feat: investment-fund-management-assistant skill package v0.1.0

2026-08-14 17:20:23 +02:00
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--- a/PROVENANCE.md
+++ b/PROVENANCE.md
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+# Data provenance — investment-fund-management-assistant
+
+Where the content of this skill package comes from, counted by
+content items (tasks, competences, tools, evidence entries, curated
+knowledge). Rendered live by Gitea:
+
+```mermaid
+%%{init: {'theme':'base','themeVariables':{'pie1':'#f9a825','pie2':'#1e88e5','pie3':'#d97757','pie4':'#8e24aa','pieOuterStrokeWidth':'0px','pieSectionTextColor':'#fff'}}}%%
+pie showData
+    title Content sources — investment-fund-management-assistant
+    "ESCO (occupation & competences)" : 39
+    "O*NET (tasks & tools)" : 68
+    "Anthropic official Claude skills" : 6
+    "External AI skill packs (mapped)" : 164
+```
+
+| Source | Items | Share | Files |
+|---|---|---|---|
+| ESCO (occupation & competences) | 39 | 14.1 % | references/profile.md, references/skills.md |
+| O*NET (tasks & tools) | 68 | 24.5 % | references/tasks.md, references/tools.md |
+| Job boards (market evidence) | 0 | 0.0 % | references/market.md (full report) + "Market evidence" headline sections |
+| Wikipedia & AI expert curation | 0 | 0.0 % | glossary, literature, usecases, intake, quality, evals/ |
+| Anthropic official Claude skills | 6 | 2.2 % | references/ai-skills.md, section "anthropics/skills" (official Claude Code skills) |
+| External AI skill packs (mapped) | 164 | 59.2 % | references/ai-skills.md (per-source attribution inside) |
+| Stack Exchange practitioner Q&A (CC-BY-SA) | 0 | 0.0 % | references/practitioner-qa.md (per-entry attribution inside) |
+
+Licensing: O*NET (USDOL/ETA, CC BY 4.0) · ESCO (© European Union) ·
+job-ad evidence via official APIs (JSearch/Adzuna) · Wikipedia content
+paraphrased with source URLs — never copied · external AI skills are
+linked, not copied (Apache-2.0/MIT/source-available, see ai-skills.md).
--- a/SKILL.md
+++ b/SKILL.md
@@ -0,0 +1,53 @@
+---
+name: investment-fund-management-assistant
+description: "Occupational skill for the role 'investment fund management assistant' (also: investment fund clerk, investment fund office clerk, investment fund specialist, investment fund assistant). Use when the user asks for typical investment fund management assistant work such as: typical investment fund management assistant responsibilities"
+---
+
+# Investment Fund Management Assistant
+
+Investment fund management assistants provide clients with financial planning advice on financial products and serve as the main contact point for new and old clients. They assist and perform preparatory work in the creation and administration of funds and help with the implementation of fund management decisions made by the portfolio or fund manager.
