feat: investment-adviser skill package v0.1.0

2026-08-14 17:20:01 +02:00
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--- a/PROVENANCE.md
+++ b/PROVENANCE.md
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+# Data provenance — investment-adviser
+
+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','pieOuterStrokeWidth':'0px','pieSectionTextColor':'#fff'}}}%%
+pie showData
+    title Content sources — investment-adviser
+    "ESCO (occupation & competences)" : 49
+    "O*NET (tasks & tools)" : 139
+    "Job boards (market evidence)" : 106
+    "Anthropic official Claude skills" : 6
+    "External AI skill packs (mapped)" : 173
+```
+
+| Source | Items | Share | Files |
+|---|---|---|---|
+| ESCO (occupation & competences) | 49 | 10.4 % | references/profile.md, references/skills.md |
+| O*NET (tasks & tools) | 139 | 29.4 % | references/tasks.md, references/tools.md |
+| Job boards (market evidence) | 106 | 22.4 % | 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) | 173 | 36.6 % | 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 +1,61 @@
+---
+name: investment-adviser
+description: "Occupational skill for the role 'investment adviser' (also: financial and investment adviser, investment executive, corporate investment adviser, investment consultant, investment manager, investment advisor). Use when the user asks for typical investment adviser 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."
+---
+
+# Investment Adviser
+
+Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.
+
+## 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 (per-source attribution).
+
+## Key competences (essential)
+
+- advise on financial matters
+- advise on investment
+- analyse financial risk
+- analyse market financial trends
+- assess financial viability
+- assess risks of clients' assets
+- asset management
+- banking activities
+- explain financial jargon
+- financial markets
+- financial products
+- funding methods
+- interpret financial statements
+- modern portfolio theory
+- monitor bond market
+
+## Hot technologies
+
+- Salesforce software
+- Microsoft Access
+- Microsoft SQL Server
+- Structured query language SQL
+- Microsoft Visual Basic
+- Microsoft Outlook
+- Swift
+- Microsoft Office software
+- Microsoft PowerPoint
+- Microsoft Project
+
+---
+*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/38d9c76b-1a7b-4d65-879b-733ae7e9364e), O*NET 30.3 (13-2052.00). See manifest.json for licensing/attribution.*
--- a/manifest.json
+++ b/manifest.json
@@ -0,0 +1,268 @@
+{
+  "name": "investment-adviser",
+  "title": "investment adviser",
+  "version": "0.1.0",
+  "layer": "core",
+  "language": "en",
+  "generated": "2026-07-07",
+  "ids": {
+    "esco_uri": "http://data.europa.eu/esco/occupation/38d9c76b-1a7b-4d65-879b-733ae7e9364e",
+    "esco_code": "2412.6",
+    "isco_group": "2412",
+    "onet_soc": "13-2052.00",
+    "crosswalk_match": "closeMatch"
+  },
+  "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": 25,
+    "software": 102
+  },
+  "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
+      },
+      "wshobson/agents": {
+        "repo": "https://github.com/wshobson/agents",
+        "commit": "6fd3247",
+        "license": "MIT (c) Seth Hobson",
+        "skills": 2
+      },
+      "himself65/finance-skills": {
+        "repo": "https://github.com/himself65/finance-skills",
+        "commit": "87f688e",
+        "license": "MIT",
+        "skills": 1
+      },
+      "alirezarezvani/claude-skills": {
+        "repo": "https://github.com/alirezarezvani/claude-skills",
+        "commit": "0241f43",
+        "license": "MIT",
+        "skills": 6
+      },
+      "jeremylongshore/claude-code-plugins-plus-skills": {
+        "repo": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills",
+        "commit": "e112938a",
+        "license": "MIT",
+        "skills": 12
+      },
+      "mohitagw15856/pm-claude-skills": {
+        "repo": "https://github.com/mohitagw15856/pm-claude-skills",
+        "commit": "876fa30",
+        "license": "MIT",
+        "skills": 10
+      },
+      "open-gitagent/opengap": {
+        "repo": "https://github.com/open-gitagent/opengap",
+        "commit": "d7a8e2e",
+        "license": "MIT",
+        "skills": 1
+      },
+      "a5c-ai/babysitter": {
