From 5b2c7af0ea4a1afd54849eaf9e940b9ea8ef1e71 Mon Sep 17 00:00:00 2001 From: skillfactor-pipeline Date: Fri, 14 Aug 2026 17:20:14 +0200 Subject: [PATCH] feat: investment-manager skill package v0.1.0 --- PROVENANCE.md | 31 ++++ SKILL.md | 61 ++++++++ manifest.json | 250 +++++++++++++++++++++++++++++ references/ai-skills.md | 338 ++++++++++++++++++++++++++++++++++++++++ references/market.md | 93 +++++++++++ references/profile.md | 24 +++ references/skills.md | 86 ++++++++++ references/tasks.md | 60 +++++++ references/tools.md | 198 +++++++++++++++++++++++ 9 files changed, 1141 insertions(+) create mode 100644 PROVENANCE.md create mode 100644 SKILL.md create mode 100644 manifest.json create mode 100644 references/ai-skills.md create mode 100644 references/market.md create mode 100644 references/profile.md create mode 100644 references/skills.md create mode 100644 references/tasks.md create mode 100644 references/tools.md diff --git a/PROVENANCE.md b/PROVENANCE.md new file mode 100644 index 0000000..beaadf1 --- /dev/null +++ b/PROVENANCE.md @@ -0,0 +1,31 @@ +# Data provenance — investment-manager + +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-manager + "ESCO (occupation & competences)" : 52 + "O*NET (tasks & tools)" : 232 + "Job boards (market evidence)" : 58 + "Anthropic official Claude skills" : 6 + "External AI skill packs (mapped)" : 164 +``` + +| Source | Items | Share | Files | +|---|---|---|---| +| ESCO (occupation & competences) | 52 | 10.2 % | references/profile.md, references/skills.md | +| O*NET (tasks & tools) | 232 | 45.3 % | references/tasks.md, references/tools.md | +| Job boards (market evidence) | 58 | 11.3 % | 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 | 1.2 % | references/ai-skills.md, section "anthropics/skills" (official Claude Code skills) | +| External AI skill packs (mapped) | 164 | 32.0 % | references/ai-skills.md (per-source attribution inside) | +| Stack Exchange practitioner Q&A (CC-BY-SA) | 0 | 0.0 % | references/practitioner-qa.md (per-entry attribution inside) | + +Licensing: O*NET (USDOL/ETA, CC BY 4.0) · ESCO (© European Union) · +job-ad evidence via official APIs (JSearch/Adzuna) · Wikipedia content +paraphrased with source URLs — never copied · external AI skills are +linked, not copied (Apache-2.0/MIT/source-available, see ai-skills.md). diff --git a/SKILL.md b/SKILL.md new file mode 100644 index 0000000..51e0d80 --- /dev/null +++ b/SKILL.md @@ -0,0 +1,61 @@ +--- +name: investment-manager +description: "Occupational skill for the role 'investment manager' (also: investments manager, investment executive, investment consultant, portfolio analyst, investments portfolio manager, global investment manager). Use when the user asks for typical investment manager work such as: Advise clients on aspects of capitalization, such as amounts, sources, or timing.; Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.; Assess companies as investments for clients by examining company facilities." +--- + +# Investment Manager + +Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represented in financial products or securities. They analyse behaviour in financial markets, interests rates, and the companies' position in order to advise on risks and profitability for the client. + +## Core workflow + +1. Advise clients on aspects of capitalization, such as amounts, sources, or timing. +2. Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies. +3. Assess companies as investments for clients by examining company facilities. +4. Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts. +5. Collaborate with investment bankers to attract new corporate clients. +6. Conduct financial analyses related to investments in green construction or green retrofitting projects. +7. Confer with clients to restructure debt, refinance debt, or raise new debt. +8. Create client presentations of plan details. + +## 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 business plans +- analyse financial performance of a company +- analyse financial risk +- analyse market financial trends +- assess financial viability +- asset management +- banking activities +- corporate social responsibility +- develop investment portfolio +- enforce financial policies +- financial analysis +- financial management +- financial products +- financial statements + +## Hot technologies + +- Intuit QuickBooks +- IBM SPSS Statistics +- SAS +- The MathWorks MATLAB +- Alteryx software +- Microsoft Power BI +- Tableau +- Salesforce software +- Apache Hive +- Teradata Database + +--- +*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/0ecedad1-1144-45ff-83db-a3c4db393036), O*NET 30.3 (13-2051.00). See manifest.json for licensing/attribution.* diff --git a/manifest.json b/manifest.json new file mode 100644 index 0000000..e6ba5be --- /dev/null +++ b/manifest.json @@ -0,0 +1,250 @@ +{ + "name": "investment-manager", + "title": "investment manager", + "version": "0.1.0", + "layer": "core", + "language": "en", + "generated": "2026-07-07", + "ids": { + "esco_uri": "http://data.europa.eu/esco/occupation/0ecedad1-1144-45ff-83db-a3c4db393036", + "esco_code": "2412.6.3", + "isco_group": "2412", + "onet_soc": "13-2051.00", + "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": 26, + "dwas": 25, + "skills_essential": 29, + "skills_optional": 22, + "software": 180 + }, + "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 + }, + "a5c-ai/babysitter": { + "repo": "https://github.com/a5c-ai/babysitter", + "commit": "44a5d58b", + "license": "MIT", + "skills": 12 + }, + "alirezarezvani/claude-skills": { + "repo": "https://github.com/alirezarezvani/claude-skills", + "commit": "0241f43", + "license": "MIT", + "skills": 4 + }, + "davepoon/buildwithclaude": { + "repo": "https://github.com/davepoon/buildwithclaude", + "commit": "3c94e0c", + "license": "MIT", + "skills": 1 + }, + "nowork-studio/NotFair": { + "repo": "https://github.com/nowork-studio/NotFair", + "commit": "99bda4b", + "license": "MIT", + "skills": 1 + }, + "jeremylongshore/claude-code-plugins-plus-skills": { + "repo": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills", + "commit": "e112938a", + "license": "MIT", + "skills": 12 + }, + "davila7/claude-code-templates": { + "repo": "https://github.com/davila7/claude-code-templates", + "commit": "fa79251", + "license": "MIT", + "skills": 7 + }, + "himself65/finance-skills": { + "repo": "https://github.com/himself65/finance-skills", + "commit": "87f688e", + "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": 4 + }, + "brycewang-stanford/Auto-Empirical-Research-Skills": { + "repo": "https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills", + "commit": "85bf545", + "license": "CC-BY-4.0", + "skills": 3 + }, + "nexscope-ai/eCommerce-Skills": { + "repo": "https://github.com/nexscope-ai/eCommerce-Skills", + "commit": "56f3288", + "license": "MIT", + "skills": 3 + }, + "open-gitagent/opengap": { + "repo": "https://github.com/open-gitagent/opengap", + "commit": "d7a8e2e", + "license": "MIT", + "skills": 1 + }, + "kazukinagata/shinkoku": { + "repo": "https://github.com/kazukinagata/shinkoku", + "commit": "e610b30", + "license": "MIT", + "skills": 1 + }, + "mohitagw15856/pm-claude-skills": { + "repo": "https://github.com/mohitagw15856/pm-claude-skills", + "commit": "876fa30", + "license": "MIT", + "skills": 3 + }, + "foryourhealth111-pixel/Vibe-Skills": { + "repo": "https://github.com/foryourhealth111-pixel/Vibe-Skills", + "commit": "34429a8", + "license": "Apache-2.0", + "skills": 1 + }, + "microsoft/skills": { + "repo": "https://github.com/microsoft/skills", + "commit": "dc543aa", + "license": "MIT", + "skills": 2 + }, + "aaron-he-zhu/aaron-marketing-skills": { + "repo": "https://github.com/aaron-he-zhu/aaron-marketing-skills", + "commit": "b7b0b9f", + "license": "Apache-2.0", + "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 + }, + "affaan-m/everything-claude-code": { + "repo": "https://github.com/affaan-m/everything-claude-code", + "commit": "ed38744", + "license": "MIT", + "skills": 1 + }, + "basicmachines-co/basic-memory": { + "repo": "https://github.com/basicmachines-co/basic-memory", + "commit": "53da71c", + "license": "custom (see upstream LICENSE)", + "skills": 1 + }, + "zebbern/claude-code-guide": { + "repo": "https://github.com/zebbern/claude-code-guide", + "commit": "d2c5280", + "license": "MIT", + "skills": 2 + }, + "mukul975/Anthropic-Cybersecurity-Skills": { + "repo": "https://github.com/mukul975/Anthropic-Cybersecurity-Skills", + "commit": "673da1f", + "license": "Apache-2.0", + "skills": 2 + }, + "sanjay3290/ai-skills": { + "repo": "https://github.com/sanjay3290/ai-skills", + "commit": "3619692", + "license": "Apache-2.0", + "skills": 1 + }, + "gooseworks-ai/goose-skills": { + "repo": "https://github.com/gooseworks-ai/goose-skills", + "commit": "94ec916", + "license": "no explicit license \u2014 referenced by link only", + "skills": 3 + }, + "nexu-io/open-design": { + "repo": "https://github.com/nexu-io/open-design", + "commit": "4b66023", + "license": "Apache-2.0", + "skills": 1 + }, + "dotnet/skills": { + "repo": "https://github.com/dotnet/skills", + "commit": "79a2ada", + "license": "MIT", + "skills": 1 + }, + "wanshuiyin/Auto-claude-code-research-in-sleep": { + "repo": "https://github.com/wanshuiyin/Auto-claude-code-research-in-sleep", + "commit": "eb5c9d7", + "license": "MIT", + "skills": 1 + }, + "OpenSenseNova/SenseNova-Skills": { + "repo": "https://github.com/OpenSenseNova/SenseNova-Skills", + "commit": "d8bb438", + "license": "MIT", + "skills": 1 + } + }, + "total_skills": 80, + "tiers": { + "core": 76, + "adjacent": 4 + } + }, + "provenance": { + "items": { + "esco": 52, + "onet": 232, + "jobads": 58, + "wiki_ai": 0, + "anthropic": 6, + "ai_skills": 164, + "stackx": 0 + }, + "share_percent": { + "esco": 10.2, + "onet": 45.3, + "jobads": 11.3, + "wiki_ai": 0.0, + "anthropic": 1.2, + "ai_skills": 32.0, + "stackx": 0.0 + }, + "method": "content items per source category" + }, + "collar": "white", + "computer_work": true +} \ No newline at end of file diff --git a/references/ai-skills.md b/references/ai-skills.md new file mode 100644 index 0000000..2ac203a --- /dev/null +++ b/references/ai-skills.md @@ -0,0 +1,338 @@ +# External AI agent skills — investment-manager + +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` | core | 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 | +|---|---|---|---| +| `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) | +| `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) | +| `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) | +| `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) | +| `translation-management` | core | 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) | +| `capital-budgeting-analyzer` | core | Capital investment appraisal skill with NPV, IRR, payback, and real options analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/capital-budgeting-analyzer) | +| `amortized-analysis-assistant` | core | Apply amortized analysis techniques including aggregate, accounting, and potential methods | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/science/computer-science/skills/amortized-analysis-assistant) | +| `algorithmic-trading` | core | Develop algorithmic trading strategies — backtesting, execution algorithms, market microstructure analysis, and latency optimization. | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/algorithmic-trading) | +| `comparable-company-analyzer` | core | Public company comparable analysis skill with peer selection, multiple calculation, and football field visualization | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/comparable-company-analyzer) | +| `ic-memo-generator` | core | Generates investment committee memos from due diligence artifacts | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/venture-capital/skills/ic-memo-generator) | +| `dcf-valuation-modeler` | core | Discounted Cash Flow model builder for comprehensive company valuations with WACC calculation, terminal value estimation, and sensitivity analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/dcf-valuation-modeler) | +| `industry-analysis-engine` | core | Industry and competitive analysis skill with Porter's Five Forces and market structure analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/industry-analysis-engine) | + +## 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 | +|---|---|---|---| +| `memory-management` | core | Use when the user asks to "remember project context", review saved findings, initialize runtime memory, archive stale work, reconcile notes, or erase a subject; manages authorized HOT/WARM/COLD working memory across all disciplines while … | [source](https://github.com/aaron-he-zhu/aaron-marketing-skills/tree/b7b0b9f/protocol/memory-management) | + +## 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 | +|---|---|---|---| +| `agentic-os` | core | 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) | + +## Source: ahacker-1/cre-agent-skills + +- Repository: [https://github.com/ahacker-1/cre-agent-skills](https://github.com/ahacker-1/cre-agent-skills) (commit `618734e`, retrieved 2026-07-14) +- License: Apache-2.