+
+## Core workflow
+
+
+## How to use this skill
+
+- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
+- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
+- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
+- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
+- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
+
+## Key competences (essential)
+
+- advise on financial matters
+- analyse economic trends
+- analyse market financial trends
+- asset management
+- assist in fund management
+- banking activities
+- communicate with banking professionals
+- communicate with customers
+- create a financial report
+- economics
+- financial markets
+- financial products
+- funding methods
+- manage securities
+- offer financial services
+
+## Hot technologies
+
+- Microsoft Access
+- Microsoft Excel
+- Microsoft Office software
+- Microsoft Outlook
+- Microsoft Power BI
+- Microsoft PowerPoint
+- Microsoft Project
+- Microsoft Visio
+- Microsoft Word
+- SAP software
+
+---
+*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/934c3572-37f4-4cdd-a4a4-017f5f7809e4), O*NET 30.3 (11-3031.03, manual nearest match). See manifest.json for licensing/attribution.*
--- a/manifest.json
+++ b/manifest.json
@@ -0,0 +1,250 @@
+{
+  "name": "investment-fund-management-assistant",
+  "title": "investment fund management assistant",
+  "version": "0.1.0",
+  "layer": "core",
+  "language": "en",
+  "generated": "2026-07-07",
+  "ids": {
+    "esco_uri": "http://data.europa.eu/esco/occupation/934c3572-37f4-4cdd-a4a4-017f5f7809e4",
+    "esco_code": "2412.6.2",
+    "isco_group": "2412",
+    "onet_soc": "11-3031.03",
+    "crosswalk_match": "manual nearest via ISCO 2412 (Investment Fund Managers)"
+  },
+  "sources": [
+    {
+      "name": "ESCO",
+      "version": "1.2.1",
+      "url": "https://esco.ec.europa.eu/"
+    },
+    {
+      "name": "O*NET",
+      "version": "30.3",
+      "url": "https://www.onetcenter.org/",
+      "license": "CC BY 4.0"
+    }
+  ],
+  "attribution": "This package includes information from the O*NET Database (v30.3) by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0. skillfactor is not endorsed by USDOL/ETA. ESCO data (v1.2.1) (c) European Union, used per the ESCO download conditions: https://esco.ec.europa.eu/en/use-esco/download",
+  "counts": {
+    "tasks": 0,
+    "dwas": 0,
+    "skills_essential": 18,
+    "skills_optional": 20,
+    "software": 0
+  },
+  "enrichment_ai_skills": {
+    "generated": "2026-07-14",
+    "method": "deterministic mapping (ISCO prefix + title/competence keywords)",
+    "sources": {
+      "anthropics/skills": {
+        "repo": "https://github.com/anthropics/skills",
+        "commit": "f6656c1",
+        "license": "Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available \u2014 see the LICENSE.txt in the upstream skill folder",
+        "skills": 3
+      },
+      "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": 2
+      },
+      "open-gitagent/opengap": {
+        "repo": "https://github.com/open-gitagent/opengap",
+        "commit": "d7a8e2e",
+        "license": "MIT",
+        "skills": 1
+      },
+      "foryourhealth111-pixel/Vibe-Skills": {
+        "repo": "https://github.com/foryourhealth111-pixel/Vibe-Skills",
+        "commit": "34429a8",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "nexu-io/open-design": {
+        "repo": "https://github.com/nexu-io/open-design",
+        "commit": "4b66023",
+        "license": "Apache-2.0",
+        "skills": 2
+      },
+      "alirezarezvani/claude-skills": {
+        "repo": "https://github.com/alirezarezvani/claude-skills",
+        "commit": "0241f43",
+        "license": "MIT",
+        "skills": 3
+      },
+      "jeremylongshore/claude-code-plugins-plus-skills": {
+        "repo": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills",
+        "commit": "e112938a",
+        "license": "MIT",
+        "skills": 12
+      },
+      "affaan-m/everything-claude-code": {
+        "repo": "https://github.com/affaan-m/everything-claude-code",
+        "commit": "ed38744",
+        "license": "MIT",
+        "skills": 3
+      },
+      "vibeeval/vibecosystem": {
+        "repo": "https://github.com/vibeeval/vibecosystem",
+        "commit": "cea9462",
+        "license": "MIT",
+        "skills": 1
+      },
+      "kazukinagata/shinkoku": {
+        "repo": "https://github.com/kazukinagata/shinkoku",
+        "commit": "e610b30",
+        "license": "MIT",
+        "skills": 1
+      },
+      "brycewang-stanford/Auto-Empirical-Research-Skills": {
+        "repo": "https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills",
+        "commit": "85bf545",
