/xlsx) |
+
+## 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` | core | 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: ljagiello/ctf-skills
+
+- Repository: [https://github.com/ljagiello/ctf-skills](https://github.com/ljagiello/ctf-skills) (commit `d19f35f`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `ctf-forensics` | core | Provides digital forensics and signal analysis techniques for CTF challenges. Use when analyzing disk images, memory dumps, event logs, network captures, cryptocurrency transactions, steganography, PDF analysis, Windows registry, … | [source](https://github.com/ljagiello/ctf-skills/tree/d19f35f/ctf-forensics) |
+
+## Source: microsoft/skills
+
+- Repository: [https://github.com/microsoft/skills](https://github.com/microsoft/skills) (commit `dc543aa`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `azure-ai-projects-dotnet` | core | Azure AI Projects SDK for .NET. High-level client for Azure AI Foundry projects including agents, connections, datasets, deployments, evaluations, and indexes. Use for AI Foundry project management, versioned agents, and orchestration. … | [source](https://github.com/microsoft/skills/tree/dc543aa/.github/plugins/azure-sdk-dotnet/skills/azure-ai-projects-dotnet) |
+
+## 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 |
+|---|---|---|---|
+| `excel-model` | core | 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) |
+| `tax-planning-checklist` | core | Generate a structured tax planning checklist and review framework for any individual or business context. Use when asked to review tax planning, prepare for year-end tax, check tax efficiency, or identify tax-saving opportunities. Produces … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-finance/skills/tax-planning-checklist) |
+| `kyc-escalation` | core | Write an internal KYC/AML escalation memo: a factual time-stamped trigger description, customer-profile vs activity mismatch analysis, red-flag taxonomy mapping, outstanding information, and a recommendation with rationale. Use when asked … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-banking/skills/kyc-escalation) |
+| `lifecycle-crm-plan` | core | Design lifecycle marketing / CRM journeys across the customer lifecycle. Use when asked to plan onboarding emails, lifecycle/CRM campaigns, drip sequences, re-engagement or winback flows, or a messaging calendar. Produces a lifecycle plan … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-growth/skills/lifecycle-crm-plan) |
+| `property-investment-analysis` | core | Analyze a rental / investment property's returns — cash flow, cap rate, cash-on-cash, ROI. Use when asked to analyze a rental property, evaluate a real-estate investment, run the numbers on an investment property, or compute cap rate / … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-realestate/skills/property-investment-analysis) |
+| `budget-variance-analysis` | core | Produce a structured budget variance analysis from actual vs budget figures. Use when asked to analyse budget variances, explain underspend or overspend, write a variance commentary, or investigate why actuals differ from plan. Produces a … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-finance/skills/budget-variance-analysis) |
+| `win-loss-analysis` | core | Analyze why deals are won and lost and turn it into an action plan. Use when asked to run a win/loss analysis, review closed-won and closed-lost deals, understand why the team is losing to a competitor, or summarize sales feedback into … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-pmm/skills/win-loss-analysis) |
+
+## Source: mukul975/Anthropic-Cybersecurity-Skills
+
+- Repository: [https://github.com/mukul975/Anthropic-Cybersecurity-Skills](https://github.com/mukul975/Anthropic-Cybersecurity-Skills) (commit `673da1f`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `analyzing-macro-malware-in-office-documents` | core | Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/analyzing-macro-malware-in-office-documents) |
+| `analyzing-memory-forensics-with-lime-and-volatility` | core | Performs Linux memory acquisition using LiME (Linux Memory Extractor) kernel module and analysis with Volatility 3 framework. Extracts process lists, network connections, bash history, loaded kernel modules, and injected code from Linux … | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/analyzing-memory-forensics-with-lime-and-volatility) |
+| `analyzing-linux-kernel-rootkits` | core | Detect kernel-level rootkits in Linux memory dumps using Volatility3 linux plugins (check_syscall, lsmod, hidden_modules), rkhunter system scanning, and /proc vs /sys discrepancy analysis to identify hooked syscalls, hidden kernel modules, … | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/analyzing-linux-kernel-rootkits) |
+
+## Source: nexscope-ai/eCommerce-Skills
+
+- Repository: [https://github.com/nexscope-ai/eCommerce-Skills](https://github.com/nexscope-ai/eCommerce-Skills) (commit `56f3288`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `etsy-advertising` | core | Etsy Ads strategy — budget allocation, bid management, promoted listings, offsite ads opt-out analysis | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/etsy-advertising) |