+        "repo": "https://github.com/a5c-ai/babysitter",
+        "commit": "44a5d58b",
+        "license": "MIT",
+        "skills": 7
+      },
+      "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
+      },
+      "davepoon/buildwithclaude": {
+        "repo": "https://github.com/davepoon/buildwithclaude",
+        "commit": "3c94e0c",
+        "license": "MIT",
+        "skills": 1
+      },
+      "kazukinagata/shinkoku": {
+        "repo": "https://github.com/kazukinagata/shinkoku",
+        "commit": "e610b30",
+        "license": "MIT",
+        "skills": 1
+      },
+      "foryourhealth111-pixel/Vibe-Skills": {
+        "repo": "https://github.com/foryourhealth111-pixel/Vibe-Skills",
+        "commit": "34429a8",
+        "license": "Apache-2.0",
+        "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": 2
+      },
+      "microsoft/skills": {
+        "repo": "https://github.com/microsoft/skills",
+        "commit": "dc543aa",
+        "license": "MIT",
+        "skills": 1
+      },
+      "ahacker-1/cre-agent-skills": {
+        "repo": "https://github.com/ahacker-1/cre-agent-skills",
+        "commit": "618734e",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "nexscope-ai/eCommerce-Skills": {
+        "repo": "https://github.com/nexscope-ai/eCommerce-Skills",
+        "commit": "56f3288",
+        "license": "MIT",
+        "skills": 4
+      },
+      "mukul975/Anthropic-Cybersecurity-Skills": {
+        "repo": "https://github.com/mukul975/Anthropic-Cybersecurity-Skills",
+        "commit": "673da1f",
+        "license": "Apache-2.0",
+        "skills": 2
+      },
+      "vibeeval/vibecosystem": {
+        "repo": "https://github.com/vibeeval/vibecosystem",
+        "commit": "cea9462",
+        "license": "MIT",
+        "skills": 1
+      },
+      "nowork-studio/NotFair": {
+        "repo": "https://github.com/nowork-studio/NotFair",
+        "commit": "99bda4b",
+        "license": "MIT",
+        "skills": 1
+      },
+      "JasonColapietro/suede-creator-skills": {
+        "repo": "https://github.com/JasonColapietro/suede-creator-skills",
+        "commit": "0dc2aef",
+        "license": "MIT",
+        "skills": 1
+      },
+      "indranilbanerjee/digital-marketing-pro": {
+        "repo": "https://github.com/indranilbanerjee/digital-marketing-pro",
+        "commit": "a3d119c",
+        "license": "MIT",
+        "skills": 2
+      },
+      "affaan-m/everything-claude-code": {
+        "repo": "https://github.com/affaan-m/everything-claude-code",
+        "commit": "ed38744",
+        "license": "MIT",
+        "skills": 2
+      },
+      "AgriciDaniel/claude-ads": {
+        "repo": "https://github.com/AgriciDaniel/claude-ads",
+        "commit": "669c760",
+        "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
+      },
+      "nanocoai/nanoclaw": {
+        "repo": "https://github.com/nanocoai/nanoclaw",
+        "commit": "da9a74f",
+        "license": "MIT",
+        "skills": 1
+      },
+      "nexu-io/open-design": {
+        "repo": "https://github.com/nexu-io/open-design",
+        "commit": "4b66023",
+        "license": "Apache-2.0",
+        "skills": 6
+      },
+      "sergebulaev/linkedin-skills": {
+        "repo": "https://github.com/sergebulaev/linkedin-skills",
+        "commit": "d99e71c",
+        "license": "MIT",
+        "skills": 1
+      },
+      "AIDevGTM/gtm-cofounder": {
+        "repo": "https://github.com/AIDevGTM/gtm-cofounder",
+        "commit": "627d901",
+        "license": "MIT",
+        "skills": 1
+      },
+      "aaron-he-zhu/aaron-marketing-skills": {
+        "repo": "https://github.com/aaron-he-zhu/aaron-marketing-skills",
+        "commit": "b7b0b9f",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "googleworkspace/cli": {
+        "repo": "https://github.com/googleworkspace/cli",
+        "commit": "a3768d0",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "coreyhaines31/makerskills": {
+        "repo": "https://github.com/coreyhaines31/makerskills",
+        "commit": "17218de",
+        "license": "MIT",
+        "skills": 1
+      }
+    },
+    "total_skills": 80,
+    "tiers": {
+      "core": 70,
+      "adjacent": 10
+    }
+  },
+  "provenance": {
+    "items": {
+      "esco": 49,
+      "onet": 139,