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `cre-asset-management` | core | CRE Asset Management analysis suite — 9 specialist skills for post-acquisition multifamily operations including annual budgeting, monthly variance analysis, rent collection, renewal decisions, lease-up tracking, capex execution, NOI … | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-asset-management) | +| `cre-office` | core | CRE Office analysis suite - 8 specialist skills for U.S. office acquisitions, refinancings, lease-up, tenant credit, TI/LC underwriting, financing fit, and investment committee memo writing. | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-office) | +| `cre-underwriting` | core | CRE Underwriting analysis suite — 3 specialist skills for building pro formas, running sensitivity scenarios, and writing investment committee memos for multifamily acquisitions. | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-underwriting) | +| `cre-due-diligence` | core | CRE Due Diligence analysis suite — 7 specialist skills for multifamily property analysis including rent roll validation, expense benchmarking, market study, physical inspection, environmental review, title review, and tenant credit … | [source](https://github.com/ahacker-1/cre-agent-skills/tree/618734e/claude-code-plugins/cre-due-diligence) | + +## Source: alirezarezvani/claude-skills + +- Repository: [https://github.com/alirezarezvani/claude-skills](https://github.com/alirezarezvani/claude-skills) (commit `0241f43`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `financial-analyst` | core | Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/finance/skills/financial-analyst) | +| `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) | +| `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) | +| `ceo-advisor` | core | 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-tasks` | core | Task management via Basic Memory schemas: create, track, and resume structured tasks that survive context compaction. Uses BM's schema system for uniform notes queryable through the knowledge graph. | [source](https://github.com/basicmachines-co/basic-memory/tree/53da71c/skills/memory-tasks) | + +## Source: brycewang-stanford/Auto-Empirical-Research-Skills + +- Repository: [https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills) (commit `85bf545`, retrieved 2026-07-14) +- License: CC-BY-4.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `cost-benefit` | core | Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/58-charlescoverdale-econstack/cost-benefit) | +| `stata-accounting-guide` | core | STATA code for empirical accounting and financial economics research | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/43-wentorai-research-plugins/skills/analysis/econometrics/stata-accounting-guide) | +| `hud` | core | 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: 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) | +| `agent-memory-mcp` | core | A hybrid memory system that provides persistent, searchable knowledge management for AI agents (Architecture, Patterns, Decisions). | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/ai-research/agent-memory-mcp) | +| `prompt-engineer` | core | Expert in designing effective prompts for LLM-powered applications. Masters prompt structure, context management, output formatting, and prompt evaluation. Use when: prompt engineering, system prompt, few-shot, chain of thought, prompt … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/ai-research/prompt-engineer) | +| `lint-and-validate` | core | Automatic quality control, linting, and static analysis procedures. Use after every code modification to ensure syntax correctness and project standards. Triggers onKeywords: lint, format, check, validate, types, static analysis. | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/development/lint-and-validate) | +| `architecture` | core | Architectural decision-making framework. Requirements analysis, trade-off evaluation, ADR documentation. Use when making architecture decisions or analyzing system design. | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/development/architecture) | +| `code-review-excellence` | core | Transform code reviews from gatekeeping to knowledge sharing through constructive feedback, systematic analysis, and collaborative improvement. | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/productivity/code-review-excellence) | +| `Excel Analysis` | core | Analyze Excel spreadsheets, create pivot tables, generate charts, and perform data analysis. Use when analyzing Excel files, spreadsheets, tabular data, or .xlsx files. | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/enterprise-communication/excel-analysis) | + +## Source: dotnet/skills + +- Repository: [https://github.com/dotnet/skills](https://github.com/dotnet/skills) (commit `79a2ada`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `eval-performance` | core | Guide for diagnosing and improving MSBuild project evaluation performance. USE FOR: builds slow before any compilation starts, high evaluation time in binlog analysis, expensive glob patterns walking large directories (node_modules, .git, … | [source](https://github.com/dotnet/skills/tree/79a2ada/plugins/dotnet-msbuild/skills/eval-performance) | + +## Source: foryourhealth111-pixel/Vibe-Skills + +- Repository: [https://github.com/foryourhealth111-pixel/Vibe-Skills](https://github.com/foryourhealth111-pixel/Vibe-Skills) (commit `34429a8`, retrieved 2026-07-14) +- License: Apache-2.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `edgartools` | core | Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), … | [source](https://github.com/foryourhealth111-pixel/Vibe-Skills/tree/34429a8/bundled/skills/edgartools) | + +## Source: gooseworks-ai/goose-skills + +- Repository: [https://github.com/gooseworks-ai/goose-skills](https://github.com/gooseworks-ai/goose-skills) (commit `94ec916`, retrieved 2026-07-14) +- License: no explicit license — referenced by link only + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `investor-call-prep` | core | Prepare for investor calls by pulling upcoming meetings from Google Calendar, deeply researching each investor and their firm (website scraping, portfolio analysis, thesis extraction), checking for competitor conflicts, and outputting an … | [source](https://github.com/gooseworks-ai/goose-skills/tree/94ec916/skills/research/capabilities/investor-call-prep) | +| `newsletter-monitor` | core | Scan an AgentMail inbox for newsletter signals using configurable keyword campaigns. Extracts matched keywords, context snippets, and company mentions from incoming emails. Use for monitoring accounting industry newsletters for buying … | [source](https://github.com/gooseworks-ai/goose-skills/tree/94ec916/skills/monitoring/composites/newsletter-monitor) | +| `ad-campaign-analyzer` | core | Analyze ad campaign performance data (Google, Meta, LinkedIn) to identify what's working, what's wasting budget, and specific cut/scale/test recommendations. Runs statistical analysis, funnel diagnostics, and multi-channel budget … | [source](https://github.com/gooseworks-ai/goose-skills/tree/94ec916/skills/ads/composites/ad-campaign-analyzer) | + +## Source: 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: 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-local-dev-loop` | core | 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) | +| `find-cpa-firm` | core | 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) | +| `navan-core-workflow-b` | core | 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) | +| `ramp-enterprise-rbac` | core | Ramp enterprise rbac \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like \"ramp enterprise rbac\", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/ramp-pack/skills/ramp-enterprise-rbac) | +| `ramp-performance-tuning` | core | Ramp performance tuning \u2014 corporate card and expense management\ \ API integration.