portfolio-management-systems
JoelLewis
Select, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve management, drift monitoring, rebalancing, and cust…
178GitHub
OPENAGENTSKILL / DIRECTORY
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cn-ib-document-control
Qiushen-first
Build, maintain, and review document-control registers for Chinese investment-banking transactions. Use for IPO、再融资、并购重组、辅导 and diligence projects involving 材料清单、原件清单、签字…
101GitHub
creating-financial-models
aisa-group
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
94GitHub