commit 4f8d1822ea4b4cae04425e36005d4c58411f66a7 Author: skillfactor-pipeline Date: Fri Aug 14 19:15:24 2026 +0200 feat: investment-clerk skill package v0.1.0 diff --git a/PROVENANCE.md b/PROVENANCE.md new file mode 100644 index 0000000..4366c23 --- /dev/null +++ b/PROVENANCE.md @@ -0,0 +1,31 @@ +# Data provenance — investment-clerk + +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-clerk + "ESCO (occupation & competences)" : 33 + "O*NET (tasks & tools)" : 50 + "Job boards (market evidence)" : 126 + "Anthropic official Claude skills" : 6 + "External AI skill packs (mapped)" : 152 +``` + +| Source | Items | Share | Files | +|---|---|---|---| +| ESCO (occupation & competences) | 33 | 9.0 % | references/profile.md, references/skills.md | +| O*NET (tasks & tools) | 50 | 13.6 % | references/tasks.md, references/tools.md | +| Job boards (market evidence) | 126 | 34.3 % | 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 | 1.6 % | references/ai-skills.md, section "anthropics/skills" (official Claude Code skills) | +| External AI skill packs (mapped) | 152 | 41.4 % | 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..f2ff7b3 --- /dev/null +++ b/SKILL.md @@ -0,0 +1,58 @@ +--- +name: investment-clerk +description: "Occupational skill for the role 'investment clerk' (also: investment administrator, investment secretary, investment assistant). Use when the user asks for typical investment clerk work such as: Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.; Perform clerical tasks, such as answering phones or distributing mail.; Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems." +--- + +# Investment Clerk + +Investment clerks assist with the administration of investments such as stocks, bonds or other securities and perform general clerical duties in the investment sector of a financial company. + +## Core workflow + +1. Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records. +2. Perform clerical tasks, such as answering phones or distributing mail. +3. Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. +4. Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders. +5. File, type, or operate standard office machines. + +## 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) + +- banking activities +- customer service +- disseminate messages to people +- electronic communication +- follow written instructions +- handle financial transactions +- handle mail +- handle paperwork +- maintain records of financial transactions +- offer financial services +- office software +- organise business documents +- perform clerical duties +- perform office routine activities +- present reports + +## Hot technologies + +- Salesforce software +- Microsoft Access +- Structured query language SQL +- Adobe InDesign +- Adobe Acrobat +- Microsoft SharePoint +- Microsoft Outlook +- Oracle PeopleSoft +- Adobe Creative Cloud software +- Adobe Illustrator + +--- +*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/fd0801c9-809a-4cfd-98ed-6c5860c163f2), O*NET 30.3 (43-4011.00). See manifest.json for licensing/attribution.* diff --git a/manifest.json b/manifest.json new file mode 100644 index 0000000..c0278c7 --- /dev/null +++ b/manifest.json @@ -0,0 +1,226 @@ +{ + "name": "investment-clerk", + "title": "investment clerk", + "version": "0.1.0", + "layer": "core", + "language": "en", + "generated": "2026-07-07", + "ids": { + "esco_uri": "http://data.europa.eu/esco/occupation/fd0801c9-809a-4cfd-98ed-6c5860c163f2", + "esco_code": "4312.5", + "isco_group": "4312", + "onet_soc": "43-4011.00", + "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": 10, + "dwas": 12, + "skills_essential": 19, + "skills_optional": 13, + "software": 27 + }, + "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": 3 + }, + "open-gitagent/opengap": { + "repo": "https://github.com/open-gitagent/opengap", + "commit": "d7a8e2e", + "license": "MIT", + "skills": 1 + }, + "mukul975/Anthropic-Cybersecurity-Skills": { + "repo": "https://github.com/mukul975/Anthropic-Cybersecurity-Skills", + "commit": "673da1f", + "license": "Apache-2.0", + "skills": 2 + }, + "jezweb/claude-skills": { + "repo": "https://github.com/jezweb/claude-skills", + "commit": "e875a6b", + "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": 2 + }, + "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": 2 + }, + "jeremylongshore/claude-code-plugins-plus-skills": { + "repo": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills", + "commit": "e112938a", + "license": "MIT", + "skills": 11 + }, + "ahacker-1/cre-agent-skills": { + "repo": "https://github.com/ahacker-1/cre-agent-skills", + "commit": "618734e", + "license": "Apache-2.0", + "skills": 4 + }, + "a5c-ai/babysitter": { + "repo": "https://github.com/a5c-ai/babysitter", + "commit": "44a5d58b", + "license": "MIT", + "skills": 11 + }, + "microsoft/skills": { + "repo": "https://github.com/microsoft/skills", + "commit": "dc543aa", + "license": "MIT", + "skills": 