\nUse when working with Ramp for card management, expenses, or\ \ accounting sync.\nTrigger with phrases like \"ramp performance tuning\", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/ramp-pack/skills/ramp-performance-tuning) | +| `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) | +| `ramp-ci-integration` | core | Ramp ci integration \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like \"ramp ci integration\", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/ramp-pack/skills/ramp-ci-integration) | +| `ramp-common-errors` | core | Ramp common errors \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like \"ramp common errors\", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/ramp-pack/skills/ramp-common-errors) | +| `ramp-core-workflow-a` | core | Ramp core workflow a \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like \"ramp core workflow a\", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/ramp-pack/skills/ramp-core-workflow-a) | +| `ramp-core-workflow-b` | core | Ramp core workflow b \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like \"ramp core workflow b\", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/ramp-pack/skills/ramp-core-workflow-b) | +| `ramp-cost-tuning` | core | Ramp cost tuning \u2014 corporate card and expense management API integration.\n\ Use when working with Ramp for card management, expenses, or accounting sync.\n\ Trigger with phrases like \"ramp cost tuning\", \"ramp-cost-tuning\", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/ramp-pack/skills/ramp-cost-tuning) | +| `ramp-data-handling` | core | Ramp data handling \u2014 corporate card and expense management API\ \ integration.\nUse when working with Ramp for card management, expenses, or accounting\ \ sync.\nTrigger with phrases like \"ramp data handling\", … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/ramp-pack/skills/ramp-data-handling) | + +## 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) | +| `azure-ai-projects-java` | core | 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 | +|---|---|---|---| +| `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) | +| `property-investment-analysis` | core | Analyze a rental / investment property's returns — cash flow, cap rate, cash-on-cash, ROI. Use when asked to analyze a rental property, evaluate a real-estate investment, run the numbers on an investment property, or compute cap rate / … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-realestate/skills/property-investment-analysis) | +| `budget-variance-analysis` | core | Produce a structured budget variance analysis from actual vs budget figures. Use when asked to analyse budget variances, explain underspend or overspend, write a variance commentary, or investigate why actuals differ from plan. Produces a … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-finance/skills/budget-variance-analysis) | + +## Source: mukul975/Anthropic-Cybersecurity-Skills + +- Repository: [https://github.com/mukul975/Anthropic-Cybersecurity-Skills](https://github.com/mukul975/Anthropic-Cybersecurity-Skills) (commit `673da1f`, retrieved 2026-07-14) +- License: Apache-2.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `analyzing-macro-malware-in-office-documents` | core | Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/analyzing-macro-malware-in-office-documents) | +| `analyzing-linux-kernel-rootkits` | core | Detect kernel-level rootkits in Linux memory dumps using Volatility3 linux plugins (check_syscall, lsmod, hidden_modules), rkhunter system scanning, and /proc vs /sys discrepancy analysis to identify hooked syscalls, hidden kernel modules, … | [source](https://github.com/mukul975/Anthropic-Cybersecurity-Skills/tree/673da1f/skills/analyzing-linux-kernel-rootkits) | + +## Source: nexscope-ai/eCommerce-Skills + +- Repository: [https://github.com/nexscope-ai/eCommerce-Skills](https://github.com/nexscope-ai/eCommerce-Skills) (commit `56f3288`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `etsy-advertising` | core | Etsy Ads strategy — budget allocation, bid management, promoted listings, offsite ads opt-out analysis | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/etsy-advertising) | +| `supply-chain-optimization-tiktok` | core | Supply Chain Bottleneck Analyzer for TikTok Shop sellers. Diagnose cash flow, inventory turnover, affiliate commissions, and return rates. Includes FBT cost analysis, influencer payout optimization, and viral product lifecycle management. … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/supply-chain-optimization/supply-chain-optimization-tiktok) | +| `competitor-price-analysis` | core | Competitor pricing strategy analysis and market positioning. Price mapping, pricing gaps identification, elasticity signals evaluation, and strategic pricing optimization. Use when the user asks about competitor pricing, price analysis, … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/competitor-price-analysis) | + +## 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 | +|---|---|---|---| +| `dcf-valuation` | core | Discounted cash flow valuation and intrinsic value analysis for public companies. Use when the brief asks for DCF, fair value, intrinsic value, price target, undervalued or overvalued analysis, or "what is this company worth? | [source](https://github.com/nexu-io/open-design/tree/4b66023/design-templates/dcf-valuation) | + +## 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: OpenSenseNova/SenseNova-Skills + +- Repository: [https://github.com/OpenSenseNova/SenseNova-Skills](https://github.com/OpenSenseNova/SenseNova-Skills) (commit `d8bb438`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `category-filtering-and-difficulty-analysis` | core | 对Excel数据进行自定义分类统计、交叉分析与可视化，并基于多维度指标（如文本长度、术语密度、正则匹配等）进行综合评分与分级，适用于多类别数据分布统计及文本内容难度/质量评估场景。 | [source](https://github.com/OpenSenseNova/SenseNova-Skills/tree/d8bb438/skills/sn-da-excel-workflow/capability/excel-data-filtering/category-filtering) | + +## 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` | core | 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) | +| `memory-management` | core | AgentDB memory system with HNSW vector search. Provides 150x-12,500x faster pattern retrieval, persistent storage, and semantic search capabilities for learning and knowledge management. Use when: need to store successful patterns, … | [source](https://github.com/ruvnet/claude-code-flow/tree/73914bd/.agents/skills/memory-management) | + +## Source: ruvnet/ruflo + +- Repository: [https://github.com/ruvnet/ruflo](https://github.com/ruvnet/ruflo) (commit `73914bd`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `AgentDB Memory Patterns` | core | 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) | +| `memory-management` | core | AgentDB memory system with HNSW vector search. Provides 150x-12,500x faster pattern retrieval, persistent storage, and semantic search capabilities for learning and knowledge management. Use when: need to store successful patterns, … | [source](https://github.com/ruvnet/ruflo/tree/73914bd/.agents/skills/memory-management) | + +## Source: sanjay3290/ai-skills + +- Repository: [https://github.com/sanjay3290/ai-skills](https://github.com/sanjay3290/ai-skills) (commit `3619692`, retrieved 2026-07-14) +- License: Apache-2.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `deep-research` | core | Execute autonomous multi-step research using Google Gemini Deep Research Agent. Use for: market analysis, competitive landscaping, literature reviews, technical research, due diligence. Takes 2-10 minutes but produces detailed, cited … | [source](https://github.com/sanjay3290/ai-skills/tree/3619692/skills/deep-research) | + +## Source: wanshuiyin/Auto-claude-code-research-in-sleep + +- Repository: [https://github.com/wanshuiyin/Auto-claude-code-research-in-sleep](https://github.com/wanshuiyin/Auto-claude-code-research-in-sleep) (commit `eb5c9d7`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `system-profile` | core | Profile a target (script, process, GPU, memory, interconnect) for performance analysis. Use when user says \"profile\", \"benchmark\", \"bottleneck\", or wants performance analysis. | [source](https://github.com/wanshuiyin/Auto-claude-code-research-in-sleep/tree/eb5c9d7/skills/skills-codex/system-profile) | + +## Source: zebbern/claude-code-guide + +- Repository: [https://github.com/zebbern/claude-code-guide](https://github.com/zebbern/claude-code-guide) (commit `d2c5280`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `vc-industry-research` | core | Generate professional primary market / venture capital industry research reports, including sector deep-dives, investment memos, and market analysis. Produces detailed PDF reports covering TMT, consumer, healthcare, and industrials. … | [source](https://github.com/zebbern/claude-code-guide/tree/d2c5280/skills/vc-industry-research) | +| `regression-modeler` | core | Run regression analysis (OLS or logistic) on uploaded CSV/Excel data, generating coefficients, R², p-values, VIF, and plain-language interpretation. Triggered by requests for regression modeling, fitting data, testing significance, … | [source](https://github.com/zebbern/claude-code-guide/tree/d2c5280/skills/regression-modeler) | diff --git a/references/market.md b/references/market.md new file mode 100644 index 0000000..9c6edaf --- /dev/null +++ b/references/market.md @@ -0,0 +1,93 @@ +# Market evidence report — investment-manager + +Source: **20 real job ads** (JSearch API, countries: us 20), 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 | 18 | 90 % | +| senior | 2 | 10 % | + +## Tools — full market ranking + +| # | Item | Ads | Share | +|---|---|---|---| +| 1 | Microsoft Excel | 5 | 25 % | +| 2 | client relationship management (CRM) system | 3 | 15 % | + +## Hard skills — full market ranking + +| # | Item | Ads | Share | +|---|---|---|---| +| 1 | portfolio management | 10 | 50 % | +| 2 | financial analysis | 6 | 30 % | +| 3 | asset allocation | 5 | 25 % | +| 4 | financial planning | 5 | 25 % | +| 5 | risk management | 5 | 25 % | +| 6 | business development | 4 | 20 % | +| 7 | data analysis | 4 | 20 % | +| 8 | due diligence | 3 | 15 % | +| 9 | financial modeling | 3 | 15 % | +| 10 | investment planning | 3 | 15 % | +| 11 | portfolio construction | 3 | 15 % | + +## Methods — full market ranking + +| # | Item | Ads | Share | +|---|---|---|---| +| 1 | integrated wealth management | 3 | 15 % | + +## Responsibilities — full market ranking + +| # | Item | Ads | Share | +|---|---|---|---| +| 1 | client communication | 4 | 20 % | +| 2 | new business development | 4 | 20 % | +| 3 | portfolio management | 4 | 20 % | +| 4 | relationship management | 4 | 20 % | +| 5 | team leadership | 4 | 20 % | +| 6 | client service | 3 | 15 % | + +## Regional breakdown + +> **Corpus note:** 20 relevant ads in total — below the 100-ad target for a fully reliable ranking. Percentages above should be read as indicative. + +### US (us) + +**Insufficient evidence** — 20 ads (minimum for a regional ranking: 30). No ranking is reported for this region. + +### 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 | +|---|---| +| Relationship Manager, Portfolio Management | 3 | +| Senior Portfolio Manager | 2 | +| Asset & Wealth Management: Alternatives Capital Formation, Hedge Funds, Vice President - NY | 1 | +| Asset and Portfolio Management Associate | 1 | +| Derivatives Associate Portfolio Manager - Russell Investments | 1 | +| Emerging Markets Macro Portfolio Manager | 1 | +| Investment & Portfolio Construction Analyst - Wealth Management | 1 | +| Investment Manager | 1 | +| Investment Manager – Department of Comptroller / Accounting | 1 | +| Manager, Investment Funds | 1 | +| On Premise Portfolio Manager - Washington DC | 1 | +| Privately Held Investments Manager | 1 | +| Quantitative Portfolio Manager (PM) – Global Industry Leader/Systematic Multi-Manager – New York/London – TC Base of up to 300K USD + % PnL | 1 | +| Regulatory Oversight and Management - Investment Management, Office of COO - Associate | 1 | +| Senior Associate, Investments | 1 | +| Vice President, Capital Markets | 1 | +| Wealth Portfolio Manager: Growth & Client Impact | 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. diff --git a/references/profile.md b/references/profile.md new file mode 100644 index 0000000..e1b19a0 --- /dev/null +++ b/references/profile.md @@ -0,0 +1,24 @@ +# Occupation profile — investment manager + +- **ESCO URI:** http://data.europa.eu/esco/occupation/0ecedad1-1144-45ff-83db-a3c4db393036 +- **ESCO code:** 2412.6.3 +- **ISCO-08 group:** 2412 — Financial and investment advisers +- **O*NET-SOC:** 13-2051.00 — Financial and Investment Analysts (match: closeMatch) + +## Description (ESCO) + +Investment managers administer the portfolio of investments that a company has. They perform close follow up of the investments looking for the most profitable solutions represented in financial products or securities. They analyse behaviour in financial markets, interests rates, and the companies' position in order to advise on risks and profitability for the client. + +## Definition + +nan + +## Alternative labels + +- investments manager +- investment executive +- investment consultant +- portfolio analyst +- investments portfolio manager +- global investment manager +- investment portfolio manager diff --git a/references/skills.md b/references/skills.md new file mode 100644 index 0000000..bb0a7ed --- /dev/null +++ b/references/skills.md @@ -0,0 +1,86 @@ +# Competences — investment manager + +Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/0ecedad1-1144-45ff-83db-a3c4db393036). + +## Essential + +- **advise on financial matters** (skill/competence) +- **analyse business plans** (skill/competence) +- **analyse financial performance of a company** (skill/competence) +- **analyse financial risk** (skill/competence) +- **analyse market financial trends** (skill/competence) +- **assess financial viability** (skill/competence) +- **asset management** (knowledge) +- **banking activities** (knowledge) +- **corporate social responsibility** (knowledge) +- **develop investment portfolio** (skill/competence) +- **enforce financial policies** (skill/competence) +- **financial analysis** (knowledge) +- **financial management** (knowledge) +- **financial products** (knowledge) +- **financial statements** (knowledge) +- **follow company standards** (skill/competence) +- **funding methods** (knowledge) +- **interpret financial statements** (skill/competence) +- **investment analysis** (knowledge) +- **liaise with financiers** (skill/competence) +- **liaise with managers** (skill/competence) +- **manage securities** (skill/competence) +- **monitor stock market** (skill/competence) +- **obtain financial information** (skill/competence) +- **public offering** (knowledge) +- **review investment portfolios** (skill/competence) +- **stock market** (knowledge) +- **strive for company growth** (skill/competence) +- **trade securities** (skill/competence) + +## Optional + +- analyse the credit history of potential customers (skill/competence) +- apply credit risk policy (skill/competence) +- apply technical communication skills (skill/competence) +- business valuation techniques (knowledge) +- communicate with banking professionals (skill/competence) +- corporate law (knowledge) +- create a financial plan (skill/competence) +- examine credit ratings (skill/competence) +- financial forecasting (knowledge) +- financial markets (knowledge) +- green bonds (knowledge) +- impact investing (knowledge) +- manage budgets (skill/competence) +- manage corporate bank accounts (skill/competence) +- manage profitability (skill/competence) +- perform stock valuation (skill/competence) +- plan health and safety procedures (skill/competence) +- social bonds (knowledge) +- sustainable finance (knowledge) +- tax legislation (knowledge) +- trading software (knowledge) +- types of pensions (knowledge) + + + +## Market evidence (job-ad analysis, 20 ads, as of 2026-07-14) + +Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs. + +### Hard skills + +- portfolio management — **50 %** +- financial analysis — **30 %** +- financial planning — **25 %** +- asset allocation — **25 %** +- risk management — **25 %** +- business development — **20 %** +- data analysis — **20 %** + +### Responsibilities + +- new business development — **20 %** +- portfolio management — **20 %** +- relationship management — **20 %** +- client communication — **20 %** +- team leadership — **20 %** + + diff --git a/references/tasks.md b/references/tasks.md new file mode 100644 index 0000000..d2510cf --- /dev/null +++ b/references/tasks.md @@ -0,0 +1,60 @@ +# Tasks & work activities — investment manager + +Source: O*NET 30.3, occupation 13-2051.00 (Financial and Investment Analysts). + +## Task statements + +- **[nan]** Advise clients on aspects of capitalization, such as amounts, sources, or timing. +- **[nan]** Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies. +- **[nan]** Assess companies as investments for clients by examining company facilities. +- **[nan]** Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts. +- **[nan]** Collaborate with investment bankers to attract new corporate clients. +- **[nan]** Conduct financial analyses related to investments in green construction or green retrofitting projects. +- **[nan]** Confer with clients to restructure debt, refinance debt, or raise new debt. +- **[nan]** Create client presentations of plan details. +- **[nan]** Determine the prices at which securities should be syndicated and offered to the public. +- **[nan]** Develop and maintain client relationships. +- **[nan]** Draw charts and graphs, using computer spreadsheets, to illustrate technical reports. +- **[nan]** Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. +- **[nan]** Evaluate and compare the relative quality of various securities in a given industry. +- **[nan]** Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. +- **[nan]** Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. +- **[nan]** Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs. +- **[nan]** Monitor developments in the fields of industrial technology, business, finance, and economic theory. +- **[nan]** Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews. +- **[nan]** Perform securities valuation or pricing. +- **[nan]** Prepare all materials for transactions or execution of deals. +- **[nan]** Prepare plans of action for investment, using financial analyses. +- **[nan]** Present oral or written reports on general economic trends, individual corporations, and entire industries. +- **[nan]** Purchase investments for companies in accordance with company policy. +- **[nan]** Recommend investments and investment timing to companies, investment firm staff, or the public. +- **[nan]** Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies. +- **[nan]** Supervise, train, or mentor junior team members. + +## Detailed work activities + +- Advise others on business or operational matters. +- Advise others on financial matters. +- Analyze business or financial data. +- Analyze industry trends. +- Analyze market conditions or trends. +- Analyze risks related to investments in green technology. +- Apply mathematical models of financial or business conditions. +- Assess financial