AI Agent Skills

Access China, Hong Kong, US, fund, futures, bond, and macroeconomic data through Tushare Pro workflows.

Apply John Bogle index investing rules for low-cost funds, asset allocation,

Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and…

Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, troubleshooting…

Manage the advisor trade lifecycle from order entry through settlement, covering block trading, allocation, pre-trade compliance, custodian routing, and error correction…

Help developers integrate Chainlink VRF into smart contracts. Use for consumer contract generation with VRFConsumerBaseV2Plus, subscription setup and funding (LINK or na…

Entry point for integrating with the Alpaca Broker API (plus Market Data and Trading APIs) in any programming language. Use when a developer wants to build on Alpaca — o…

Move cash (JNLC) and securities (JNLS) BETWEEN accounts inside your own Alpaca omnibus via the Broker API — single, batch, and reverse-batch journals, the Idempotency-Ke…

Turn an agreed recommendation into a feasible roadmap and implementation plan. Use for sequencing, workstreams, dependencies, resources, rollout gates, recovery plans, a…

Perform a forensic company financial-statement review across earnings quality, health, fraud risk, and operating efficiency.

Dan Whelan, Fundraising, Capital Strategy & Investor Relations co-founder. Invoke for fundraising strategy, round sizing and timing from pre-seed to Series A, investor t…