+      "jobads": 106,
+      "wiki_ai": 0,
+      "anthropic": 6,
+      "ai_skills": 173,
+      "stackx": 0
+    },
+    "share_percent": {
+      "esco": 10.4,
+      "onet": 29.4,
+      "jobads": 22.4,
+      "wiki_ai": 0.0,
+      "anthropic": 1.3,
+      "ai_skills": 36.6,
+      "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 +1,362 @@
+# External AI agent skills — investment-adviser
+
+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: wshobson/agents
+
+- Repository: [https://github.com/wshobson/agents](https://github.com/wshobson/agents) (commit `6fd3247`, retrieved 2026-07-14)
+- License: MIT (c) Seth Hobson
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `risk-metrics-calculation` | adjacent | Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems. | [source](https://github.com/wshobson/agents/tree/main/plugins/quantitative-trading/skills/risk-metrics-calculation) |
+| `backtesting-frameworks` | adjacent | Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting … | [source](https://github.com/wshobson/agents/tree/main/plugins/quantitative-trading/skills/backtesting-frameworks) |
+
+## 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) |
+| `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) |
+| `strategy-stress-testing-skill` | core | Strategy robustness testing, scenario-based evaluation, vulnerability identification, and adaptation planning | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/business-strategy-advanced/skills/strategy-stress-testing-skill) |
+| `unity-addressables` | core | Unity Addressables asset management skill for remote catalogs, content updates, asset bundles, and memory-efficient asset loading. | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/game-development/skills/unity-addressables) |
+| `fraud-risk-assessor` | core | Fraud risk assessment skill based on the fraud triangle with red flag detection | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/fraud-risk-assessor) |
+| `media-mix-modeling` | core | Advanced econometric modeling for marketing effectiveness and budget optimization | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/marketing/skills/media-mix-modeling) |
+
+## Source: aaron-he-zhu/aaron-marketing-skills
+
+- Repository: [https://github.com/aaron-he-zhu/aaron-marketing-skills](https://github.com/aaron-he-zhu/aaron-marketing-skills) (commit `b7b0b9f`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `attribution-reconciler` | core | Use when platform-reported conversions disagree with GA4/ecommerce, when you suspect Meta and Google are double-counting the same sales, or for a standing (monthly) reconciliation workbook that de-dups stacked credit against an order-ID … | [source](https://github.com/aaron-he-zhu/aaron-marketing-skills/tree/b7b0b9f/ad/scale/attribution-reconciler) |
+
+## 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 |
+|---|---|---|---|
+| `marketing-campaign` | core | End-to-end marketing campaign planning and execution. Covers audience research, positioning, campaign angle definition, landing page copy, email sequences, social posts, ad copy, short-form video scripts, and content calendars. Use as the … | [source](https://github.com/affaan-m/everything-claude-code/tree/ed38744/skills/marketing-campaign) |
+| `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-monitor` | core | Monitor paid-ad account pacing, delivery, performance, creative fatigue, tracking, policy, and data quality across supported platforms. Use for daily or weekly checks, anomaly review, budget pacing, post-launch verification, or campaign … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/skills/ads-monitor) |
+
+## 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) |
+
+## Source: AIDevGTM/gtm-cofounder
+
+- Repository: [https://github.com/AIDevGTM/gtm-cofounder](https://github.com/AIDevGTM/gtm-cofounder) (commit `627d901`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `who-is-this-for` | core | Define a real ICP and the developer personas in the sale. Use when the founder says the product is \"for developers,\" can't name who would say no, or is marketing to whoever holds the budget instead of who actually adopts. | [source](https://github.com/AIDevGTM/gtm-cofounder/tree/627d901/skills/02-who-is-this-for) |
+