status of clients. +- Assess risks to business operations. +- Collaborate with others in marketing activities. +- Confer with others about financial matters. +- Create images of data, locations, or products. +- Determine the value of goods or services. +- Develop business relationships. +- Develop financial or business plans. +- Evaluate condition of properties. +- Identify strategic business investment opportunities. +- Prepare contracts or other transaction documents. +- Present business-related information to audiences. +- Present work to clients for approval. +- Purchase products or services. +- Recommend investments to clients. +- Supervise employees. +- Train personnel to enhance job skills. +- Update professional knowledge. diff --git a/references/tools.md b/references/tools.md new file mode 100644 index 0000000..80422f3 --- /dev/null +++ b/references/tools.md @@ -0,0 +1,198 @@ +# Tools & technology — investment manager + +Source: O*NET 30.3 'Software Skills' for 13-2051.00. + +| Software | Category | Hot technology | +|---|---|---| +| Intuit QuickBooks | Accounting software | yes | +| IBM SPSS Statistics | Analytical or scientific software | yes | +| SAS | Analytical or scientific software | yes | +| The MathWorks MATLAB | Analytical or scientific software | yes | +| Alteryx software | Business intelligence and data analysis software | yes | +| Microsoft Power BI | Business intelligence and data analysis software | yes | +| Tableau | Business intelligence and data analysis software | yes | +| Salesforce software | Customer relationship management CRM software | yes | +| Apache Hive | Data base management system software | yes | +| Teradata Database | Data base management system software | yes | +| Microsoft SQL Server Reporting Services SSRS | Data base reporting software | yes | +| Microsoft Access | Data base user interface and query software | yes | +| Microsoft SQL Server | Data base user interface and query software | yes | +| Oracle Database | Data base user interface and query software | yes | +| Structured query language SQL | Data base user interface and query software | yes | +| Yardi software | Data base user interface and query software | yes | +| Microsoft Visual Basic | Development environment software | yes | +| Microsoft Visual Basic for Applications VBA | Development environment software | yes | +| Microsoft SharePoint | Document management software | yes | +| Microsoft Outlook | Electronic mail software | yes | +| Oracle PeopleSoft | Enterprise resource planning ERP software | yes | +| SAP software | Enterprise resource planning ERP software | yes | +| Workday software | Enterprise resource planning ERP software | yes | +| R | Object or component oriented development software | yes | +| Microsoft Office software | Office suite software | yes | +| Microsoft PowerPoint | Presentation software | yes | +| Microsoft Visio | Process mapping and design software | yes | +| Microsoft Project | Project management software | yes | +| Oracle Primavera Enterprise Project Portfolio Management | Project management software | yes | +| Marketo Marketing Automation | Sales and marketing software | yes | +| Microsoft Excel | Spreadsheet software | yes | +| Google Docs | Word processing software | yes | +| Microsoft Word | Word processing software | yes | +| Fund accounting software | Accounting software | | +| Sage 50 Accounting | Accounting software | | +| Tax software | Accounting software | | +| Analyse-it | Analytical or scientific software | | +| Data visualization software | Analytical or scientific software | | +| Decisioneering Crystal Ball | Analytical or scientific software | | +| Genetic algorithm software | Analytical or scientific software | | +| Keypoint DataDesk | Analytical or scientific software | | +| Mathematical software | Analytical or scientific software | | +| Neural network modeling software | Analytical or scientific software | | +| Palisade Evolver | Analytical or scientific software | | +| Palisade StatTools | Analytical or scientific software | | +| Pattern recognition software | Analytical or scientific software | | +| SAS JMP | Analytical or scientific software | | +| StataCorp Stata | Analytical or scientific software | | +| Ward Systems Group GeneHunter | Analytical or scientific software | | +| Ward Systems Group NeuralShell Predictor | Analytical or scientific software | | +| Wolfram Research Mathematica | Analytical or scientific software | | +| Business intelligence software | Business intelligence and data analysis software | | +| IBM Cognos Impromptu | Business intelligence and data analysis software | | +| MicroStrategy | Business intelligence and data analysis software | | +| Oracle Business Intelligence Enterprise Edition | Business intelligence and data analysis software | | +| Qlik Tech QlikView | Business intelligence and data analysis software | | +| Montgomery Investment Technology Utility XL | Charting software | | +| TickQuest NeoTicker | Charting software | | +| Perforce Helix software | Configuration management software | | +| Apache Pig | Data base management system software | | +| Reporting software | Data base reporting software | | +| SAP Crystal Reports | Data base reporting software | | +| FileMaker Pro | Data base user interface and query software | | +| IBM Lotus Approach | Data base user interface and query software | | +| Oracle Essbase | Data base user interface and query software | | +| Microsoft SharePoint Server | Document management software | | +| Email software | Electronic mail software | | +| IBM Notes | Electronic mail software | | +| Microsoft Exchange | Electronic mail software | | +| Microsoft Dynamics | Enterprise resource planning ERP software | | +| Microsoft Dynamics GP | Enterprise resource planning ERP software | | +| NetSuite ERP | Enterprise resource planning ERP software | | +| Oracle Fusion Applications | Enterprise resource planning ERP software | | +| Oracle Hyperion | Enterprise resource planning ERP software | | +| Oracle JD Edwards EnterpriseOne | Enterprise resource planning ERP software | | +| Oracle PeopleSoft Financials | Enterprise resource planning ERP software | | +| SAP Business Objects | Enterprise resource planning ERP software | | +| SAP BusinessObjects Data Integrator | Enterprise resource planning ERP software | | +| SSA Global Infinium Financial Management | Enterprise resource planning ERP software | | +| IBM Power Systems software | Enterprise system management software | | +| Ivorix Neurostrategy Finance | Expert system software | | +| Matheny Pattern Forecaster Plus | Expert system software | | +| NeuroSolutions for MatLab | Expert system software | | +| Advanced Portfolio Technologies Report Builder | Financial analysis software | | +| Advanced