Publisher
joellewis
Public Claude skills and plugins from github.com/joellewis that Waxell has reviewed.
- 98 reviewed
- 71 no issues
- 27 to review
- 0 high risk
27 resultsjoellewis
- wealth-managementjoellewisInvestment knowledge for personal and institutional wealth management. Covers risk measurement, asset classes, valuation, portfolio… Review findingsFinanceDocuments220
- asset-allocationjoellewisDetermine how to distribute capital across asset classes using strategic and tactical allocation frameworks. Use when the user asks about… Review findingsFinanceLegal & compliance220
- bet-sizingjoellewisDetermine how much capital to allocate to individual positions within a portfolio. Use when the user asks about position sizing, the Kelly… Review findingsFinance220
- commoditiesjoellewisAnalyze commodity markets including futures curve dynamics, roll yield, and supply/demand fundamentals. Use when the user asks about… Review findingsFinanceData & analytics220
- debt-managementjoellewisProvide frameworks for managing and paying off personal debt effectively. Use when the user asks about debt payoff strategies (avalanche… Review findingsFinanceSales & marketing220
- diversificationjoellewisBuild diversified portfolios using correlation analysis, efficient frontier construction, and factor-based diversification. Use when the… Review findingsFinanceData & analytics220
- emergency-fundjoellewisSize and structure an emergency fund based on individual circumstances, income stability, and expense profile. Use when the user asks… Review findingsFinanceSales & marketing220
- equitiesjoellewisAnalyze equity securities, factor models, and equity portfolio construction. Use when the user asks about stocks, equity valuation ratios,… Review findingsFinanceData & analytics220
- factor-investingjoellewisApply factor models to portfolio construction and fund evaluation, from CAPM through the Fama-French 3- and 5-factor models plus momentum.… Review findingsFinanceResearch220
- financial-statementsjoellewisAnalyze financial statements for investment decisions: derive EBITDA and free cash flow (FCFF/FCFE) from the income statement and cash… Review findingsFinanceData & analytics220
- fixed-income-corporatejoellewisAnalyze corporate bonds and credit instruments including investment grade and high yield debt. Use when the user asks about corporate… Review findingsFinanceData & analytics220
- fixed-income-municipaljoellewisAnalyze municipal bonds including tax-equivalent yield calculations, GO vs revenue bond evaluation, and muni credit analysis. Use when the… Review findingsFinanceData & analytics220
- fixed-income-sovereignjoellewisAnalyze US Treasury securities and interest rate risk: bond pricing, yield curve construction, duration, convexity, TIPS, and forward/spot… Review findingsFinanceData & analytics220
- fixed-income-structuredjoellewisAnalyze structured fixed income products including mortgage-backed securities, asset-backed securities, and CLOs. Use when the user asks… Review findingsFinanceData & analytics220
- forward-riskjoellewisEstimate potential future losses using VaR, Expected Shortfall, Monte Carlo simulation, and stress testing. Use when the user asks about… Review findingsFinanceData & analytics220
- fund-vehiclesjoellewisCompare and select investment vehicles including mutual funds, ETFs, index funds, and separately managed accounts. Use when the user asks… Review findingsFinance220
- historical-riskjoellewisQuantify realized risk from historical data using volatility estimators, drawdown analysis, and downside risk metrics. Use when the user… Review findingsData & analyticsFinance220
- lendingjoellewisAnalyze lending products including mortgages, HELOCs, and personal loans with amortization and comparison tools. Use when the user asks… Review findingsFinanceData & analytics220
- liquidity-managementjoellewisPlan and manage cash flow to ensure adequate liquidity while minimizing opportunity cost of excess cash. Use when the user asks about cash… Review findingsFinanceProductivity220
- performance-attributionjoellewisDecompose portfolio returns into explainable components to identify where value was added or lost. Use when the user asks about Brinson… Review findingsFinance220
- performance-metricsjoellewisEvaluate investment performance on a risk-adjusted basis using industry-standard ratios and capture analysis. Use when the user asks about… Review findingsData & analyticsFinance220
- performance-reportingjoellewisGenerate clear, accurate performance reports for investment portfolios with benchmarks, attribution, and risk dashboards. Use when the… Review findingsFinanceDocuments220
- quantitative-valuationjoellewisEstimate intrinsic value of stocks and companies using DCF, dividend discount models, comparable multiples, and residual income. Use when… Review findingsFinanceData & analytics220
- real-assetsjoellewisAnalyze real estate and infrastructure investments including REITs, direct property valuation, and infrastructure assets. Use when the… Review findingsFinanceData & analytics220
- rebalancingjoellewisMaintain portfolio allocations over time using calendar-based, threshold-based, and tax-efficient rebalancing strategies. Use when the… Review findingsFinanceProductivity220
- tax-efficiencyjoellewisMaximizes after-tax returns through strategic asset location, gain/loss management, and withdrawal sequencing. Use when the user asks… Review findingsFinanceProductivity220
- volatility-modelingjoellewisModel, forecast, and interpret volatility using time-series models and options-implied measures. Use when the user asks about EWMA, GARCH… Review findingsFinance220
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