+## 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) |
+| `demo-video` | core | Use when the user asks to create a demo video, product walkthrough, feature showcase, animated presentation, marketing video, or GIF from screenshots or scene descriptions. Orchestrates playwright, ffmpeg, and edge-tts MCPs to produce … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/engineering/demo-video/skills/demo-video) |
+| `prompt-engineer-toolkit` | core | Turns marketing prompts into tested, versioned production assets: A/B prompt evaluation against structured test cases, immutable prompt version history with diffs, ready-to-use marketing prompt templates (ad copy, email campaigns, social … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/marketing-skill/skills/prompt-engineer-toolkit) |
+
+## 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) |
+| `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) |
+
+## 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: 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) |
+| `crewai` | core | Expert in CrewAI - the leading role-based multi-agent framework used by 60% of Fortune 500 companies. Covers agent design with roles and goals, task definition, crew orchestration, process types (sequential, hierarchical, parallel), memory … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/ai-research/crewai) |
+
+## 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: googleworkspace/cli
+
+- Repository: [https://github.com/googleworkspace/cli](https://github.com/googleworkspace/cli) (commit `a3768d0`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `recipe-log-deal-update` | core | Append a deal status update to a Google Sheets sales tracking spreadsheet. | [source](https://github.com/googleworkspace/cli/tree/a3768d0/skills/recipe-log-deal-update) |
+
+## 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 |
+|---|---|---|---|
+| `budget-optimizer` | core | Optimize budget allocation. Use when: channel spend reallocation, data-driven budget planning, ROI-based justification. | [source](https://github.com/indranilbanerjee/digital-marketing-pro/tree/a3d119c/skills/budget-optimizer) |
+| `anomaly-scan` | core | Detect marketing anomalies. Use when: traffic drops, cost spikes, conversion changes, deliverability issues, budget overruns. | [source](https://github.com/indranilbanerjee/digital-marketing-pro/tree/a3d119c/skills/anomaly-scan) |
+
+## 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-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-reference-architecture` | core | 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-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) |
+| `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) |
+| `finta-install-auth` | core | Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/finta-pack/skills/finta-install-auth) |
+| `hubspot-bulk-migration` | core | Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety, rate-limit budgeting, and rollback mitigation across 100K+ record … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/hubspot-pack/skills/hubspot-bulk-migration) |
+| `finta-sdk-patterns` | core | Integration patterns for Finta fundraising CRM with email and calendar APIs. Use when building automated investor outreach, syncing data from Finta exports, or creating custom fundraising dashboards. Trigger with phrases like "finta … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/finta-pack/skills/finta-sdk-patterns) |
+| `granola-core-workflow-b` | core | Post-meeting note processing, sharing, and follow-up workflows in Granola. Use when enhancing notes after meetings, sharing to Slack/Notion/CRM, drafting follow-up emails, or processing action items. Trigger: "granola post-meeting", "share … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/granola-pack/skills/granola-core-workflow-b) |
+| `find-service-providers` | core | Use whenever the user wants to find, shortlist, vet, enrich, or research US professional-services firms — law, marketing, consulting, accounting, IT services, architecture, engineering, HR, PR, design, and similar B2B service providers. … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/mcp/servicegraph/skills/find-service-providers) |