Portfolio Technologies Simulator | Financial analysis software | | +| AnalyzerXL | Financial analysis software | | +| Annuities analysis software | Financial analysis software | | +| Aspen Graphics Technical Analysis Software | Financial analysis software | | +| BizBench | Financial analysis software | | +| BizPricer | Financial analysis software | | +| Bloomberg Professional | Financial analysis software | | +| Business Forecast Systems Forecast Pro | Financial analysis software | | +| DealMaven Comparable Company Valuation Analysis | Financial analysis software | | +| DealMaven M&A Accretion/Dilution One-Pager | Financial analysis software | | +| DealMaven Modeling ToolPack for Excel | Financial analysis software | | +| Delphi Technology | Financial analysis software | | +| Derivatives Imagine Trading System | Financial analysis software | | +| Derivicom FinOptions XL | Financial analysis software | | +| Economic forecasting software | Financial analysis software | | +| Experian Credinomics | Financial analysis software | | +| Express Business Valuations | Financial analysis software | | +| Financial modeling software | Financial analysis software | | +| FinEng Solutions PerfoRM | Financial analysis software | | +| FinEng Solutions Quantis | Financial analysis software | | +| Fractal pattern analysis software | Financial analysis software | | +| Genetic algorithm optimization software | Financial analysis software | | +| Harland Financial Solutions DecisionPro | Financial analysis software | | +| I-flex Solutions Reveleus Investment Performance Measurement | Financial analysis software | | +| Innova Financial Solutions Derivatives Expert | Financial analysis software | | +| Leading Market Technologies EXPO | Financial analysis software | | +| Longview Consolidation | Financial analysis software | | +| Longview Performance Management Platform | Financial analysis software | | +| Longview Solutions Khalix | Financial analysis software | | +| Market forecast software | Financial analysis software | | +| MergerStat Control Premiums | Financial analysis software | | +| MergerStat Price to Earnings Ratios | Financial analysis software | | +| MoneySoft Corporate Valuation | Financial analysis software | | +| Monte Carlo simulation software | Financial analysis software | | +| Montgomery Investment Technology Bonds XL | Financial analysis software | | +| Montgomery Investment Technology Exotics XL | Financial analysis software | | +| Montgomery Investment Technology FinTools | Financial analysis software | | +| Montgomery Investment Technology Options XL | Financial analysis software | | +| Montgomery Investment Technology QuoteTools | Financial analysis software | | +| Montgomery Investment Technology Risk XL | Financial analysis software | | +| Montgomery Investment Technology SigTools | Financial analysis software | | +| Moody's KMV CreditEdge | Financial analysis software | | +| Moody's RiskCalc | Financial analysis software | | +| Moss Adams Profit Mentor | Financial analysis software | | +| Mutual fund analysis software | Financial analysis software | | +| NeuroSolutions Trading Solutions | Financial analysis software | | +| OptionVue Options Analysis | Financial analysis software | | +| Oracle E-Business Suite Financials | Financial analysis software | | +| Oracle Hyperion Financial Management | Financial analysis software | | +| Palisade Bond @nalyst | Financial analysis software | | +| Peer-to-Peer Financial Analysis | Financial analysis software | | +| Pi Blue OptWorks Excel | Financial analysis software | | +| Portfolio management software | Financial analysis software | | +| Pricing software | Financial analysis software | | +| Quantifying marketability discount QMD modeling software | Financial analysis software | | +| RiskMetrics Group WealthBench | Financial analysis software | | +| Securities analysis software | Financial analysis software | | +| Spreadware Business Financial Analysis | Financial analysis software | | +| Spreadware Business Valuator | Financial analysis software | | +| Spreadware Pro Forma | Financial analysis software | | +| Steele Mutual Fund and Variable Annuity Expert | Financial analysis software | | +| SunGard BancWare | Financial analysis software | | +| SunGard Kiodex Risk Workbench | Financial analysis software | | +| TechHackers Convertible Bond @nalyst | Financial analysis software | | +| TechHackers Credit @nalyst | Financial analysis software | | +| TechHackers Exotic @nalyst | Financial analysis software | | +| TechHackers Financial @nalyst | Financial analysis software | | +| TechHackers IRO @nalyst | Financial analysis software | | +| TechHackers MBS @nalyst | Financial analysis software | | +| TechHackers Swap @nalyst | Financial analysis software | | +| Tetrahex Fractal Finance | Financial analysis software | | +| Tips Standard Securities Calculation Bond Analytics Module | Financial analysis software | | +| Tips Standard Securities Calculation Mortgage-Backed Analytics Module | Financial analysis software | | +| Trendsetter Software ProAnalyst | Financial analysis software | | +| Unlimited Learning Resources Valusource Pro | Financial analysis software | | +| ValuSource BIZCOMPS | Financial analysis software | | +| Whitebirch Software Projected Financials | Financial analysis software | | +| Wolfram Research Derivatives | Financial analysis software | | +| Wolfram Research Mathematica Finance Essentials | Financial analysis software | | +| Wolfram Research Mathematica UnRisk Pricing Engine | Financial analysis software | | +| ADP Workforce Now | Human resources software | | +| Human resource management software HRMS | Human resources software | | +| dailyVest Investment Personalization Platform | Information retrieval or search software | | +| LexisNexis | Information retrieval or search software | | +| TradeTools Financial Market Databases | Information retrieval or search software | | +| TradeTools Monthly U.S. Economic Database | Information retrieval or search software | | +| Ward Systems Group NeuroShell Trader | Information retrieval or search software | | +| Web browser software | Internet browser software | | +| Apple Keynote | Presentation software | | +| DealMaven PresLink for PowerPoint and Word | Presentation software | | +| Google Slides | Presentation software | | +| Apple AppleWorks | Spreadsheet software | | +| Corel QuattroPro | Spreadsheet software | | +| IBM Lotus 1-2-3 | Spreadsheet software | | +| Microsoft OneNote | Word processing software | | +| Report generation software | Word processing software | | + + + +## Market evidence (job-ad analysis, 20 ads, as of 2026-07-14) + +Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs. + +### Tools + +- Microsoft Excel — **25 %** + +