+        "license": "CC-BY-4.0",
+        "skills": 5
+      },
+      "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
+      },
+      "mohitagw15856/pm-claude-skills": {
+        "repo": "https://github.com/mohitagw15856/pm-claude-skills",
+        "commit": "876fa30",
+        "license": "MIT",
+        "skills": 8
+      },
+      "nowork-studio/NotFair": {
+        "repo": "https://github.com/nowork-studio/NotFair",
+        "commit": "99bda4b",
+        "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
+      },
+      "a5c-ai/babysitter": {
+        "repo": "https://github.com/a5c-ai/babysitter",
+        "commit": "44a5d58b",
+        "license": "MIT",
+        "skills": 11
+      },
+      "AgriciDaniel/claude-ads": {
+        "repo": "https://github.com/AgriciDaniel/claude-ads",
+        "commit": "669c760",
+        "license": "MIT",
+        "skills": 3
+      },
+      "jeecgboot/skills": {
+        "repo": "https://github.com/jeecgboot/skills",
+        "commit": "ec0ec08",
+        "license": "Apache-2.0",
+        "skills": 1
+      },
+      "davepoon/buildwithclaude": {
+        "repo": "https://github.com/davepoon/buildwithclaude",
+        "commit": "3c94e0c",
+        "license": "MIT",
+        "skills": 2
+      },
+      "coreyhaines31/makerskills": {
+        "repo": "https://github.com/coreyhaines31/makerskills",
+        "commit": "17218de",
+        "license": "MIT",
+        "skills": 2
+      },
+      "nexscope-ai/eCommerce-Skills": {
+        "repo": "https://github.com/nexscope-ai/eCommerce-Skills",
+        "commit": "56f3288",
+        "license": "MIT",
+        "skills": 1
+      },
+      "basicmachines-co/basic-memory": {
+        "repo": "https://github.com/basicmachines-co/basic-memory",
+        "commit": "53da71c",
+        "license": "custom (see upstream LICENSE)",
+        "skills": 2
+      },
+      "harperreed/dotfiles": {
+        "repo": "https://github.com/harperreed/dotfiles",
+        "commit": "6b5ced1",
+        "license": "MIT",
+        "skills": 1
+      },
+      "jezweb/claude-skills": {
+        "repo": "https://github.com/jezweb/claude-skills",
+        "commit": "e875a6b",
+        "license": "MIT",
+        "skills": 1
+      },
+      "ruvnet/claude-code-flow": {
+        "repo": "https://github.com/ruvnet/claude-code-flow",
+        "commit": "73914bd",
+        "license": "MIT",
+        "skills": 2
+      },
+      "ruvnet/ruflo": {
+        "repo": "https://github.com/ruvnet/ruflo",
+        "commit": "73914bd",
+        "license": "MIT",
+        "skills": 2
+      },
+      "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": 2
+      }
+    },
+    "total_skills": 80,
+    "tiers": {
+      "core": 24,
+      "adjacent": 56
+    }
+  },
+  "provenance": {
+    "items": {
+      "esco": 39,
+      "onet": 68,
+      "jobads": 0,
+      "wiki_ai": 0,
+      "anthropic": 6,
+      "ai_skills": 164,
+      "stackx": 0
+    },
+    "share_percent": {
+      "esco": 14.1,
+      "onet": 24.5,
+      "jobads": 0.0,
+      "wiki_ai": 0.0,
+      "anthropic": 2.2,
+      "ai_skills": 59.2,
+      "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 +1,338 @@
+# External AI agent skills — investment-fund-management-assistant
+
+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 |
+|---|---|---|---|
+| `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) |
+| `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) |
+
+## 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 |
+|---|---|---|---|
+| `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) |
+| `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) |
+| `financial-dashboard-generator` | adjacent | Automated financial dashboard and KPI visualization skill with executive reporting capabilities | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/financial-dashboard-generator) |
+| `monte-carlo-financial-simulator` | adjacent | 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) |
+| `three-statement-model-builder` | adjacent | Integrated three-statement financial model builder linking income statement, balance sheet, and cash flow statement with circular reference handling | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/three-statement-model-builder) |
+| `throughput-accountant` | adjacent | TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/operations/skills/throughput-accountant) |
+| `xbrl-filing-generator` | adjacent | XBRL financial statement tagging and SEC filing preparation skill | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/xbrl-filing-generator) |
