381,784 Collected SKILL.md files

Explore AI Agent Skills & Claude Prompts

Discover open-source agent skills for Claude Code, Codex, ChatGPT, and any tool that uses SKILL.md.

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JoelLewis
Showing 12 of 93 skills
JoelLewis

account-transfers

by JoelLewis
star 131

Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, troubleshooting ACAT rejection codes or FINRA Rule 11870 timelines, setting up non-ACAT transfers (Fund/SERV, DTC free delivery, physical certificates), processing internal journal entries, handling retirement rollovers or Roth conversions with proper tax reporting, transferring cost basis under IRC Section 6045A, moving decedent assets to beneficiaries with date-of-death step-up, or reconciling residual credits and fractional shares after transfer completion.

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schedule Updated 14 days ago
JoelLewis

proposal-generation

by JoelLewis
star 131

Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user asks about creating a proposal for a prospect, mapping risk questionnaire scores to model portfolios, building fee illustrations with tiered costs, producing Monte Carlo or scenario projections, analyzing a prospect's current portfolio for improvement opportunities, reviewing proposals for SEC Marketing Rule compliance, or designing proposal templates for a multi-advisor firm. Also trigger when users mention 'investment proposal', 'proposal generation', 'risk profiling', 'Riskalyze', 'Nitrogen', 'fee illustration', 'transition analysis', 'current vs proposed portfolio', or 'proposal compliance review'.

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schedule Updated 14 days ago
JoelLewis

reconciliation

by JoelLewis
star 131

Design and operate reconciliation processes across portfolio management, custodian, and clearing systems. Use when building a daily position, cash, or transaction reconciliation process, investigating discrepancies between internal records and custodian records, diagnosing recurring break patterns from corporate actions or pricing differences, setting tolerance thresholds for position, cash, or market value matching, implementing three-way reconciliation, designing break investigation workflows with aging and escalation, normalizing multi-custodian feeds from Schwab, Fidelity, or Pershing, reconciling cost basis or accrued income, or preparing for examinations on books and records accuracy.

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schedule Updated 14 days ago
JoelLewis

time-value-of-money

by JoelLewis
star 131

Calculate present value, future value, NPV, IRR for projects and loans, loan payments, and amortization schedules across all compounding conventions. Use when the user asks about discounting cash flows, valuing an annuity or perpetuity, comparing investments with different timing, building a mortgage amortization table, evaluating whether a project is worth pursuing, or solving for the rate that equates cash flows (project IRR, loan IRR, yield on an investment). Also trigger when users mention 'what is it worth today', 'how much will I have in 20 years', 'monthly payment on a loan', 'discount rate', 'Gordon growth model', 'effective annual rate', 'continuous compounding', or ask how to compare a lump sum versus a stream of payments. For portfolio money-weighted return (dollar-weighted IRR on an investor's contributions and withdrawals), use return-calculations instead.

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schedule Updated 14 days ago
JoelLewis

settlement-clearing

by JoelLewis
star 131

Guide the understanding and management of trade settlement and clearing processes. Use when designing settlement workflows for T+1 compliance, understanding DTC/NSCC/FICC clearing infrastructure, analyzing continuous net settlement (CNS) netting obligations, setting up institutional trade processing (affirmation, confirmation, allocation, matching), investigating settlement fails and designing fail reduction programs, implementing buy-in procedures under Reg SHO Rule 204, assessing corporate action impact on pending settlements, evaluating DVP/RVP mechanics for institutional deliveries, handling when-issued or as-of trades, or managing settlement bank relationships and intraday liquidity. Also covers FX funding gaps for cross-border T+1 settlement.

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schedule Updated 14 days ago
JoelLewis

alternatives

by JoelLewis
star 131

Analyze alternative investments including hedge funds, private equity, and venture capital. Use when the user asks about hedge fund strategies (long/short, macro, event-driven), PE or VC performance metrics (IRR, TVPI, DPI), fee structures ('2-and-20', carry, hurdle rates), the J-curve effect, illiquidity premiums, lock-up periods, or hedge fund replication. Also trigger when users mention 'managed futures', 'CTA', 'fund of funds', 'vintage year', 'capital calls', 'distributions', 'carried interest', or ask how to evaluate an alternative investment manager.

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schedule Updated 14 days ago
JoelLewis

currencies-and-fx

by JoelLewis
star 131

Analyze currency markets, exchange rate mechanics, and FX risk management for international portfolios. Use when the user asks about exchange rates, FX hedging, interest rate parity, carry trades, forward premiums, cross rates, or currency overlay programs. Also trigger when users mention 'strong dollar', 'weak euro', 'hedging foreign stocks', 'purchasing power parity', 'currency risk in my portfolio', 'EUR/USD', 'yen carry trade', or ask whether to hedge international investments.

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schedule Updated 14 days ago
JoelLewis

diversification

by JoelLewis
star 131

Build diversified portfolios using correlation analysis, efficient frontier construction, and factor-based diversification. Use when the user asks about portfolio variance, correlation effects, the efficient frontier, minimum variance portfolios, diversification ratios, or factor diversification. Also trigger when users mention 'don't put all eggs in one basket', 'how many stocks do I need', 'correlation breakdown in a crisis', 'are my holdings really diversified', 'risk contributions', or ask why diversification fails during market crashes.

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schedule Updated 14 days ago
JoelLewis

equities

by JoelLewis
star 131

Analyze equity securities, factor models, and equity portfolio construction. Use when the user asks about stocks, equity valuation ratios, index construction methods, or style analysis. Also trigger when users mention 'P/E ratio', 'growth vs value', 'market cap weighting', 'sector allocation', 'GICS classification', 'earnings per share', 'Fama-French factors', 'CAPM', 'dividend yield', 'PEG ratio', 'EV/EBITDA', or ask which factors explain equity returns.

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schedule Updated 14 days ago
JoelLewis

fixed-income-corporate

by JoelLewis
star 131

Analyze corporate bonds and credit instruments including investment grade and high yield debt. Use when the user asks about corporate bonds, credit spreads (OAS, Z-spread, G-spread), credit ratings, default probabilities, callable bonds, or private credit. Also trigger when users mention 'junk bonds', 'fallen angel', 'yield-to-worst', 'covenant analysis', 'CDS spreads', 'recovery rates', 'direct lending', 'mezzanine debt', 'BBB downgrade risk', or ask how to evaluate corporate credit risk.

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schedule Updated 14 days ago
JoelLewis

fixed-income-municipal

by JoelLewis
star 131

Analyze municipal bonds including tax-equivalent yield calculations, GO vs revenue bond evaluation, and muni credit analysis. Use when the user asks about municipal bonds, tax-exempt income, tax-equivalent yield, AMT bonds, callable bonds, yield-to-worst on munis, or muni credit quality. Also trigger when users mention 'muni bonds', 'tax-free bonds', 'state tax exemption', 'general obligation', 'revenue bonds', 'Build America Bonds', 'muni yield ratio', 'de minimis rule', or ask whether munis make sense for their tax bracket.

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schedule Updated 14 days ago
JoelLewis

rebalancing

by JoelLewis
star 131

Maintain portfolio allocations over time using calendar-based, threshold-based, and tax-efficient rebalancing strategies. Use when the user asks about when to rebalance, rebalancing bands, transaction cost trade-offs, tax-efficient rebalancing, or the rebalancing premium. Also trigger when users mention 'my portfolio drifted', 'how often should I rebalance', 'rebalancing across taxable and IRA accounts', 'volatility harvesting', 'buy low sell high automatically', or ask whether to use cash flows to rebalance.

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Page 1 of 8

Browse Agent Skills by Occupation

23 major groups · 867 SOC occupations

Browse by Category

Explore agent skills organized by their primary use case

SKILLMD / CREATORS AND OCCUPATION CATEGORIES

Explore the agent skills ecosystem by occupation and creator

SkillMD is not just a keyword search box. It is an open map that organizes public skills by occupation, creator, and repository, helping you see which workflows, judgment criteria, and domain habits people are writing for AI agents.

