Skill audit report
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.
Skill audit report
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.
Skill audit report
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.
Skill audit report
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.
OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
PASS86
Metadata includes enough usage and workflow context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill reconciliation
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS86
filesystem or document access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill reconciliation
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
86
Warnings
Method
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
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OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
PASS86
Metadata includes enough usage and workflow context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill reconciliation
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS86
filesystem or document access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill reconciliation
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
86
Warnings
Method
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
Compare nearby options
Guidance for distinctive, intentional UI design, typography, visual direction, and non-template-like product interfaces.
174K Stars · Audit report
Design and implementation guidance for distinctive landing pages, portfolios, product demos, and purposeful redesigns.
84K Stars · Audit report
Create original visual art, posters, PNG assets, and PDF documents through a clear design philosophy.
174K Stars · Audit report
OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
PASS86
Metadata includes enough usage and workflow context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill reconciliation
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS86
filesystem or document access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill reconciliation
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
86
Warnings
Method
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
Compare nearby options
Guidance for distinctive, intentional UI design, typography, visual direction, and non-template-like product interfaces.
174K Stars · Audit report
Design and implementation guidance for distinctive landing pages, portfolios, product demos, and purposeful redesigns.
84K Stars · Audit report
Create original visual art, posters, PNG assets, and PDF documents through a clear design philosophy.
174K Stars · Audit report
OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
PASS86
Metadata includes enough usage and workflow context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill reconciliation
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS86
filesystem or document access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill reconciliation
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
86
Warnings
Method
This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.
Compare nearby options
Guidance for distinctive, intentional UI design, typography, visual direction, and non-template-like product interfaces.
174K Stars · Audit report
Design and implementation guidance for distinctive landing pages, portfolios, product demos, and purposeful redesigns.
84K Stars · Audit report
Create original visual art, posters, PNG assets, and PDF documents through a clear design philosophy.
174K Stars · Audit report
Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
86
filesystem or document access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Browser automation
mediumSkill may drive a browser or interact with web pages.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Filesystem access
mediumSkill may read or write project files, documents, generated artifacts, or local workspace state.
Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
86
filesystem or document access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Browser automation
mediumSkill may drive a browser or interact with web pages.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Filesystem access
mediumSkill may read or write project files, documents, generated artifacts, or local workspace state.
Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
86
filesystem or document access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Browser automation
mediumSkill may drive a browser or interact with web pages.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Filesystem access
mediumSkill may read or write project files, documents, generated artifacts, or local workspace state.
Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
86
filesystem or document access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Browser automation
mediumSkill may drive a browser or interact with web pages.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Filesystem access
mediumSkill may read or write project files, documents, generated artifacts, or local workspace state.