+| `trade-lifecycle` | adjacent | Implement and manage trade lifecycle processes — order management, execution, clearing, settlement, and reconciliation workflows. | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/trade-lifecycle) |
+| `translation-management` | adjacent | Integration with translation management systems and i18n workflows. Connect with Crowdin, Transifex, Weblate, manage translation memory, synchronize glossaries, and automate localization pipelines. | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/technical-documentation/skills/translation-management) |
+| `audit-workpaper-generator` | adjacent | Automated audit workpaper preparation skill with PBC list management | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/audit-workpaper-generator) |
+| `context-engineering` | adjacent | Context window monitoring and budget management. Keeps orchestrator at 15-30% context usage while subagents get full 200k tokens. Provides warnings at thresholds, context-aware summarization triggers, and wave-level budget planning. | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/methodologies/gsd/skills/context-engineering) |
+
+## 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) |
+| `agentic-os` | adjacent | Build persistent multi-agent operating systems on Claude Code. Covers kernel architecture, specialist agents, slash commands, file-based memory, scheduled automation, and state management without external databases. | [source](https://github.com/affaan-m/everything-claude-code/tree/ed38744/skills/agentic-os) |
+| `content-engine` | adjacent | Create platform-native content systems for X, LinkedIn, TikTok, YouTube, newsletters, and repurposed multi-platform campaigns. Use when the user wants social posts, threads, scripts, content calendars, or one source asset adapted cleanly … | [source](https://github.com/affaan-m/everything-claude-code/tree/ed38744/.agents/skills/content-engine) |
+
+## 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-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) |
+| `ads-math` | core | Calculate and model paid-media CPA, CPL, CPC, CPM, ROAS, MER, break-even targets, contribution margin, LTV:CAC, impression-share opportunity, budgets, forecasts, and experiment economics. Use for PPC math, ad calculator, break-even … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/skills/ads-math) |
+| `ads-optimize` | adjacent | Diagnose and draft or explicitly apply paid-ad optimizations using evidence, financial constraints, experiments, and capability-gated adapters. Use for campaign optimization, budget reallocation, bid changes, pausing or archiving ads, … | [source](https://github.com/AgriciDaniel/claude-ads/tree/669c760/skills/ads-optimize) |
+
+## Source: 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: 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` | adjacent | Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/finance-skills) |
+| `ceo-advisor` | adjacent | Executive leadership guidance for strategic decision-making, organizational development, and stakeholder management. Use when planning strategy, preparing board presentations, managing investors, developing organizational culture, making … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/c-level-advisor/skills/ceo-advisor) |
+
+## 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-schema` | adjacent | Schema lifecycle management for Basic Memory: discover unschemaed notes, infer schemas, create and edit schema definitions, validate notes, and detect drift. Use when working with structured note types (Task, Person, Meeting, etc.) to … | [source](https://github.com/basicmachines-co/basic-memory/tree/53da71c/skills/memory-schema) |
+| `memory-tasks` | adjacent | 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 |
+|---|---|---|---|
+| `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) |
+| `lit-review-assistant` | core | Search, summarize, and synthesize economics literature | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/09-meleantonio-awesome-econ-ai-stuff/_skills/literature/lit-review-assistant) |
+| `cost-benefit` | adjacent | Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/58-charlescoverdale-econstack/cost-benefit) |
+| `education-data-source-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) |
+| `hud` | adjacent | Diverga HUD (Heads-Up Display) management skill. Configure and manage the research project statusline display. Supports multiple presets: research, checkpoint, memory, minimal. Triggers: "hud", "statusline", "display settings | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/25-HosungYou-Diverga/skills/hud) |
+
+## 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) |
+| `company-cfo` | adjacent | Monthly CFO workflow for a company or agency — pull raw data from bank + payment processor + payroll + expense management, categorize and reconcile, compute end-of-month cash via transaction-sum method, update a scenario projector for … | [source](https://github.com/coreyhaines31/makerskills/tree/17218de/skills/company-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` | adjacent | 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) |
+| `google-calendar-automation` | adjacent | Automate Google Calendar events, scheduling, availability checks, and attendee management via Rube MCP (Composio). Create events, find free slots, manage attendees, and list calendars programmatically. | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/all-skills/skills/google-calendar-automation) |
+
+## 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 |
+|---|---|---|---|
+| `agent-memory-mcp` | adjacent | 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) |
+| `c-pro` | adjacent | Write efficient C code with proper memory management, pointer | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/development/c-pro) |
+
+## 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: 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` | adjacent | 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) |
+| `company-valuation` | adjacent | Estimate the intrinsic value of a public company using DCF, relative (peer multiple) and sum-of-parts (SOTP) methods, then triangulate to an implied share price with upside/downside versus the current market price. Use this skill whenever … | [source](https://github.com/himself65/finance-skills/tree/87f688e/plugins/market-analysis/skills/company-valuation) |
+
+## Source: jeecgboot/skills
+
+- Repository: [https://github.com/jeecgboot/skills](https://github.com/jeecgboot/skills) (commit `ec0ec08`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `jimureport` | core | 积木报表生成器 — 自然语言描述报表需求或提供截图，自动生成积木报表（支持数据报表、打印报表、分组报表、循环报表、数据填报等全类型）。Use when user says "积木报表", "jmreport", "Excel报表", "数据填报", "可视化报表", "打印报表", "分组报表", "循环报表", "按照截图生成报表", "创建积木报表", "做一个可视化报表", "积木设计器", "create jimureport", "visual report". … | [source](https://github.com/jeecgboot/skills/tree/ec0ec08/jimureport) |
+
+## 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-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) |
+| `fondo-reference-architecture` | adjacent | Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Trigger: "fondo architecture", "startup finance stack", "fondo integration … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-reference-architecture) |
+| `find-cpa-firm` | adjacent | Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/mcp/servicegraph/skills/find-cpa-firm) |
+| `fondo-ci-integration` | adjacent | Automate financial reporting workflows that complement Fondo with CI/CD pipelines for expense tracking, budget alerts, and financial data validation. Trigger: "fondo CI", "fondo automation", "fondo financial alerts".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-ci-integration) |
+| `fondo-debug-bundle` | adjacent | Collect diagnostic information for Fondo support including integration status, transaction discrepancies, and financial data reconciliation issues. Trigger: "fondo debug", "fondo support", "fondo diagnostic", "fondo reconciliation".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-debug-bundle) |
+| `fondo-hello-world` | adjacent | Verify Fondo setup by checking financial data sync, reviewing categorized transactions, and confirming R&D tax credit eligibility. Trigger: "fondo first sync", "fondo verify", "fondo hello world", "fondo test".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-hello-world) |
+| `fondo-local-dev-loop` | adjacent | Configure local development workflows that integrate with Fondo for financial data, using Fondo exports with QuickBooks or accounting tools. Trigger: "fondo dev setup", "fondo export", "fondo QuickBooks", "fondo local data".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-local-dev-loop) |
+| `fondo-prod-checklist` | adjacent | Execute Fondo production readiness checklist for year-end tax filing, R&D credit claims, and board-ready financial reporting. Trigger: "fondo production", "fondo tax filing ready", "fondo year-end checklist".  | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-prod-checklist) |
+| `evernote-core-workflow-a` | adjacent | Execute Evernote primary workflow: Note Creation and Management. Use when creating notes, organizing content, managing notebooks, or implementing note-taking features. Trigger with phrases like "create evernote note", "evernote note … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/evernote-pack/skills/evernote-core-workflow-a) |
