OpenAgentSkill Registry Manifest
Skill: reconciliation
Slug: joellewis-reconciliation
Category: design-creative
Description: Design and operate reconciliation processes across portfolio management, custodian, and clearing systems. Use when building a daily position, cash, or transaction reconciliation process, investigating discrepancies between internal records and custodian records, diagnosing recurring break patterns from corporate actions or pricing differences, setting tolerance thresholds for position, cash, or market value matching, implementing three-way reconciliation, designing break investigation workflows with aging and escalation, normalizing multi-custodian feeds from Schwab, Fidelity, or Pershing, reconciling cost basis or accrued income, or preparing for examinations on books and records accuracy.

Agent fit:
- Decision: 62/100 Prototype first
- Primary fit: Research agents
- Role: Fallback candidate

Supply profile:
- Track: Design and creative production
- Scenario: Design and creative
- Applicable agents: Claude Code, CLI, Codex, Cursor
- Maintenance: 2mo since push
- Risk: Risky

Trust:
- Trust score: 80/100 Strong shortlist
- Audit: 79/100 Risky

Attribution:
- Status: Registry indexed
- Source: github fast track
- Creator: JoelLewis
- Claim URL: https://www.openagentskill.com/skills/joellewis-reconciliation#claim-this-skill

Install:
npx skills add JoelLewis/finance_skills --skill reconciliation

URLs:
- Web: https://www.openagentskill.com/skills/joellewis-reconciliation
- API: https://www.openagentskill.com/api/agent/skills/joellewis-reconciliation
- Install API: https://www.openagentskill.com/api/skills/joellewis-reconciliation/install
- Repository: https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation