探索我们完整的 Claude 技能集合,扩展 AI 代理的能力。
Implements sophisticated trade surveillance logic and post-trade compliance monitoring to detect market abuse and ensure regulatory adherence.
Simplifies adherence to CFA Institute GIPS requirements for investment performance calculation, composite construction, and compliant presentations.
Evaluates investment recommendations against FINRA suitability rules and regulatory standards to ensure compliance for retail and institutional clients.
Designs and manages robust reconciliation workflows to ensure data accuracy across portfolio management, custodian, and clearing systems.
Provides comprehensive frameworks and mathematical models for optimizing personal debt payoff and refinancing decisions.
Deploys and manages scalable web applications, REST APIs, and containerized services on the Azure App Service platform.
Analyzes currency markets, calculates exchange rate mechanics, and implements FX risk management strategies for international investment portfolios.
Applies comprehensive fiduciary duty standards and regulatory frameworks to ensure compliance across investment advisory and retirement services.
Troubleshoots and resolves platform-specific issues, performance bottlenecks, and connectivity problems across iOS and Android applications.
Prepares financial firms for the full lifecycle of SEC and FINRA regulatory examinations, from initial notification through deficiency remediation.
Designs and manages low-latency trading venue connectivity, FIX sessions, and high-performance market data infrastructure.
Calculates present value, future value, NPV, IRR, and complex amortization schedules using various compounding conventions.
Analyzes equity securities, valuation models, and portfolio construction techniques for financial research and investment management.
Ensures investment marketing materials and performance presentations comply with SEC Marketing Rule and FINRA Rule 2210 standards.
Builds modular, secure, and production-ready RESTful APIs using the Flask framework, SQLAlchemy, and JWT authentication.
Optimizes investment portfolios for maximum after-tax returns using strategic asset location, loss harvesting, and withdrawal sequencing.
Implements horizontal data partitioning and sharding strategies to scale large-scale database architectures across multiple servers.
Implements straight-through processing (STP) and exception-based automation for financial securities operations.
Optimizes capital distribution across asset classes using professional frameworks like Mean-Variance Optimization and Black-Litterman models.
Implements a rigorous four-phase framework to identify root causes and eliminate technical debt by preventing symptom-only patches.
Manages Gmail communications and organization tasks directly through the Google Workspace REST API.
Provides expert guidance on financial regulatory filing obligations, deadlines, and reporting workflows for investment firms.
Analyzes government bonds, US Treasuries, and sovereign debt through advanced yield curve modeling and interest rate risk analytics.
Analyzes corporate bonds, credit instruments, and debt structures to evaluate risk and yield metrics.
Standardizes software testing strategies and naming conventions using industry-recognized frameworks like ISTQB and the Testing Pyramid.
Integrates the Axiom observability platform to ingest, query, and analyze logs and event data via REST API.
Designs and implements robust order state machines and FIX protocol workflows for trading systems and order management systems (OMS).
Implements a rigorous debugging workflow to identify root causes, classify errors, and ensure permanent fixes through regression testing and documentation.
Implements structured logging, colorized terminal output, and CI/CD-specific reporting for Bash scripts.
Analyzes and cleans Perl source code using Perl::Critic and perltidy to ensure industry-standard code quality and style.
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