+| `navan-core-workflow-b` | adjacent | Manage Navan expense reporting, transaction data, and ERP synchronization. Use when building expense pipelines, automating approval workflows, or syncing transactions to accounting systems. Trigger with "navan expense management", "navan … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/navan-pack/skills/navan-core-workflow-b) |
+
+## 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 |
+|---|---|---|---|
+| `shopify-products` | adjacent | Create and manage Shopify products via the Admin GraphQL API or CSV import. Workflow: gather data, choose method, execute, verify. Use whenever the user wants to add products to Shopify, bulk-import a catalog from CSV/spreadsheet/URL, … | [source](https://github.com/jezweb/claude-skills/tree/e875a6b/plugins/shopify/skills/shopify-products) |
+
+## 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: 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` | adjacent | 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) |
+| `azure-ai-projects-java` | adjacent | Azure AI Projects SDK for Java. High-level SDK for Azure AI Foundry project management including connections, datasets, indexes, and evaluations. Triggers: "AIProjectClient java", "azure ai projects java", "Foundry project java", … | [source](https://github.com/microsoft/skills/tree/dc543aa/.github/plugins/azure-sdk-java/skills/azure-ai-projects-java) |
+
+## 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 |
+|---|---|---|---|
+| `roadmap-presentation` | core | Create structured roadmap presentations calibrated to any audience. Use when asked to build a product roadmap, present roadmap to leadership, create a roadmap slide, or communicate quarterly plans to execs, teams, or customers. Produces an … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-planning/skills/roadmap-presentation) |
+| `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) |
+| `credit-memo` | adjacent | 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) |
+| `excel-model` | adjacent | Build a real, formula-driven Excel (.xlsx) model — not a static table. Use when asked to build an Excel model, a financial model, a budget/forecast spreadsheet, or any .xlsx with live formulas a user can edit. Produces an actual .xlsx file … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-documents/skills/excel-model) |
+| `financial-model-narrative` | adjacent | Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-finance/skills/financial-model-narrative) |
+| `financial-statement-explainer` | adjacent | Explain a financial statement (P&L, balance sheet, or cash flow) in plain English. Use when asked to explain a P&L / income statement, a balance sheet, a cash flow statement, or to make financials understandable to a non-finance reader. … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-accounting/skills/financial-statement-explainer) |
+| `budget-variance-analysis` | adjacent | 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) |
+| `carbon-accounting-check` | adjacent | Sanity-check a greenhouse gas inventory before it goes into a report or gets audited. Use when asked to review a carbon footprint, check a GHG inventory, validate scope 1/2/3 numbers, explain a year-over-year emissions change, or prepare … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-climate/skills/carbon-accounting-check) |
+
+## 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-content-marketing` | adjacent | 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) |
+
+## Source: nexu-io/open-design
+
+- Repository: [https://github.com/nexu-io/open-design](https://github.com/nexu-io/open-design) (commit `4b66023`, retrieved 2026-07-14)
+- License: Apache-2.0
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `finance-report` | core | 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) |
+| `clinical-case-report` | adjacent | Structured medical case presentation for clinical rounds, conferences, and documentation. Generates SOAP-format or narrative case reports with physiologically accurate vitals, labs, and evidence-based plans. Use when the brief mentions … | [source](https://github.com/nexu-io/open-design/tree/4b66023/design-templates/clinical-case-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 |
+|---|---|---|---|
+| `AgentDB Memory Patterns` | adjacent | Implement persistent memory patterns for AI agents using AgentDB. Includes session memory, long-term storage, pattern learning, and context management. Use when building stateful agents, chat systems, or intelligent assistants. | [source](https://github.com/ruvnet/claude-code-flow/tree/73914bd/.agents/skills/agentdb-memory-patterns) |