+| `ink` | core | Content Marketing engineer — blog strategy, SEO, thought leadership, developer content, case studies, and content calendar. | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/ai-agency/tonone/skills/ink) |
+| `form-deck` | core | Use when asked to design a pitch deck, presentation, or slide set. Examples: "design a pitch deck", "create a sales deck", "make a conference presentation", "build an investor deck", "help me present this to the board", "create slides for … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/ai-agency/tonone/skills/form-deck) |
+
+## 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: 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 |
+|---|---|---|---|
+| `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) |
+| `financial-model-narrative` | core | 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` | core | 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) |
+| `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) |
+| `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) |
+| `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) |
+| `multi-source-signal-synthesiser` | core | Synthesises user signals from multiple research sources into a unified, weighted insight brief. Use when you have data from interviews, support tickets, NPS verbatims, app reviews, or sales calls and need to reconcile contradictions, … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-advanced/skills/multi-source-signal-synthesiser) |
+| `paid-acquisition-plan` | core | Plan a paid acquisition / performance marketing program with unit economics that work. Use when asked to plan paid media, allocate an ad budget across channels, set CAC/LTV targets, or structure a creative-testing program. Produces a paid … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-growth/skills/paid-acquisition-plan) |
+| `slide-deck` | core | Build a real, editable PowerPoint (.pptx) deck from an outline or brief. Use when asked to make a slide deck, a PowerPoint, a pitch/board/sales deck as an actual file, or to turn a doc/notes into slides. Produces an actual .pptx via a … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-documents/skills/slide-deck) |
+| `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) |
+
+## 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) |
+| `performing-thick-client-application-penetration-test` | core | Conduct a thick client application penetration test to identify insecure local storage, hardcoded credentials, DLL hijacking, memory manipulation, and insecure API communication in desktop applications using dnSpy, Procmon, and Burp Suite. | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/performing-thick-client-application-penetration-test) |
+
+## Source: nanocoai/nanoclaw
+
+- Repository: [https://github.com/nanocoai/nanoclaw](https://github.com/nanocoai/nanoclaw) (commit `da9a74f`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `add-gcal-tool` | core | Add Google Calendar as an MCP tool (list calendars, list/search/create events, free/busy queries) using OneCLI-managed OAuth. Multi-calendar and multi-account supported. Mirrors /add-gmail-tool's stub pattern — no raw credentials ever … | [source](https://github.com/nanocoai/nanoclaw/tree/da9a74f/.claude/skills/add-gcal-tool) |
+
+## 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 |
+|---|---|---|---|
+| `ecommerce-social-media-marketing` | core | Social media marketing strategy for ecommerce brands. Content calendar planning, platform-specific strategies, social commerce optimization, influencer collaboration, and community building. Use when the user asks about social media … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/ecommerce-social-media-marketing) |
+| `ecommerce-content-marketing` | core | E-commerce content marketing strategy planner. Generates content calendars, topic ideas, and platform-specific strategies by analyzing customer reviews, trends, competitor content, and SEO opportunities. Two modes: (A) Build — create a … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/ecommerce-content-marketing) |
+| `ecommerce-email-marketing-builder` | core | E-commerce email marketing system builder. Creates complete email automation flows with full copywriting, subject lines, ESP setup instructions, segmentation rules, and annual campaign calendars. Generates copy-paste-ready email sequences … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/ecommerce-email-marketing-builder) |