2 + }, + "mohitagw15856/pm-claude-skills": { + "repo": "https://github.com/mohitagw15856/pm-claude-skills", + "commit": "876fa30", + "license": "MIT", + "skills": 5 + }, + "davila7/claude-code-templates": { + "repo": "https://github.com/davila7/claude-code-templates", + "commit": "fa79251", + "license": "MIT", + "skills": 5 + }, + "nexscope-ai/eCommerce-Skills": { + "repo": "https://github.com/nexscope-ai/eCommerce-Skills", + "commit": "56f3288", + "license": "MIT", + "skills": 3 + }, + "zebbern/claude-code-guide": { + "repo": "https://github.com/zebbern/claude-code-guide", + "commit": "d2c5280", + "license": "MIT", + "skills": 1 + }, + "ljagiello/ctf-skills": { + "repo": "https://github.com/ljagiello/ctf-skills", + "commit": "d19f35f", + "license": "MIT", + "skills": 1 + }, + "snyk/agent-scan": { + "repo": "https://github.com/snyk/agent-scan", + "commit": "f3a4621", + "license": "Apache-2.0", + "skills": 1 + }, + "ThinkInAIXYZ/deepchat": { + "repo": "https://github.com/ThinkInAIXYZ/deepchat", + "commit": "f275c92", + "license": "Apache-2.0", + "skills": 1 + }, + "basicmachines-co/basic-memory": { + "repo": "https://github.com/basicmachines-co/basic-memory", + "commit": "53da71c", + "license": "custom (see upstream LICENSE)", + "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 + }, + "Devin-AXIS/iPolloWork": { + "repo": "https://github.com/Devin-AXIS/iPolloWork", + "commit": "5107542", + "license": "custom (see upstream LICENSE)", + "skills": 1 + }, + "OpenSenseNova/SenseNova-Skills": { + "repo": "https://github.com/OpenSenseNova/SenseNova-Skills", + "commit": "d8bb438", + "license": "MIT", + "skills": 11 + }, + "nexu-io/open-design": { + "repo": "https://github.com/nexu-io/open-design", + "commit": "4b66023", + "license": "Apache-2.0", + "skills": 1 + }, + "arbiterForge/codeArbiter": { + "repo": "https://github.com/arbiterForge/codeArbiter", + "commit": "defa4ea", + "license": "custom (see upstream LICENSE)", + "skills": 1 + }, + "softaworks/agent-toolkit": { + "repo": "https://github.com/softaworks/agent-toolkit", + "commit": "3027f20", + "license": "MIT", + "skills": 1 + } + }, + "total_skills": 80, + "tiers": { + "core": 75, + "adjacent": 5 + } + }, + "provenance": { + "items": { + "esco": 33, + "onet": 50, + "jobads": 126, + "wiki_ai": 0, + "anthropic": 6, + "ai_skills": 152, + "stackx": 0 + }, + "share_percent": { + "esco": 9.0, + "onet": 13.6, + "jobads": 34.3, + "wiki_ai": 0.0, + "anthropic": 1.6, + "ai_skills": 41.4, + "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..b5885a2 --- /dev/null +++ b/references/ai-skills.md @@ -0,0 +1,306 @@ +# External AI agent skills — investment-clerk + +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) | +| `file-conversion` | adjacent | Convert files between formats — PDF to Word, HEIC to JPG, MP4 to MP3, CSV to JSON, EPUB to MOBI, and 999 total routes across images, video, audio, documents, data, fonts, ebooks, and archives. Free via changethisfile.com, no API key or … | [source](https://github.com/wshobson/agents/tree/main/plugins/file-conversion/skills/file-conversion) | + +## Source: a5c-ai/babysitter + +- Repository: [https://github.com/a5c-ai/babysitter](https://github.com/a5c-ai/babysitter) (commit `44a5d58b`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `throughput-accountant` | core | TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/operations/skills/throughput-accountant) | +| `grant-proposal-writing` | core | Develop compelling funding proposals for foundations, government agencies, and corporations including narrative development, budget creation, and compliance documentation | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/social-sciences-humanities/arts-culture/skills/grant-proposal-writing) | +| `unified-memory` | core | Expert skill for CUDA Unified Memory and memory prefetching optimization. Configure managed memory allocations, implement memory prefetch strategies, handle page fault analysis, configure memory hints and advise, profile unified memory … | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/gpu-programming/skills/unified-memory) | +| `care-transition-coordination` | core | Manage care transitions between settings including discharge planning, medication reconciliation, follow-up scheduling, and post-acute care coordination | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/social-sciences-humanities/healthcare/skills/care-transition-coordination) | +| `trade-lifecycle` | core | 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) | +| `account-reconciliation-automator` | core | Automated account reconciliation skill with matching algorithms and exception handling | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/account-reconciliation-automator) | +| `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) | +| `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) | +| `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) | +| `k8s-operator-development` | core | Build Kubernetes operators using controller-runtime — CRD design, reconciliation loops, event handling, and operator lifecycle management. | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/devops-sre-platform/skills/k8s-operator-development) | +| `lbo-model-builder` | core | Leveraged Buyout model construction skill for private equity transaction analysis | [source](https://github.com/a5c-ai/babysitter/tree/44a5d58b/library/specializations/domains/business/finance-accounting/skills/lbo-model-builder) | + +## 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-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-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-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) | +| `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) | + +## 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 | +|---|---|---|---| +| `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) | +| `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) | +| `contract-and-proposal-writer` | core | Generate professional, jurisdiction-aware business documents: freelance contracts, project proposals, SOWs, NDAs, and MSAs. Structured Markdown output with docx conversion instructions. Covers US (Delaware), EU (GDPR), UK, and DACH (German … | [source](https://github.com/alirezarezvani/claude-skills/tree/0241f43/business-growth/skills/contract-and-proposal-writer) | + +## Source: arbiterForge/codeArbiter + +- Repository: [https://github.com/arbiterForge/codeArbiter](https://github.com/arbiterForge/codeArbiter) (commit `defa4ea`, retrieved 2026-07-14) +- License: custom (see upstream LICENSE) + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `decision-variance` | core | Reconcile the project's architectural artifacts against the scaffold and prior decisions, then present each variance as a SMARTS analysis for the user to decide. Routed to when the user asks to arbitrate, reconcile, or consolidate … | [source](https://github.com/arbiterForge/codeArbiter/tree/defa4ea/core/surface/skills/decision-variance) | + +## 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-literary-analysis` | core | Analyze a complete literary work into a structured Basic Memory knowledge graph. Covers schema design, entity seeding, chapter-by-chapter processing, cross-referencing, validation, and visualization. | [source](https://github.com/basicmachines-co/basic-memory/tree/53da71c/skills/memory-literary-analysis) | + +## 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) | +| `research-lit` | core | Search and analyze research papers, find related work, summarize key ideas. Use when user says "find papers", "related work", "literature review", "what does this paper say", or needs to understand academic papers. | [source](https://github.com/brycewang-stanford/Auto-Empirical-Research-Skills/tree/85bf545/skills/42-wanshuiyin-ARIS/skills/research-lit) | + +## Source: davepoon/buildwithclaude + +- Repository: [https://github.com/davepoon/buildwithclaude](https://github.com/davepoon/buildwithclaude) (commit `3c94e0c`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `financial-model` | core | Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", … | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/venture-capital-intelligence/skills/financial-model) | +| `docx` | core | Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … | [source](https://github.com/davepoon/buildwithclaude/tree/3c94e0c/plugins/all-skills/skills/docx) | + +## 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) | +| `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) | +| `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) | +| `marp-slide` | core | Create professional Marp presentation slides with 7 beautiful themes (default, minimal, colorful, dark, gradient, tech, business). Use when users request slide creation, presentations, or Marp documents. Supports custom themes, image … | [source](https://github.com/davila7/claude-code-templates/tree/fa79251/cli-tool/components/skills/creative-design/marp-slide) | + +## Source: Devin-AXIS/iPolloWork + +- Repository: [https://github.com/Devin-AXIS/iPolloWork](https://github.com/Devin-AXIS/iPolloWork) (commit `5107542`, retrieved 2026-07-14) +- License: custom (see upstream LICENSE) + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `stripe-reconciliation` | core | Reconcile bounded Stripe payment and payout records with supplied business records while preserving object IDs, currency, time zone, and discrepancy evidence. | [source](https://github.com/Devin-AXIS/iPolloWork/tree/5107542/examples/plugin-packages/stripe/.opencode/skills/stripe-reconciliation) | + +## Source: jeremylongshore/claude-code-plugins-plus-skills + +- Repository: [https://github.com/jeremylongshore/claude-code-plugins-plus-skills](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) (commit `e112938a`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `fondo-debug-bundle` | core | Collect diagnostic information for Fondo support including integration status, transaction discrepancies, and financial data reconciliation issues. Trigger: "fondo debug", "fondo support", "fondo diagnostic", "fondo reconciliation". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-debug-bundle) | +| `fondo-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-hello-world` | core | Verify Fondo setup by checking financial data sync, reviewing categorized transactions, and confirming R&D tax credit eligibility. Trigger: "fondo first sync", "fondo verify", "fondo hello world", "fondo test". | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/fondo-pack/skills/fondo-hello-world) | +| `fondo-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) | +| `excel-lbo-modeler` | core | Build leveraged buyout (LBO) models in Excel with debt schedules and IRR analysis. Use when structuring LBO transactions or analyzing PE returns. Trigger with phrases like ''excel lbo'', ''build lbo model'', ''calculate pe returns''. | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/business-tools/excel-analyst-pro/skills/excel-lbo-modeler) | +| `finta-install-auth` | core | Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/finta-pack/skills/finta-install-auth) | +| `evaluating-machine-learning-models` | core | Build this skill allows AI assistant to evaluate machine learning models using a comprehensive suite of metrics. it should be used when the user requests model performance analysis, validation, or testing. AI assistant can use this skill … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/ai-ml/model-evaluation-suite/skills/evaluating-machine-learning-models) | +| `excel-variance-analyzer` | core | Analyze budget vs actual variances in Excel with drill-down and root cause analysis. Use when performing variance analysis or explaining budget differences. Trigger with phrases like ''excel variance'', ''analyze budget variance'', … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/business-tools/excel-analyst-pro/skills/excel-variance-analyzer) | +| `granola-core-workflow-b` | core | Post-meeting note processing, sharing, and follow-up workflows in Granola. Use when enhancing notes after meetings, sharing to Slack/Notion/CRM, drafting follow-up emails, or processing action items. Trigger: "granola post-meeting", "share … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/granola-pack/skills/granola-core-workflow-b) | +| `hubspot-bulk-migration` | core | Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety, rate-limit budgeting, and rollback mitigation across 100K+ record … | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/saas-packs/hubspot-pack/skills/hubspot-bulk-migration) | +| `hyperflow-status` | core | Hyperflow project status. Use to see current hyperflow state — "what is hyperflow doing", "show task progress", "where are we". Read-only — reports in-flight tasks, memory count, and progress. Never modifies state or runs work. | [source](https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/e112938a/plugins/ai-agency/hyperflow/templates/antigravity/skills/hyperflow-status) | + +## Source: jezweb/claude-skills + +- Repository: [https://github.com/jezweb/claude-skills](https://github.com/jezweb/claude-skills) (commit `e875a6b`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `proposal-writer` | core | Write a client proposal, quote, scope of work, or engagement letter for a service business. Covers project understanding, scope, timeline, pricing presentation, and terms. Use whenever the user asks for a proposal, quote, project proposal, … | [source](https://github.com/jezweb/claude-skills/tree/e875a6b/plugins/writing/skills/proposal-writer) | + +## Source: ljagiello/ctf-skills + +- Repository: [https://github.com/ljagiello/ctf-skills](https://github.com/ljagiello/ctf-skills) (commit `d19f35f`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `ctf-forensics` | core | Provides digital forensics and signal analysis techniques for CTF challenges. Use when analyzing disk images, memory dumps, event logs, network captures, cryptocurrency transactions, steganography, PDF analysis, Windows registry, … | [source](https://github.com/ljagiello/ctf-skills/tree/d19f35f/ctf-forensics) | + +## Source: microsoft/skills + +- Repository: [https://github.com/microsoft/skills](https://github.com/microsoft/skills) (commit `dc543aa`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `azure-ai-projects-dotnet` | core | Azure AI Projects SDK for .NET. High-level client for Azure AI Foundry projects including agents, connections, datasets, deployments, evaluations, and indexes. Use for AI Foundry project management, versioned agents, and