+| `Hooks Automation` | adjacent | Automated coordination, formatting, and learning from Claude Code operations using intelligent hooks with MCP integration. Includes pre$post task hooks, session management, Git integration, memory coordination, and neural pattern training … | [source](https://github.com/ruvnet/claude-code-flow/tree/73914bd/.agents/skills/hooks-automation) |
+
+## Source: ruvnet/ruflo
+
+- Repository: [https://github.com/ruvnet/ruflo](https://github.com/ruvnet/ruflo) (commit `73914bd`, retrieved 2026-07-14)
+- License: MIT
+
+| Skill | Tier | What it adds | Upstream |
+|---|---|---|---|
+| `AgentDB Memory Patterns` | adjacent | Implement persistent memory patterns for AI agents using AgentDB. Includes session memory, long-term storage, pattern learning, and context management. Use when building stateful agents, chat systems, or intelligent assistants. | [source](https://github.com/ruvnet/ruflo/tree/73914bd/.agents/skills/agentdb-memory-patterns) |
+| `Hooks Automation` | adjacent | Automated coordination, formatting, and learning from Claude Code operations using intelligent hooks with MCP integration. Includes pre$post task hooks, session management, Git integration, memory coordination, and neural pattern training … | [source](https://github.com/ruvnet/ruflo/tree/73914bd/.agents/skills/hooks-automation) |
+
+## 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) |
--- a/references/profile.md
+++ b/references/profile.md
@@ -0,0 +1,20 @@
+# Occupation profile — investment fund management assistant
+
+- **ESCO URI:** http://data.europa.eu/esco/occupation/934c3572-37f4-4cdd-a4a4-017f5f7809e4
+- **ESCO code:** 2412.6.2
+- **ISCO-08 group:** 2412 — Financial and investment advisers
+
+## Description (ESCO)
+
+Investment fund management assistants provide clients with financial planning advice on financial products and serve as the main contact point for new and old clients. They assist and perform preparatory work in the creation and administration of funds and help with the implementation of fund management decisions made by the portfolio or fund manager.
+
+## Definition
+
+nan
+
+## Alternative labels
+
+- investment fund clerk
+- investment fund office clerk
+- investment fund specialist
+- investment fund assistant
--- a/references/skills.md
+++ b/references/skills.md
@@ -0,0 +1,47 @@
+# Competences — investment fund management assistant
+
+Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/934c3572-37f4-4cdd-a4a4-017f5f7809e4).
+
+## Essential
+
+- **advise on financial matters** (skill/competence)
+- **analyse economic trends** (skill/competence)
+- **analyse market financial trends** (skill/competence)
+- **asset management** (knowledge)
+- **assist in fund management** (skill/competence)
+- **banking activities** (knowledge)
+- **communicate with banking professionals** (skill/competence)
+- **communicate with customers** (skill/competence)
+- **create a financial report** (skill/competence)
+- **economics** (knowledge)
+- **financial markets** (knowledge)
+- **financial products** (knowledge)
+- **funding methods** (knowledge)
+- **manage securities** (skill/competence)
+- **offer financial services** (skill/competence)
+- **prepare financial statements** (skill/competence)
+- **present reports** (skill/competence)
+- **securities** (knowledge)
+
+## Optional
+
+- accounting (knowledge)
+- accounting techniques (knowledge)
+- actuarial science (knowledge)
+- analyse financial performance of a company (skill/competence)
+- analyse financial risk (skill/competence)
+- calculate tax (skill/competence)
+- compare property values (skill/competence)
+- examine credit ratings (skill/competence)
+- financial forecasting (knowledge)
+- financial statements (knowledge)
+- handle financial transactions (skill/competence)
+- implement marketing strategies (skill/competence)
+- maintain records of financial transactions (skill/competence)
+- manage contracts (skill/competence)
+- manage sales channels (skill/competence)
+- monitor stock market (skill/competence)
+- provide financial product information (skill/competence)
+- review investment portfolios (skill/competence)
+- stock market (knowledge)
+- trading software (knowledge)
--- a/references/tasks.md
+++ b/references/tasks.md
@@ -0,0 +1,52 @@
+# Tasks & work activities — investment fund management assistant
+
+Source: O*NET 30.3, occupation 11-3031.03 (Investment Fund Managers) — manual nearest-occupation mapping via ISCO group 2412; the official ESCO crosswalk has no entry for this ESCO occupation.
+
+## Task statements
+
+- **[Core]** Prepare for and respond to regulatory inquiries.
