Laporan audit skill
reconciliation Laporan audit.
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.
Trust Score OpenAgentSkill
Trust Score OpenAgentSkill
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
Adopsi GitHub
Info62
178 star GitHub
Aktivitas star/fork
Peringatan57
178 star dan 34 fork; aktivitas issue tidak tersedia dalam metadata saat ini
Pemeliharaan terbaru
Lulus88
3 bulan sejak push
Kejelasan lisensi
Lulus86
MIT
Kelengkapan README/SKILL.md
Lulus86
Metadata memuat konteks penggunaan dan alur kerja yang cukup
Risiko dependensi/runtime
Lulus90
Tidak ada petunjuk risiko dependensi besar dalam metadata publik
Ketersediaan pemasangan
Lulus92
npx skills add JoelLewis/finance_skills --skill reconciliation
Keamanan perintah pemasangan
Lulus92
Jalur pemasangan paket atau runtime standar
Cakupan izin
Lulus86
Akses sistem file atau dokumen
Bukti repositori
Lulus86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation
Status peninjauan
Lulus88
Data tinjauan AI tersedia
Hasil terbukti Agent
Info54
Belum ada data hasil Agent
Pemeriksaan
Tinjauan pemasangan dan adopsi
Jalur pemasangan
92
npx skills add JoelLewis/finance_skills --skill reconciliation
Repositori
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation
Lisensi
86
MIT
Pemeliharaan
88
3 bulan sejak push
Tinjauan AI
88
Approved with no listed issues
Kelengkapan README/SKILL.md
86
Usable description available
Risiko dependensi
90
Tidak ada petunjuk risiko dependensi besar dalam metadata publik
Keamanan perintah pemasangan
92
Jalur pemasangan paket atau runtime standar
Cakupan izin
86
Akses sistem file atau dokumen
Aktivitas star/fork
57
178 star dan 34 fork; aktivitas issue tidak tersedia dalam metadata saat ini
Adopsi
68
178 star GitHub
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Peringatan
- Financial research output is not financial advice; require human review before any live investment decision
- Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required
- Financial research output is not financial advice; require human review before any live investment decision.
- This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.
- Quality score needs review
- Stars/forks activity: 178 stars, 34 forks; issue activity unavailable in current metadata
Metode
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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