forward-risk JoelLewis 3/12/2026
Estimate potential future losses using VaR, Expected Shortfall, Monte Carlo simulation, and stress testing. Use when the user asks about Value-at-Risk, CVaR, Expected Shortfall, scenario analysis, str...
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/forward-risk qualitative-valuation JoelLewis 3/12/2026
Qualitative assessment: moats, competitive advantage, management quality, ESG, business model analysis.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/qualitative-valuation performance-attribution JoelLewis 3/12/2026
Performance attribution: Brinson (allocation/selection/interaction), factor-based attribution, fixed-income attribution.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/performance-attribution tax-efficiency JoelLewis 3/12/2026
Tax-aware investing: asset location, tax-loss harvesting, gain/loss management, tax-efficient withdrawal sequencing.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/tax-efficiency bet-sizing JoelLewis 3/12/2026
Position sizing: Kelly criterion, fractional Kelly, risk budgeting, maximum position sizes, conviction weighting.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/bet-sizing fiduciary-standards JoelLewis 3/12/2026
Fiduciary duty: IA Act Section 206, SEC 2019 Interpretation, ERISA fiduciary rules, DOL guidance, state-level standards, CFA Institute standards.
askill add gh:JoelLewis/finance_skills/plugins/compliance/skills/fiduciary-standards rebalancing JoelLewis 3/12/2026
Portfolio rebalancing: calendar-based, threshold-based, cost-aware rebalancing, tax-efficient approaches.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/rebalancing investment-suitability JoelLewis 3/12/2026
Investment suitability obligations: FINRA Rules 2111/2090, reasonable-basis/customer-specific/quantitative suitability, product-specific concerns, household considerations.
askill add gh:JoelLewis/finance_skills/plugins/compliance/skills/investment-suitability currencies-and-fx JoelLewis 3/12/2026
Currency markets: spot/forward rates, covered/uncovered interest rate parity, FX hedging, cross rates, carry trade.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/currencies-and-fx investment-policy JoelLewis 3/12/2026
IPS construction: return objectives, risk tolerance, constraints (liquidity, time horizon, tax, legal, unique), portfolio guidelines.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/investment-policy equities JoelLewis 3/12/2026
Equity market structure, factors, index construction, style analysis, earnings mechanics.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/equities alternatives JoelLewis 3/12/2026
Alternative investments: hedge fund strategies, private equity, venture capital, fee structures, illiquidity premiums.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/alternatives performance-metrics JoelLewis 3/12/2026
Compute risk-adjusted performance ratios — Sharpe, Sortino, Information Ratio, Calmar, Treynor, Omega, capture ratios, and M-squared.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/performance-metrics commodities JoelLewis 3/12/2026
Commodity markets: futures curve (contango/backwardation), roll yield, commodity indices, storage costs, supply/demand fundamentals.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/commodities liquidity-management JoelLewis 3/12/2026
Liquidity planning: cash flow forecasting, laddering strategies, liquidity tiers, income smoothing for variable earners.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/liquidity-management diversification JoelLewis 3/12/2026
Diversification theory: correlation benefits, efficient frontier, risk parity, factor diversification.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/diversification debt-management JoelLewis 3/12/2026
Debt strategy: prioritization (avalanche vs snowball), refinancing analysis, debt-to-income ratios, consolidation.
askill add gh:JoelLewis/finance_skills/plugins/wealth-management/skills/debt-management negotiation-tactician JoelLewis 3/11/2026
Use when preparing for or conducting negotiations—deals, contracts, salary, partnerships.
askill add gh:JoelLewis/skill-library/plugins/dealmaker/skills/negotiation-tactician 