+- **[Supplemental]** Verify regulatory compliance of transaction reporting.
+- **[Core]** Hire or evaluate staff.
+- **[Supplemental]** Direct activities of accounting or operations departments.
+- **[Core]** Develop, implement, or monitor security valuation policies.
+- **[Core]** Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
+- **[Supplemental]** Review offering documents or marketing materials to ensure regulatory compliance.
+- **[Core]** Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
+- **[Core]** Present investment information, such as product risks, fees, or fund performance statistics.
+- **[Core]** Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
+- **[Core]** Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
+- **[Core]** Meet with investors to determine investment goals or to discuss investment strategies.
+- **[Supplemental]** Identify group or individual target investors for a specific fund.
+- **[Core]** Develop or direct development of offering documents or marketing materials.
+- **[Core]** Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
+- **[Core]** Develop or implement fund investment policies or strategies.
+- **[Core]** Select or direct the execution of trades.
+- **[Supplemental]** Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
+- **[Core]** Manage investment funds to maximize return on client investments.
+- **[Core]** Select specific investments or investment mixes for purchase by an investment fund.
+
+## Detailed work activities
+
+- Advise others on business or operational matters.
+- Analyze forecasting data to improve business decisions.
+- Approve expenditures.
+- Communicate organizational information to customers or other stakeholders.
+- Coordinate with external parties to exchange information.
+- Determine operational compliance with regulations or standards.
+- Develop organizational policies or programs.
+- Develop promotional materials.
+- Direct financial operations.
+- Direct organizational operations, projects, or services.
+- Direct sales, marketing, or customer service activities.
+- Evaluate employee performance.
+- Evaluate potential of products, technologies, or resources.
+- Examine financial records to ensure compliance with policies or regulations.
+- Examine marketing materials to ensure compliance with policies or regulations.
+- Hire personnel.
+- Identify potential customers.
+- Implement organizational process or policy changes.
+- Maintain knowledge of current developments in area of expertise.
+- Monitor external affairs or events affecting business operations.
+- Monitor financial activities.
+- Monitor financial indicators.
+- Monitor organizational procedures to ensure proper functioning.
--- a/references/tools.md
+++ b/references/tools.md
@@ -0,0 +1,30 @@
+# Tools & technology — investment fund management assistant
+
+Source: O*NET 30.3, occupation 11-3031.03 (Investment Fund Managers) — manual nearest-occupation mapping via ISCO group 2412; the official ESCO crosswalk has no entry for this ESCO occupation.
+
+| Software | Category | Hot technology |
+|---|---|---|
+| Microsoft Access | Data base user interface and query software | yes |
+| Microsoft Excel | Spreadsheet software | yes |
+| Microsoft Office software | Office suite software | yes |
+| Microsoft Outlook | Electronic mail software | yes |
+| Microsoft Power BI | Business intelligence and data analysis software | yes |
+| Microsoft PowerPoint | Presentation software | yes |
+| Microsoft Project | Project management software | yes |
+| Microsoft Visio | Process mapping and design software | yes |
+| Microsoft Word | Word processing software | yes |
+| SAP software | Enterprise resource planning ERP software | yes |
+| SAS | Analytical or scientific software | yes |
+| Structured query language SQL | Data base user interface and query software | yes |
+| Tableau | Business intelligence and data analysis software | yes |
+| Autodesk AutoCAD Blue Sky | Computer aided design CAD software |  |
+| Financial accounting software | Accounting software |  |
+| Microsoft MapPoint | Map creation software |  |
+| Oracle Hyperion | Enterprise resource planning ERP software |  |
+| Oracle Hyperion Planning | Financial analysis software |  |
+| Portfolio analysis software | Financial analysis software |  |
+| ReadSoft | Document management software |  |
+| Risk analysis software | Analytical or scientific software |  |
+| Statistical analysis software | Analytical or scientific software |  |
+| SunGard Financial Systems AddVantage | Financial analysis software |  |
+| Web browser software | Internet browser software |  |