+| `supply-chain-optimization-tiktok` | core | Supply Chain Bottleneck Analyzer for TikTok Shop sellers. Diagnose cash flow, inventory turnover, affiliate commissions, and return rates. Includes FBT cost analysis, influencer payout optimization, and viral product lifecycle management. … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/supply-chain-optimization/supply-chain-optimization-tiktok) |
+| `supply-chain-optimization-shopify` | core | Supply Chain Bottleneck Analyzer for Shopify/DTC stores. Diagnose cash flow, inventory, shipping costs, and customer acquisition efficiency. Includes CAC/LTV analysis, 3PL cost optimization, and ad spend benchmarks. No API key required for … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/supply-chain-optimization/supply-chain-optimization-shopify) |
+
+## Source: nowork-studio/NotFair
+
+- Repository: [https://github.com/nowork-studio/NotFair](https://github.com/nowork-studio/NotFair) (commit `99bda4b`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `google-ads` | core | Manage Google Ads — performance, keywords, bids, budgets, negatives, campaigns, ads, search terms, QS, location targeting, bulk operations, experiments, asset management, portfolio bidding, offline conversions. Use for any mention of … | [source](https://github.com/nowork-studio/NotFair/tree/99bda4b/google-ads/manage) |
+
+## 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` | core | 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: ruvnet/claude-code-flow
+
+- Repository: [https://github.com/ruvnet/claude-code-flow](https://github.com/ruvnet/claude-code-flow) (commit `73914bd`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `memory-management` | core | AgentDB memory system with HNSW vector search. Provides 150x-12,500x faster pattern retrieval, persistent storage, and semantic search capabilities for learning and knowledge management. Use when: need to store successful patterns, … | [source](https://github.com/ruvnet/claude-code-flow/tree/73914bd/.agents/skills/memory-management) |
+
+## Source: ruvnet/ruflo
+
+- Repository: [https://github.com/ruvnet/ruflo](https://github.com/ruvnet/ruflo) (commit `73914bd`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `memory-management` | core | AgentDB memory system with HNSW vector search. Provides 150x-12,500x faster pattern retrieval, persistent storage, and semantic search capabilities for learning and knowledge management. Use when: need to store successful patterns, … | [source](https://github.com/ruvnet/ruflo/tree/73914bd/.agents/skills/memory-management) |
+
+## Source: samber/cc-skills-golang
+
+- Repository: [https://github.com/samber/cc-skills-golang](https://github.com/samber/cc-skills-golang) (commit `4881c01`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `golang-security` | core | Security best practices and vulnerability prevention for Golang. Covers injection (SQL, command, XSS), cryptography, filesystem safety, network security, cookies, secrets management, memory safety, and logging. Apply when writing, … | [source](https://github.com/samber/cc-skills-golang/tree/4881c01/skills/golang-security) |
+
+## Source: snyk/agent-scan
+
+- Repository: [https://github.com/snyk/agent-scan](https://github.com/snyk/agent-scan) (commit `f3a4621`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `docx` | core | Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … | [source](https://github.com/snyk/agent-scan/tree/f3a4621/tests/skills/docx) |
+| `xlsx` | core | Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new … | [source](https://github.com/snyk/agent-scan/tree/f3a4621/tests/skills/xlsx) |
+
+## Source: ThinkInAIXYZ/deepchat
+
+- Repository: [https://github.com/ThinkInAIXYZ/deepchat](https://github.com/ThinkInAIXYZ/deepchat) (commit `f275c92`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `docx` | core | Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … | [source](https://github.com/ThinkInAIXYZ/deepchat/tree/f275c92/resources/skills/docx) |
+| `xlsx` | core | Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new … | [source](https://github.com/ThinkInAIXYZ/deepchat/tree/f275c92/resources/skills/xlsx) |
+
+## 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` | core | 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: zebbern/claude-code-guide
+
+- Repository: [https://github.com/zebbern/claude-code-guide](https://github.com/zebbern/claude-code-guide) (commit `d2c5280`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `vc-industry-research` | core | Generate professional primary market / venture capital industry research reports, including sector deep-dives, investment memos, and market analysis. Produces detailed PDF reports covering TMT, consumer, healthcare, and industrials. … | [source](https://github.com/zebbern/claude-code-guide/tree/d2c5280/skills/vc-industry-research) |
--- a/references/market.md
+++ b/references/market.md
@@ -0,0 +1,155 @@
+# Market evidence report — financial-planner
+
+Source: **53 real job ads** (JSearch API, countries: us 53), extracted into the MSSQL evidence store; as of 2026-07-11.
