What does this skill validate?

It validates XIRR (Internal Rate of Return) and management fee calculations within specific server analytics files to ensure they match intended behaviors.

How does it handle cash flow signs?

It enforces standard conventions where investments are treated as negative values and distributions as positive values to maintain consistency with truth cases.

Does it support Excel parity?

Yes, it is specifically designed to cross-check calculations against Excel's XIRR() formula using the excelFormula field in JSON truth cases.

Which files does this skill target?

It primarily targets server/analytics/xirr.ts, server/analytics/fees.ts, and their corresponding truth-case documentation in the docs/ directory.

Can I use this for complex fee schedules?

Yes, it supports validating management fees based on committed or called capital, including step-downs and alternative fee basis examples.

Phoenix XIRR & Fees Validator

Name: Phoenix XIRR & Fees Validator
Author: nikhillinit

bynikhillinit

Data Science & ML

Validates financial calculations for XIRR and management fees to ensure accuracy and parity with industry-standard Excel models.

About

The Phoenix XIRR & Fees Validator is a specialized Claude Code skill designed for developers working on financial analytics engines. It ensures that complex calculations for Internal Rate of Return (IRR) on irregular cash flows and management fees remain accurate and consistent with industry-standard Excel models. By providing automated validation against predefined truth cases, the skill streamlines the process of debugging, refactoring, and updating financial logic within server-side analytics files while maintaining strict sign conventions and fee schedule configurations.

Key Features

0 GitHub stars
Standardized sign convention management for investments and distributions
Truth-case suite execution for analytics regression testing
Automated XIRR calculation validation against Excel parity
Flexible fee base verification for committed vs. called capital
Automated reporting for financial logic expectation changes

Use Cases

Cross-checking server-side fee calculations against Excel formulas
Refactoring financial analytics logic in TypeScript files
Updating and verifying truth-case JSON files for financial data

About

Key Features

0 GitHub stars
Standardized sign convention management for investments and distributions
Truth-case suite execution for analytics regression testing
Automated XIRR calculation validation against Excel parity
Flexible fee base verification for committed vs. called capital
Automated reporting for financial logic expectation changes

Use Cases

Cross-checking server-side fee calculations against Excel formulas
Refactoring financial analytics logic in TypeScript files
Updating and verifying truth-case JSON files for financial data