+| `shopify-tax-compliance` | core | Tax setup and compliance — sales tax, VAT, duty collection, tax-exempt customers, reporting | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/shopify-tax-compliance) |
+
+## 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 |
+|---|---|---|---|
+| `slides` | core | Create and edit .pptx presentation decks with PptxGenJS. Useful for sales decks, kickoff briefs, and design-system showcases. | [source](https://github.com/nexu-io/open-design/tree/4b66023/skills/slides) |
+| `huashu-bento-insight` | core | Open Design vs closed cloud design tools: a side-by-side displacement case on control, cost (BYOK), and lock-in. Built as a decision-grade B2B sales deck for evaluation committee. | [source](https://github.com/nexu-io/open-design/tree/4b66023/plugins/_official/examples/huashu-bento-insight) |
+| `deck-guizang-editorial` | core | Open Design's FY26 marketing plan: brand-to-pipeline — audience, offer, channel mix, and the launch calendar that ties creative to growth. Built as a decision-grade marketing & GTM deck for CMO, growth lead, founder. | [source](https://github.com/nexu-io/open-design/tree/4b66023/plugins/_official/examples/deck-guizang-editorial) |
+| `html-ppt-zhangzara-coral` | core | Open Design's community-growth campaign across GitHub, Discord, and X: the loops, the content calendar, and the pipeline math. Built as a decision-grade marketing & GTM deck for growth team, community lead. | [source](https://github.com/nexu-io/open-design/tree/4b66023/design-templates/html-ppt-zhangzara-coral) |
+| `marketing-psychology` | core | Apply psychological principles and behavioral science to copy and design. Useful for tightening hooks, framing, and pricing presentation. | [source](https://github.com/nexu-io/open-design/tree/4b66023/skills/marketing-psychology) |
+| `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: 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 |
+|---|---|---|---|
+| `pod-sales` | core | Run one tick of the sales business-pod (ADR-164 §4.1, Phase 2). Loads templates/sales.json, validates it against the pod-schema, resolves agents against ruflo's agent registry, reserves budget via the Phase-2 file-based stub ledger (atomic … | [source](https://github.com/ruvnet/claude-code-flow/tree/73914bd/plugins/ruflo-business-pods/skills/pod-sales) |
+
+## 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 |
+|---|---|---|---|
+| `pod-sales` | core | Run one tick of the sales business-pod (ADR-164 §4.1, Phase 2). Loads templates/sales.json, validates it against the pod-schema, resolves agents against ruflo's agent registry, reserves budget via the Phase-2 file-based stub ledger (atomic … | [source](https://github.com/ruvnet/ruflo/tree/73914bd/plugins/ruflo-business-pods/skills/pod-sales) |
+
+## Source: sergebulaev/linkedin-skills
+
+- Repository: [https://github.com/sergebulaev/linkedin-skills](https://github.com/sergebulaev/linkedin-skills) (commit `d99e71c`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `linkedin-employee-advocacy` | core | Stand up and run a LinkedIn employee advocacy program for a marketing or sales team. Covers 14-day launch playbook, brand-guideline governance, per-post time budget, cadence benchmarks, and team ROI (reach, engagement, pipeline). Triggers … | [source](https://github.com/sergebulaev/linkedin-skills/tree/d99e71c/.codex-marketplace/linkedin-skills/skills/linkedin-employee-advocacy) |
+
+## 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 |
+|---|---|---|---|
+| `content-strategy` | core | Content marketing strategy - content audit, editorial calendar, SEO optimization, content funnel (TOFU/MOFU/BOFU), performance metrics, developer content, social media planning | [source](https://github.com/vibeeval/vibecosystem/tree/cea9462/skills/content-strategy) |
--- a/references/market.md
+++ b/references/market.md
@@ -0,0 +1,159 @@
+# Market evidence report — investment-adviser
+
+Source: **47 real job ads** (JSearch API, countries: us 47), extracted into the MSSQL evidence store; as of 2026-07-14.
+This report contains extracted, aggregated facts only — no ad text is
+reproduced (copyright / platform terms).
+
+## Seniority distribution
+
+| Seniority | Ads | Share |
+|---|---|---|
+| mid | 36 | 77 % |
+| junior | 6 | 13 % |
+| n/a | 4 | 9 % |
+| senior | 1 | 2 % |
+
+## Tools — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+
+## Hard skills — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | financial planning | 28 | 60 % |
+| 2 | business development | 9 | 19 % |
+| 3 | client relationship management | 9 | 19 % |
+| 4 | risk management | 8 | 17 % |
+| 5 | sales | 8 | 17 % |
+| 6 | wealth management | 8 | 17 % |
+| 7 | client acquisition | 7 | 15 % |
+| 8 | investment management | 7 | 15 % |
+| 9 | portfolio management | 7 | 15 % |
+| 10 | relationship building | 7 | 15 % |
+| 11 | estate planning | 5 | 11 % |
+| 12 | retirement planning | 5 | 11 % |
+| 13 | account management | 4 | 9 % |
+| 14 | banking | 4 | 9 % |
+| 15 | client relationship development | 4 | 9 % |
+| 16 | financial advice | 4 | 9 % |
+| 17 | financial analysis | 4 | 9 % |
+| 18 | investment strategy | 4 | 9 % |
+| 19 | risk assessment | 4 | 9 % |
+| 20 | client communication | 3 | 6 % |
+| 21 | financial advising | 3 | 6 % |
+| 22 | insurance sales | 3 | 6 % |
+| 23 | market analysis | 3 | 6 % |
+| 24 | marketing | 3 | 6 % |
+| 25 | portfolio review | 3 | 6 % |
+| 26 | relationship management | 3 | 6 % |
+
+## Methods — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | financial planning | 4 | 9 % |
+| 2 | marketing | 4 | 9 % |
+| 3 | business development | 3 | 6 % |
+| 4 | face-to-face sourcing | 3 | 6 % |
+| 5 | holistic financial planning | 3 | 6 % |
+| 6 | virtual sourcing | 3 | 6 % |
+
+## Responsibilities — full market ranking
+
+| # | Item | Ads | Share |
+|---|---|---|---|
+| 1 | client relationship building | 7 | 15 % |
+| 2 | appointment scheduling | 5 | 11 % |
+| 3 | client guidance | 5 | 11 % |
+| 4 | advice delivery | 4 | 9 % |
+| 5 | business development | 4 | 9 % |
+| 6 | client communication | 4 | 9 % |
+| 7 | compliance adherence | 4 | 9 % |
+| 8 | financial plan creation | 4 | 9 % |
+| 9 | relationship development | 4 | 9 % |
+| 10 | wealth management | 4 | 9 % |
+| 11 | client acquisition | 3 | 6 % |
+| 12 | client base growth | 3 | 6 % |
+| 13 | digital innovation adoption | 3 | 6 % |
+| 14 | financial coaching | 3 | 6 % |
+| 15 | plan management | 3 | 6 % |
+| 16 | practice building | 3 | 6 % |
+| 17 | relationship maintenance | 3 | 6 % |
+| 18 | relationship management | 3 | 6 % |
+| 19 | sales prospecting | 3 | 6 % |
+| 20 | strategy creation | 3 | 6 % |
+| 21 | team engagement | 3 | 6 % |
+
+## Regional breakdown
+
+> **Corpus note:** 47 relevant ads in total — below the 100-ad target for a fully reliable ranking. Percentages above should be read as indicative.
+
+### US (us)
+
+47 ads.
+
+**Top hard skills:**
+
+- financial planning — 60 % (28 ads)
+- business development — 19 % (9 ads)
+- client relationship management — 19 % (9 ads)
+- risk management — 17 % (8 ads)
+- sales — 17 % (8 ads)
+- wealth management — 17 % (8 ads)
+- client acquisition — 15 % (7 ads)
+- investment management — 15 % (7 ads)
+- portfolio management — 15 % (7 ads)
+- relationship building — 15 % (7 ads)
+
+**Top tools:**
+
+- CRM tools — 4 % (2 ads)
+- HubSpot — 4 % (2 ads)
+- LPL Financial — 4 % (2 ads)
+- Microsoft Excel — 4 % (2 ads)
+- Salesforce — 4 % (2 ads)
+
+**Seniority:** mid 77 % · junior 13 % · n/a 9 % · senior 2 %
+
+### 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 | 10 |
+| Investment Advisor | 2 |
+| Wealth Advisor | 2 |
+| Wealth Management Advisor | 2 |
+| AMP Financial Advisor Trainee - Easton, MD | 1 |
+| Associate Advisor | 1 |
+| Associate Financial Adviser | 1 |
+| Associate Investment Advisor | 1 |
+| Associate, Advisor | 1 |
+| Experienced Financial Advisor | 1 |
+| Experienced Financial Professional - Experienced Agent - Experienced Financial Advisor | 1 |
+| Financial Advisor - ($80-100k) Glen Burnie MD | 1 |
+| Financial Advisor - Columbia, MD and Surrounding | 1 |
+| Financial Advisor – Experienced Professionals | 1 |
+| Financial Advisor - Howard County, MD | 1 |
+| Financial Advisor - Roanoke, VA | 1 |
+| Financial Advisor - South Jersey | 1 |
+| Financial Advisor - Stamford, CT | 1 |
+| Financial Advisor - Wilmington, DE and Surrounding | 1 |
+| Financial Advisor Associate - Newtown, PA | 1 |
+| Financial Advisor Specializing in Wealth Advisory | 1 |
+| Financial Wealth Advisor - Baltimore, MD | 1 |
+| Internal Wholesaler and Investment Adviser Representative | 1 |
+| Investment Advisor I | 1 |
+| Investment Consultant | 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/profile.md
+++ b/references/profile.md
@@ -0,0 +1,25 @@
+# Occupation profile — investment adviser
+
+- **ESCO URI:** http://data.europa.eu/esco/occupation/38d9c76b-1a7b-4d65-879b-733ae7e9364e
+- **ESCO code:** 2412.6
+- **ISCO-08 group:** 2412 — Financial and investment advisers
+- **O*NET-SOC:** 13-2052.00 — Personal Financial Advisors (match: closeMatch)
+
+## Description (ESCO)
+
+Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small companies.