+This report contains extracted, aggregated facts only — no ad text is
+reproduced (copyright / platform terms).
+
+## Seniority distribution
+
+| Seniority | Ads | Share |
+|---|---|---|
+| mid | 34 | 64 % |
+| senior | 10 | 19 % |
+| n/a | 5 | 9 % |
+| junior | 4 | 8 % |
+
+## Tools — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | eMoney | 7 | 13 % |
+| 2 | Microsoft Excel | 6 | 11 % |
+| 3 | CRM systems | 3 | 6 % |
+| 4 | Microsoft Word | 3 | 6 % |
+| 5 | Schwab | 3 | 6 % |
+
+## Hard skills — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | financial planning | 36 | 68 % |
+| 2 | retirement planning | 20 | 38 % |
+| 3 | estate planning | 13 | 25 % |
+| 4 | business development | 11 | 21 % |
+| 5 | relationship management | 8 | 15 % |
+| 6 | risk management | 8 | 15 % |
+| 7 | wealth management | 7 | 13 % |
+| 8 | investment management | 6 | 11 % |
+| 9 | tax planning | 6 | 11 % |
+| 10 | client relationship building | 5 | 9 % |
+| 11 | investment strategy | 5 | 9 % |
+| 12 | portfolio management | 5 | 9 % |
+| 13 | relationship building | 5 | 9 % |
+| 14 | asset allocation | 4 | 8 % |
+| 15 | client acquisition | 4 | 8 % |
+| 16 | client relationship management | 4 | 8 % |
+| 17 | data analysis | 4 | 8 % |
+| 18 | financial advising | 4 | 8 % |
+| 19 | sales | 4 | 8 % |
+| 20 | tax analysis | 4 | 8 % |
+| 21 | client servicing | 3 | 6 % |
+| 22 | insurance sales | 3 | 6 % |
+| 23 | investment analysis | 3 | 6 % |
+| 24 | needs analysis | 3 | 6 % |
+| 25 | portfolio review | 3 | 6 % |
+
+## Methods — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+
+## Responsibilities — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | client communication | 8 | 15 % |
+| 2 | business development | 5 | 9 % |
+| 3 | client engagement | 4 | 8 % |
+| 4 | client meetings | 4 | 8 % |
+| 5 | client relationship management | 4 | 8 % |
+| 6 | financial plan creation | 4 | 8 % |
+| 7 | client education | 3 | 6 % |
+| 8 | client relationship development | 3 | 6 % |
+| 9 | client relationship maintenance | 3 | 6 % |
+| 10 | financial plan building | 3 | 6 % |
+| 11 | financial plan development | 3 | 6 % |
+| 12 | financial plan preparation | 3 | 6 % |
+| 13 | relationship building | 3 | 6 % |
+| 14 | strategy development | 3 | 6 % |
+
+## Regional breakdown
+
+> **Corpus note:** 53 relevant ads in total — below the 100-ad target for a fully reliable ranking. Percentages above should be read as indicative.