orchestration. … | [source](https://github.com/microsoft/skills/tree/dc543aa/.github/plugins/azure-sdk-dotnet/skills/azure-ai-projects-dotnet) | +| `azure-ai-document-intelligence-dotnet` | core | Azure AI Document Intelligence SDK for .NET. Extract text, tables, and structured data from documents using prebuilt and custom models. Use for invoice processing, receipt extraction, ID document analysis, and custom document models. … | [source](https://github.com/microsoft/skills/tree/dc543aa/.github/plugins/azure-sdk-dotnet/skills/azure-ai-document-intelligence-dotnet) | + +## Source: mohitagw15856/pm-claude-skills + +- Repository: [https://github.com/mohitagw15856/pm-claude-skills](https://github.com/mohitagw15856/pm-claude-skills) (commit `876fa30`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `kyc-escalation` | core | Write an internal KYC/AML escalation memo: a factual time-stamped trigger description, customer-profile vs activity mismatch analysis, red-flag taxonomy mapping, outstanding information, and a recommendation with rationale. Use when asked … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-banking/skills/kyc-escalation) | +| `tax-planning-checklist` | core | Generate a structured tax planning checklist and review framework for any individual or business context. Use when asked to review tax planning, prepare for year-end tax, check tax efficiency, or identify tax-saving opportunities. Produces … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-finance/skills/tax-planning-checklist) | +| `win-loss-analysis` | core | Analyze why deals are won and lost and turn it into an action plan. Use when asked to run a win/loss analysis, review closed-won and closed-lost deals, understand why the team is losing to a competitor, or summarize sales feedback into … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-pmm/skills/win-loss-analysis) | +| `lifecycle-crm-plan` | core | Design lifecycle marketing / CRM journeys across the customer lifecycle. Use when asked to plan onboarding emails, lifecycle/CRM campaigns, drip sequences, re-engagement or winback flows, or a messaging calendar. Produces a lifecycle plan … | [source](https://github.com/mohitagw15856/pm-claude-skills/tree/876fa30/plugins/pm-growth/skills/lifecycle-crm-plan) | +| `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 | +|---|---|---|---| +| `supply-chain-optimization-shopify` | core | Supply Chain Bottleneck Analyzer for Shopify/DTC stores. Diagnose cash flow, inventory, shipping costs, and customer acquisition efficiency. Includes CAC/LTV analysis, 3PL cost optimization, and ad spend benchmarks. No API key required for … | [source](https://github.com/nexscope-ai/eCommerce-Skills/tree/56f3288/supply-chain-optimization/supply-chain-optimization-shopify) | +| `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) | +| `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) | + +## 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: 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) | +| `dynamic-large-file-parquet-analysis` | core | 动态统计Excel总行数，当数据量过大（≥10000行）时自动转换为Parquet格式加速读取，并对指定目标列进行条件筛选、分类汇总与结果导出，适用于超大体积Excel文件的快速读取与统计分析。 | [source](https://github.com/OpenSenseNova/SenseNova-Skills/tree/d8bb438/skills/sn-da-excel-workflow/capability/excel-table-styling/table-theme-styling) | +| `dynamic-percentage-and-large-file-analysis` | core | 根据文件行数动态切换大文件处理策略（Parquet转换），通过逐行扫描或列匹配提取关键指标并计算占比、均值等统计量，最终输出结构化Excel报告及可视化图表。 | [source](https://github.com/OpenSenseNova/SenseNova-Skills/tree/d8bb438/skills/sn-da-excel-workflow/capability/excel-data-statistics/percentage-calculation) | +| `excel-data-analysis-and-report-generation` | core | 从Excel提取多类型数据，并生成包含可视化图表与下载链接的综合分析报告。 | [source](https://github.com/OpenSenseNova/SenseNova-Skills/tree/d8bb438/skills/sn-da-excel-workflow/capability/excel-result-export/report-generation-export) | +| `excel-multi-sheet-dynamic-analysis` | core | 用于分析包含多个Sheet的Excel文件，动态判断数据量级以决定是否转换为Parquet进行大文件处理，并支持跨Sheet的特定字段统计、数据清洗、交叉分析与可视化，最终生成带下载链接的汇总报告。 | [source](https://github.com/OpenSenseNova/SenseNova-Skills/tree/d8bb438/skills/sn-da-excel-workflow/capability/excel-reading/specific-sheet-reading) | +| `excel-multi-sheet-threshold-analysis` | core | 统计多Sheet Excel总行数并根据规模选择处理策略，提取特定维度信息进行去重统计，并生成摘要与明细报表。 | [source](https://github.com/OpenSenseNova/SenseNova-Skills/tree/d8bb438/skills/sn-da-excel-workflow/capability/excel-data-cleaning/duplicate-removal) | +| `excel-smart-analysis-and-cleaning` | core | 对多 Sheet Excel 进行智能清洗、跨表核对与可视化分析。。 | [source](https://github.com/OpenSenseNova/SenseNova-Skills/tree/d8bb438/skills/sn-da-excel-workflow/capability/excel-data-cleaning/missing-value-handling) | +| `excel-threshold-analysis-and-styling` | core | 根据 Excel 数据量级自动判断处理策略，执行数值列清洗、条件过滤，并使用 openpyxl 对符合条件的单元格进行样式标记与导出。 | [source](https://github.com/OpenSenseNova/SenseNova-Skills/tree/d8bb438/skills/sn-da-excel-workflow/capability/excel-data-filtering/threshold-filtering) | +| `group-by-analysis` | core | 对多 Sheet 的 Excel 文件进行行数统计、大文件 Parquet 转换预处理、数据清洗及分组聚合分析，并生成带样式标记的统计表与可视化图表。 | [source](https://github.com/OpenSenseNova/SenseNova-Skills/tree/d8bb438/skills/sn-da-excel-workflow/capability/excel-data-analysis/group-by-analysis) | +| `large-excel-analysis-and-formatting` | core | 用于处理多Sheet大型Excel文件，支持大文件Parquet格式转换提速，并使用openpyxl生成带条件高亮和自定义样式的格式化Excel报告及下载链接。 | [source](https://github.com/OpenSenseNova/SenseNova-Skills/tree/d8bb438/skills/sn-da-excel-workflow/capability/excel-reading/large-excel-reading) | +| `large-file-parquet-analysis-and-highlight` | core | 当Excel文件总行数超过1万行时，通过转换为Parquet格式提升读取性能，提取目标指标并计算最大值，最后将结果输出为Excel并对特定行进行高亮标注。 | [source](https://github.com/OpenSenseNova/SenseNova-Skills/tree/d8bb438/skills/sn-da-excel-workflow/capability/excel-cell-coloring/category-coloring) | + +## Source: snyk/agent-scan + +- Repository: [https://github.com/snyk/agent-scan](https://github.com/snyk/agent-scan) (commit `f3a4621`, retrieved 2026-07-14) +- License: Apache-2.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `docx` | core | Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … | [source](https://github.com/snyk/agent-scan/tree/f3a4621/tests/skills/docx) | + +## Source: softaworks/agent-toolkit + +- Repository: [https://github.com/softaworks/agent-toolkit](https://github.com/softaworks/agent-toolkit) (commit `3027f20`, retrieved 2026-07-14) +- License: MIT + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `marp-slide` | core | Create professional Marp presentation slides with 7 beautiful themes (default, minimal, colorful, dark, gradient, tech, business). Use when users request slide creation, presentations, or Marp documents. Supports custom themes, image … | [source](https://github.com/softaworks/agent-toolkit/tree/3027f20/skills/marp-slide) | + +## Source: ThinkInAIXYZ/deepchat + +- Repository: [https://github.com/ThinkInAIXYZ/deepchat](https://github.com/ThinkInAIXYZ/deepchat) (commit `f275c92`, retrieved 2026-07-14) +- License: Apache-2.0 + +| Skill | Tier | What it adds | Upstream | +|---|---|---|---| +| `docx` | core | Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … | [source](https://github.com/ThinkInAIXYZ/deepchat/tree/f275c92/resources/skills/docx) | + +## 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 | +|---|---|---|---| +| `research-lit` | core | Search and analyze research papers, find related work, summarize key ideas. Use when user says "find papers", "related work", "literature review", "what does this paper say", or needs to understand academic papers. | [source](https://github.com/wanshuiyin/Auto-claude-code-research-in-sleep/tree/eb5c9d7/skills/research-lit) | + +## 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) | diff --git a/references/market.md b/references/market.md new file mode 100644 index 0000000..d3ee30f --- /dev/null +++ b/references/market.md @@ -0,0 +1,65 @@ +# Market evidence report — investment-clerk + +Source: **9 real job ads** (JSearch API, countries: us 9), 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 | 7 | 78 % | +| junior | 2 | 22 % | + +## Tools — full market ranking + +| # | Item | Ads | Share | +|---|---|---|---| + +## Hard skills — full market ranking + +| # | Item | Ads | Share | +|---|---|---|---| + +## Methods — full market ranking + +| # | Item | Ads | Share | +|---|---|---|---| + +## Responsibilities — full market ranking + +| # | Item | Ads | Share | +|---|---|---|---| +| 1 | client communication | 3 | 33 % | + +## Regional breakdown + +> **Corpus note:** 9 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** — 9 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 | +|---|---| +| Internal Fund Administrator | 2 | +| CSI Investment Assistant II - Elkins Park, PA | 1 | +| Institutional Services Account Review - Client Administrator II | 1 | +| Investment Administrator - Full Time | 1 | +| Investment Operations | 1 | +| Investor Services Administrator | 1 | +| Portfolio Administrator | 1 | +| Retail Investment Operations Administrator | 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..7307c4c --- /dev/null +++ b/references/profile.md @@ -0,0 +1,20 @@ +# Occupation profile — investment clerk + +- **ESCO URI:** http://data.europa.eu/esco/occupation/fd0801c9-809a-4cfd-98ed-6c5860c163f2 +- **ESCO code:** 4312.5 +- **ISCO-08 group:** 4312 — Statistical, finance and insurance clerks +- **O*NET-SOC:** 43-4011.00 — Brokerage Clerks (match: closeMatch) + +## Description (ESCO) + +Investment clerks assist with the administration of investments such as stocks, bonds or other securities and perform general clerical duties in the investment sector of a financial company. + +## Definition + +nan + +## Alternative labels + +- investment administrator +- investment secretary +- investment assistant diff --git a/references/skills.md b/references/skills.md new file mode 100644 index 0000000..0799c29 --- /dev/null +++ b/references/skills.md @@ -0,0 +1,152 @@ +# Competences — investment clerk + +Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/fd0801c9-809a-4cfd-98ed-6c5860c163f2). + +## Essential + +- **banking activities** (knowledge) +- **customer service** (knowledge) +- **disseminate messages to people** (skill/competence) +- **electronic communication** (knowledge) +- **follow written instructions** (skill/competence) +- **handle financial transactions** (skill/competence) +- **handle mail** (skill/competence) +- **handle paperwork** (skill/competence) +- **maintain records of financial transactions** (skill/competence) +- **offer financial services** (skill/competence) +- **office software** (knowledge) +- **organise business documents** (skill/competence) +- **perform clerical duties** (skill/competence) +- **perform office routine activities** (skill/competence) +- **present reports** (skill/competence) +- **provide financial product information** (skill/competence) +- **use different communication channels** (skill/competence) +- **use office systems** (skill/competence) +- **write work-related reports** (skill/competence) + +## Optional + +- accounting techniques (knowledge) +- communicate with banking professionals (skill/competence) +- communicate with customers (skill/competence) +- deliver correspondence (skill/competence) +- digitise documents (skill/competence) +- economics (knowledge) +- ensure proper document management (skill/competence) +- financial markets (knowledge) +- financial products (knowledge) +- obtain financial information (skill/competence) +- organise facilities for office personnel (skill/competence) +- securities (knowledge) +- trace financial transactions (skill/competence) + + + +## Market evidence (job-ad analysis, 9 ads, as of 2026-07-14) + +Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs. + +### Hard skills + +- account administration — **22 %** +- fund administration — **22 %** +- nav package review — **22 %** +- reconciliation — **22 %** +- regulatory compliance — **22 %** +- shadow accounting — **22 %** +- transaction activity review — **22 %** +- valuation processes — **22 %** +- wealth management — **11 %** +- wire transfer preparation — **11 %** +- transaction processing — **11 %** +- workforce management — **11 %** +- record keeping — **11 %** +- record retention — **11 %** +- revenue generation — **11 %** +- risk assessment — **11 %** +- risk management — **11 %** +- sales reporting — **11 %** +- problem resolution — **11 %** +- problem solving — **11 %** +- fatca/crs compliance — **11 %** +- financial analysis — **11 %** +- investor reporting — **11 %** +- investor transaction review — **11 %** +- invoice submission — **11 %** +- investment operations — **11 %** +- financial services — **11 %** +- aml/kyc compliance — **11 %** +- audit preparation — **11 %** +- audit request preparation — **11 %** +- account onboarding — **11 %** +- account paperwork preparation — **11 %** +- account processing — **11 %** +- bank account reconciliation — **11 %** +- brokerage operations — **11 %** +- client onboarding — **11 %** +- client relations management — **11 %** +- client relationship management — **11 %** +- client reporting — **11 %** +- client account administration — **11 %** +- compliance documentation — **11 %** +- compliance maintenance — **11 %** +- customer service — **11 %** +- data analysis — **11 %** +- data entry — **11 %** + +### Methods + +- BCP (business continuity planning) — **11 %** +- periodic investment planning — **11 %** +- loss prevention program — **11 %** +- required minimum distribution processing — **11 %** + +### Responsibilities + +- client communication — **33 %** +- audit process coordination — **22 %** +- account maintenance — **22 %** +- performance reporting — **22 %** +- fund administrator coordination — **22 %** +- valuation preparation — **22 %** +- transfer processing — **11 %** +- workflow management — **11 %** +- relationship building — **11 %** +- report preparation — **11 %** +- transaction input — **11 %** +- transaction instruction review — **11 %** +- strategy implementation — **11 %** +- subscription proceeds follow-up — **11 %** +- system problem oversight — **11 %** +- trading requests — **11 %** +- funds processing — **11 %** +- general investor requests — **11 %** +- financial data preparation — **11 %** +- internal control maintenance — **11 %** +- investment activity reporting — **11 %** +- legal document review — **11 %** +- investor communication — **11 %** +- issue resolution — **11 %** +- performance distribution — **11 %** +- personnel training — **11 %** +- pipeline entry — **11 %** +- procedure review — **11 %** +- problem resolution — **11 %** +- office maintenance — **11 %** +- operations coordination — **11 %** +- appointment scheduling — **11 %** +- audit support — **11 %** +- account reporting — **11 %** +- account opening — **11 %** +- account opening processing — **11 %** +- account paperwork handling — **11 %** +- client correspondence — **11 %** +- discrepancy notification — **11 %** +- document management — **11 %** +- documentation verification — **11 %** +- exception handling — **11 %** +- case submission — **11 %** +- client service — **11 %** +- communication with stakeholders — **11 %** + + diff --git a/references/tasks.md b/references/tasks.md new file mode 100644 index 0000000..863364b --- /dev/null +++ b/references/tasks.md @@ -0,0 +1,31 @@ +# Tasks & work activities — investment clerk + +Source: O*NET 30.3, occupation 43-4011.00 (Brokerage Clerks). + +## Task statements + +- **[Core]** Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records. +- **[Core]** Perform clerical tasks, such as answering phones or distributing mail. +- **[Core]** Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. +- **[Core]** Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders. +- **[Core]** File, type, or operate standard office machines. +- **[Supplemental]** Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers. +- **[Supplemental]** Monitor daily stock prices and compute fluctuations to determine the need for additional collateral to secure loans. +- **[Supplemental]** Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers. +- **[Supplemental]** Prepare reports summarizing daily transactions and earnings for individual customer accounts. +- **[Supplemental]** Verify ownership and transaction information and dividend distribution instructions to ensure conformance with governmental regulations, using stock records and reports. + +## Detailed work activities + +- Answer telephones to direct calls or provide information. +- Calculate financial data. +- Confer with coworkers to coordinate work activities. +- Coordinate operational activities. +- Distribute incoming mail. +- File documents or records. +- Monitor financial information. +- Prepare documentation for contracts, transactions, or regulatory compliance. +- Prepare research or technical reports. +- Respond to customer problems or complaints. +- Schedule operational activities. +- Verify accuracy of financial or transactional data. diff --git a/references/tools.md b/references/tools.md new file mode 100644 index 0000000..628a33e --- /dev/null +++ b/references/tools.md @@ -0,0 +1,59 @@ +# Tools & technology — investment clerk + +Source: O*NET 30.3 'Software Skills' for 43-4011.00. + +| Software | Category | Hot technology | +|---|---|---| +| Salesforce software | Customer relationship management CRM software | yes | +| Microsoft Access | Data base user interface and query software | yes | +| Structured query language SQL | Data base user interface and query software | yes | +| Adobe InDesign | Desktop publishing software | yes | +| Adobe Acrobat | Document management software | yes | +| Microsoft SharePoint | Document management software | yes | +| Microsoft Outlook | Electronic mail software | yes | +| Oracle PeopleSoft | Enterprise resource planning ERP software | yes | +| Adobe Creative Cloud software | Graphics or photo imaging software | yes | +| Adobe Illustrator | Graphics or photo imaging software | yes | +| Adobe Photoshop | Graphics or photo imaging software | yes | +| Microsoft Office software | Office suite software | yes | +| Microsoft PowerPoint | Presentation software | yes | +| Microsoft Excel | Spreadsheet software | yes | +| Microsoft Word | Word processing software | yes | +| Account management software | Accounting software | | +| Scheduling software | Calendar and scheduling software | | +| HEAT Software GoldMine | Customer relationship management CRM software | | +| Royal Alliance VISION2020 Core | Customer relationship management CRM software | | +| Transaction processing software | Data base user interface and query software | | +| Online trading software | Desktop communications software | | +| WiredRed Software e/pop Basic | Desktop communications software | | +| Microsoft Dynamics | Enterprise resource planning ERP software | | +| Bloomberg Professional | Financial analysis software | | +| Web browser software | Internet browser software | | +| Microsoft Visual FoxPro | Object oriented data base management software | | +| Adobe Dreamweaver | Web page creation and editing software | | + + + +## Market evidence (job-ad analysis, 9 ads, as of 2026-07-14) + +Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs. + +### Tools + +- Black Diamond — **22 %** +- Orion — **22 %** +- Microsoft Excel — **22 %** +- Microsoft Office — **22 %** +- Microsoft Suite — **11 %** +- LPL system — **11 %** +- Kestra Financial — **11 %** +- HedgeInvestor® — **11 %** +- Charles Schwab Advisor Center — **11 %** +- CRM — **11 %** +- Advice Pay — **11 %** +- Assetmark — **11 %** +- SmartOffice — **11 %** +- Salesforce — **11 %** +- Wealthscape — **11 %** + +