+
+## Definition
+
+nan
+
+## Alternative labels
+
+- financial and investment adviser
+- investment executive
+- corporate investment adviser
+- investment consultant
+- investment manager
+- investment advisor
+- RIA
+- investing director
--- a/references/skills.md
+++ b/references/skills.md
@@ -0,0 +1,71 @@
+# Competences — investment adviser
+
+Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/38d9c76b-1a7b-4d65-879b-733ae7e9364e).
+
+## Essential
+
+- **advise on financial matters** (skill/competence)
+- **advise on investment** (skill/competence)
+- **analyse financial risk** (skill/competence)
+- **analyse market financial trends** (skill/competence)
+- **assess financial viability** (skill/competence)
+- **assess risks of clients' assets** (skill/competence)
+- **asset management** (knowledge)
+- **banking activities** (knowledge)
+- **explain financial jargon** (skill/competence)
+- **financial markets** (knowledge)
+- **financial products** (knowledge)
+- **funding methods** (knowledge)
+- **interpret financial statements** (skill/competence)
+- **modern portfolio theory** (knowledge)
+- **monitor bond market** (skill/competence)
+- **monitor stock market** (skill/competence)
+- **obtain financial information** (skill/competence)
+- **provide financial product information** (skill/competence)
+- **provide support in financial calculation** (skill/competence)
+- **review investment portfolios** (skill/competence)
+- **securities** (knowledge)
+- **stock market** (knowledge)
+- **synthesise financial information** (skill/competence)
+
+## Optional
+
+- analyse business plans (skill/competence)
+- analyse financial performance of a company (skill/competence)
+- apply credit risk policy (skill/competence)
+- build business relationships (skill/competence)
+- business valuation techniques (knowledge)
+- communicate with banking professionals (skill/competence)
+- consult credit score (skill/competence)
+- create a financial plan (skill/competence)
+- credit control processes (knowledge)
+- develop investment portfolio (skill/competence)
+- ensure proper document management (skill/competence)
+- examine credit ratings (skill/competence)
+- fundamental analysis (knowledge)
+- green bonds (knowledge)
+- identify customer's needs (skill/competence)
+- impact investing (knowledge)
+- manage contracts (skill/competence)
+- perform clerical duties (skill/competence)
+- perform stock valuation (skill/competence)
+- principles of insurance (knowledge)
+- promote financial products (skill/competence)
+- prospect new customers (skill/competence)
+- social bonds (knowledge)
+- sustainable finance (knowledge)
+- types of insurance (knowledge)
+
+<!-- market-evidence -->
+
+## Market evidence (job-ad analysis, 47 ads, as of 2026-07-14)
+
+Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
+
+### Hard skills
+
+- financial planning — **60 %**
+- business development — **19 %**
+- client relationship management — **19 %**
+
+<!-- market-evidence -->
--- a/references/tasks.md
+++ b/references/tasks.md
@@ -0,0 +1,45 @@
+# Tasks & work activities — investment adviser
+
+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 — investment adviser
+
+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 |  |