+
+### US (us)
+
+53 ads.
+
+**Top hard skills:**
+
+- financial planning — 68 % (36 ads)
+- retirement planning — 38 % (20 ads)
+- estate planning — 25 % (13 ads)
+- business development — 21 % (11 ads)
+- relationship management — 15 % (8 ads)
+- risk management — 15 % (8 ads)
+- wealth management — 13 % (7 ads)
+- investment management — 11 % (6 ads)
+- tax planning — 11 % (6 ads)
+- client relationship building — 9 % (5 ads)
+
+**Top tools:**
+
+- eMoney — 13 % (7 ads)
+- Microsoft Excel — 11 % (6 ads)
+- CRM systems — 6 % (3 ads)
+- Microsoft Word — 6 % (3 ads)
+- Schwab — 6 % (3 ads)
+- Fidelity — 4 % (2 ads)
+- financial planning software — 4 % (2 ads)
+- Microsoft Office — 4 % (2 ads)
+- Microsoft Outlook — 4 % (2 ads)
+- Prudential platform — 4 % (2 ads)
+
+**Seniority:** mid 64 % · senior 19 % · n/a 9 % · junior 8 %
+
+### UK (gb)
+
+**Insufficient evidence** — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
+
+### EU/DACH (de, at, ch, nl)
+
+**Insufficient evidence** — 0 ads (minimum for a regional ranking: 30). No ranking is reported for this region.
+
+
+## Job title variants in the market
+
+| Title | Ads |
+|---|---|
+| Financial Advisor | 12 |
+| Associate Wealth Advisor | 4 |
+| Financial Planner | 4 |
+| Entry Level - Financial Planner | 2 |
+| Senior Financial Advisor | 2 |
+| Aspiring Financial Advisor Program (Licensing & Training Provided) | 1 |
+| Associate Financial Planner | 1 |
+| CFP, Financial Planner | 1 |
+| Director of Financial Planning & Wealth Management | 1 |
+| Entry-Level Financial Investment Planner (Remote) | 1 |
+| Entry-Level Financial Planning | 1 |
+| Experienced Financial Advisor | 1 |
+| Financial Advisor - Hunt Valley | 1 |
+| Financial Advisor - OR, NY, NJ, FL, or CA | 1 |
+| Financial Advisor Planner (ID# 5168) | 1 |
+| Financial Consultant | 1 |
+| Financial Consultant - Stamford, CT | 1 |
+| Financial Planner - CFP | 1 |
+| Financial Planner Career Changer Opportunity | 1 |
+| Financial Planning Specialist | 1 |
+| Financial Professional - Advisor | 1 |
+| Financial Wealth Advisor - Greater Washington, DC | 1 |
+| Investment Advisor/ Financial Planner | 1 |
+| Lead Financial Planning Associate | 1 |
+| Relationship Banker: Client-Focused Financial Advisor | 1 |
+
+Methodology: entities extracted per ad ({hard_skills, tools, methods, responsibilities, seniority}), normalized, counted as DISTINCT ads per entity; report threshold ≥ 3 ads. Headline sections in skills.md/tools.md use the stricter ≥ 20 % threshold.
--- a/references/practitioner-qa.md
+++ b/references/practitioner-qa.md
--- a/references/profile.md
+++ b/references/profile.md
@@ -0,0 +1,24 @@
+# Occupation profile — financial planner
+
+- **ESCO URI:** http://data.europa.eu/esco/occupation/21de0f3b-a71a-4263-a9ba-90c5f3721b4d
+- **ESCO code:** 2412.4
+- **ISCO-08 group:** 2412 — n/a
+- **O*NET-SOC:** 13-2052.00 — Personal Financial Advisors (match: exactMatch)
+
+## Description (ESCO)
+
+Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.
+
+## Definition
+
+A financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They develop strategies according to their clients' needs.
+
+## Alternative labels
+
+- financial adviser
+- personal banker
+- independent financial adviser
+- financial planning practitioner
+- personal financial adviser
+- personal financial planner
+- wealth adviser
--- a/references/skills.md
+++ b/references/skills.md
@@ -0,0 +1,91 @@
+# Competences — financial planner
+
+Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/21de0f3b-a71a-4263-a9ba-90c5f3721b4d).
+
+## Essential
+
+- **advise on financial matters** (skill/competence)
+- **analyse the credit history of potential customers** (skill/competence)
+- **apply technical communication skills** (skill/competence)
+- **assess risks of clients' assets** (skill/competence)
+- **banking activities** (knowledge)
+- **budget for financial needs** (skill/competence)
+- **create a financial plan** (skill/competence)
+- **customer service** (knowledge)
+- **economics** (knowledge)
+- **financial forecasting** (knowledge)
+- **financial markets** (knowledge)
+- **handle financial transactions** (skill/competence)
+- **identify customer's needs** (skill/competence)
+- **interpret financial statements** (skill/competence)
+- **investment analysis** (knowledge)
+- **maintain credit history of clients** (skill/competence)
+- **modern portfolio theory** (knowledge)
+- **obtain financial information** (skill/competence)
+- **offer financial services** (skill/competence)
+- **provide financial product information** (skill/competence)
+- **provide support in financial calculation** (skill/competence)
+- **review investment portfolios** (skill/competence)
+- **synthesise financial information** (skill/competence)
+
+## Optional
+
+- accounting techniques (knowledge)
+- advise on investment (skill/competence)
+- advise on tax planning (skill/competence)
+- analyse business plans (skill/competence)
+- analyse financial performance of a company (skill/competence)
+- analyse financial risk (skill/competence)
+- analyse insurance needs (skill/competence)
+- analyse loans (skill/competence)
+- analyse market financial trends (skill/competence)
+- assess debtor's financial situation (skill/competence)
+- assist in loan applications (skill/competence)
+- assist in will writing (skill/competence)
+- business loans (knowledge)
+- calculate employee benefits (skill/competence)
+- collect financial data (skill/competence)
+- communicate with banking professionals (skill/competence)
+- consult credit score (skill/competence)
+- create banking accounts (skill/competence)
+- debt systems (knowledge)
+- develop investment portfolio (skill/competence)
+- disseminate information on tax legislation (skill/competence)
+- financial jurisdiction (knowledge)
+- financial management (knowledge)
+- financial products (knowledge)
+- foreign valuta (knowledge)
+- guarantee customer satisfaction (skill/competence)
+- inform on interest rates (skill/competence)
+- maintain records of financial transactions (skill/competence)
+- manage financial risk (skill/competence)
+- manage pension funds (skill/competence)
+- monitor loan portfolio (skill/competence)
+- mortgage loans (knowledge)
+- operate financial instruments (skill/competence)
+- prepare real estate contract (skill/competence)
+- principles of insurance (knowledge)
+- protect client interests (skill/competence)
+- real estate market (knowledge)
+- securities (knowledge)
+- sell insurance (skill/competence)
+- stock market (knowledge)
+- tax legislation (knowledge)
+- types of insurance (knowledge)
+- types of pensions (knowledge)
+- value properties (skill/competence)
+
+<!-- market-evidence -->
+
+## Market evidence (job-ad analysis, 53 ads, as of 2026-07-11)
+
+Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
+
+### Hard skills
+
+- financial planning — **68 %**
+- retirement planning — **38 %**
+- estate planning — **25 %**
+- business development — **21 %**
+
+<!-- market-evidence -->
--- a/references/tasks.md
+++ b/references/tasks.md
@@ -0,0 +1,45 @@
+# Tasks & work activities — financial planner
+
+Source: O*NET 30.3, occupation 13-2052.00 (Personal Financial Advisors).
+
+## Task statements
+
+- **[Core]** Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
+- **[Core]** Answer clients' questions about the purposes and details of financial plans and strategies.
+- **[Core]** Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
+- **[Core]** Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
+- **[Core]** Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
+- **[Core]** Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
+- **[Core]** Contact clients periodically to determine any changes in their financial status.
+- **[Core]** Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
+- **[Core]** Devise debt liquidation plans that include payoff priorities and timelines.
+- **[Core]** Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
+- **[Core]** Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
+- **[Core]** Manage client portfolios, keeping client plans up-to-date.
+- **[Core]** Recruit and maintain client bases.
+- **[Core]** Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
+- **[Core]** Investigate available investment opportunities to determine compatibility with client financial plans.
+- **[Core]** Monitor financial market trends to ensure that client plans are responsive.
+- **[Core]** Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
+- **[Supplemental]** Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
+- **[Supplemental]** Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
+- **[Supplemental]** Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
+- **[Supplemental]** Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
+
+## Detailed work activities
+
+- Advise others on financial matters.
+- Analyze market conditions or trends.
+- Assess financial status of clients.
+- Compute debt repayment schedules.
+- Confer with others about financial matters.
+- Correspond with customers to answer questions or resolve complaints.
+- Develop business relationships.
+- Disburse funds from clients accounts to creditors.
+- Educate clients on financial planning topics.
+- Identify strategic business investment opportunities.
+- Implement financial decisions.
+- Interpret financial information for others.
+- Interview clients to gather financial information.
+- Prepare financial documents, reports, or budgets.
+- Recommend investments to clients.
--- a/references/tools.md
+++ b/references/tools.md
@@ -0,0 +1,108 @@
+# Tools & technology — financial planner
+
+Source: O*NET 30.3 'Software Skills' for 13-2052.00.
+
+| Software | Category | Hot technology |
+|---|---|---|
+| Salesforce software | Customer relationship management CRM software | yes |
+| Microsoft Access | Data base user interface and query software | yes |
+| Microsoft SQL Server | Data base user interface and query software | yes |
+| Structured query language SQL | Data base user interface and query software | yes |
+| Microsoft Visual Basic | Development environment software | yes |
+| Microsoft Outlook | Electronic mail software | yes |
+| Swift | Object or component oriented development software | yes |
+| Microsoft Office software | Office suite software | yes |
+| Microsoft PowerPoint | Presentation software | yes |
+| Microsoft Project | Project management software | yes |
+| Microsoft Excel | Spreadsheet software | yes |
+| Microsoft Word | Word processing software | yes |
+| Fund accounting software | Accounting software |  |
+| Sage 50 Accounting | Accounting software |  |
+| Monte Carlo simulation software | Analytical or scientific software |  |
+| Pimlico Software DateBk | Calendar and scheduling software |  |
+| IBM Domino | Communications server software |  |
+| ComplianceMAX | Compliance software |  |
+| ACT! ACT4Advisors | Customer relationship management CRM software |  |
+| DataViz Beyond Contacts | Customer relationship management CRM software |  |
+| eMoneyAdvisor AdvisorPlatform | Customer relationship management CRM software |  |
+| EZ-Data Client Data System | Customer relationship management CRM software |  |
+| Financial Planning Consultants Practice Builder | Customer relationship management CRM software |  |
+| Getting Things Done GTD software | Customer relationship management CRM software |  |
+| Investigo | Customer relationship management CRM software |  |
+| Junxure CRM Software | Customer relationship management CRM software |  |
+| Microsoft Business Contact Manager | Customer relationship management CRM software |  |
+| ProTracker Advantage | Customer relationship management CRM software |  |
+| Redtail Technology Our Business Online | Customer relationship management CRM software |  |
+| Web Information Solutions Pocket Informant | Customer relationship management CRM software |  |
+| FileMaker Pro | Data base user interface and query software |  |
+| Practice management software PMS | Data base user interface and query software |  |
+| Cabinet NG CNG-SAFE | Document management software |  |
+| Financeware Finance File Manager | Document management software |  |
+| ScanSoft PaperPort Pro | Document management software |  |
+| SunGard LockBox | Document management software |  |
+| World Software Corporation Worldox | Document management software |  |
+| Microsoft Dynamics | Enterprise resource planning ERP software |  |
+| Oracle Hyperion | Enterprise resource planning ERP software |  |
+| Oracle PeopleSoft Financials | Enterprise resource planning ERP software |  |
+| Advent Axys | Financial analysis software |  |
+| AdviceAmerica AdvisorVision | Financial analysis software |  |
+| Advisory World ICE | Financial analysis software |  |
+| ASI Client Acquisition Solution | Financial analysis software |  |
+| Asset allocation software | Financial analysis software |  |
+| Brentmark Stock Option Risk Analyzer | Financial analysis software |  |
+| Cheshire Financial Planning Suite | Financial analysis software |  |
+| Cygnus IncomeMax | Financial analysis software |  |
+| Education planning software | Financial analysis software |  |
+| EISI NaviPlan | Financial analysis software |  |
+| Estate Capitol Needs Analysis | Financial analysis software |  |
+| Estate planning software | Financial analysis software |  |
+| ExpenseWatch | Financial analysis software |  |
+| Finance Logix Education Planner | Financial analysis software |  |
+| Finance Logix Insurance Planner | Financial analysis software |  |
+| Finance Logix Retirement Planner | Financial analysis software |  |
+| Financeware AASim | Financial analysis software |  |
+| Financeware WealthSimulator | Financial analysis software |  |
+| Financial planning software | Financial analysis software |  |
+| Financial Profiles Profiles+ Professional | Financial analysis software |  |
+| Host Analytics Host Budget | Financial analysis software |  |
+| Ibbotson Analyst | Financial analysis software |  |
+| Ibbotson Portfolio Strategist | Financial analysis software |  |
+| Impact PlanLabX3 | Financial analysis software |  |
+| IMPACT Wealth Distribution Analysis | Financial analysis software |  |
+| Investment and business valuation template software | Financial analysis software |  |
+| Investment tracking software | Financial analysis software |  |
+| J&L Financial Planner | Financial analysis software |  |
+| MasterPlan | Financial analysis software |  |
+| Microsoft Money | Financial analysis software |  |
+| MoneyTree Silver Financial Planner (financial analysis feature) | Financial analysis software |  |
+| Morningstar Principia | Financial analysis software |  |
+| Needs analysis software | Financial analysis software |  |
+| Net Worth Strategies Stock Opter Pro | Financial analysis software |  |
+| Optima IAS | Financial analysis software |  |
+| Oracle E-Business Suite Financials | Financial analysis software |  |
+| PIE Technologies MoneyGuidePro | Financial analysis software |  |
+| PlanPlus Pro | Financial analysis software |  |
+| PlanScan Portfolio Pathfinder | Financial analysis software |  |
+| Portfolio management software | Financial analysis software |  |
+| Quicken | Financial analysis software |  |
+| Retirement planning software | Financial analysis software |  |
+| Sawhney ExecPlan | Financial analysis software |  |
+| ScenarioNow RetireNow | Financial analysis software |  |
+| SunGard Frontier | Financial analysis software |  |
+| SunGard PlanningStation | Financial analysis software |  |
+| SunGard WebPlaid | Financial analysis software |  |
+| Tax planning software | Financial analysis software |  |
+| The Omni Group OmniPlan | Financial analysis software |  |
+| Thomson ONE Advisor | Financial analysis software |  |
+| Torrid Retirement Planner | Financial analysis software |  |
+| Unger Software Methusaleh | Financial analysis software |  |
+| WealthTec AllocationPro | Financial analysis software |  |
+| WealthTec Foundations | Financial analysis software |  |
+| WealthTec WealthMaster | Financial analysis software |  |
+| Web browser software | Internet browser software |  |
+| Financial planning presentation software | Presentation software |  |
+| MoneyTree Silver Financial Planner (presentation feature) | Presentation software |  |
+| Corel QuattroPro | Spreadsheet software |  |
+| IBM Lotus 1-2-3 | Spreadsheet software |  |
+| Automatic Data Processing ProxyEdge | Word processing software |  |
+| Financial report generation software | Word processing software |  |