Then follow creators and GitHub repositories back to the source: compare the skills a team maintains, whether the repo is active, and how the README frames the work before you open, install, or reuse anything.

Use it three ways: learn an unfamiliar field by occupation, study how creators organize skills, then use source context to decide what is worth opening or reusing.

01 Map a field

Browse 23 occupation groups and 867 SOC roles to learn what skills exist in adjacent domains and how they break down real work.

02 Follow creators

Use creator and repository pages to inspect maintained skill collections, recent updates, and source context before trusting a result.

03 Search with sources

Search 1.7M+ collected skills, then use occupation tags, creators, and GitHub source context to decide what is worth opening.

Start with the occupation map, then follow creators and repositories back to real code. SkillMD helps explain why a skill is worth opening, not only what it is named.

SEO KNOWLEDGE HUB & TECHNICAL OVERVIEW

Standardizing Agent Capabilities with SKILL.md and Model Context Protocol (MCP)

In the rapidly evolving landscape of artificial intelligence, LLM agents (Large Language Model agents) have transitioned from simple text predictors to autonomous problem solvers. To orchestrate complex, multi-step agentic workflows, developers require a standardized format to specify agent capabilities, prompt instructions, system rules, and database bindings. This is where SKILL.md and the Model Context Protocol (MCP) have emerged as standard developer paradigms. SkillMD serves as the central directory for indexing, exploring, and sharing these critical agent configurations.

Our open-source registry currently tracks over 1.7 million collected SKILL.md configurations and system prompts. By compiling agent configurations from active developers on GitHub, we bridge the gap between prompt engineering research and production execution. Whether you are building agents with Anthropic's Claude Code, OpenAI's GPT-4, Google's Gemini, or local models using Ollama and LlamaIndex, standardized skill definitions ensure your agents behave predictably across different runtime environments.

What is the Model Context Protocol (MCP)?

The Model Context Protocol (MCP) is an open-source standard designed to connect LLMs to data sources, developer tools, and external environments. MCP establishes a bidirectional communication channel between client applications (like Cursor, Claude Desktop, or custom agent systems) and servers hosting data or capabilities. Standardizing instructions via SKILL.md enables LLMs to query databases, read local files, execute terminal commands, and integrate third-party APIs. SkillMD allows you to find ready-to-run MCP servers and prompt instructions for various occupations and technical tasks.

The Structure of a Professional SKILL.md File

A valid SKILL.md configuration is designed to be easily read by humans and parsed by LLMs. It contains precise system instructions, trigger conditions, required parameters, and execution examples. Below is the typical architectural blueprint of a professional agent skill:

  • Metadata & Core Scope: Declares the name of the skill, author details, target models, and a description of the capability.
  • Triggers & Intent Detection: Details semantic triggers that help the agent decide when to invoke this skill.
  • System Prompts: Explicit system-level instructions that direct the agent's behavior, personality, safety guardrails, and formatting preferences.
  • Capabilities & Tools: Lists the files, databases, or APIs the agent must access to complete the tasks.
  • Few-Shot Examples: Demonstrates real inputs and outputs, helping the model generalize behavior through in-context learning.

Optimizing Agent Workflows for Modern LLMs

Writing effective agent skills requires deep knowledge of prompt engineering. With the release of advanced reasoning models like Claude 3.5 Sonnet, ChatGPT o1, and DeepSeek-V3, prompt templates must focus on structured thinking. Developers are encouraged to use XML tags (e.g., <thought>, <context>, and <rules>) to isolate execution boundaries. Standardized prompts prevent agents from suffering from context drift, ensuring that long-running tasks remain aligned with the initial system parameters.

Exploring by SOC Occupations and Creator Profiles

What makes SkillMD unique is its taxonomy. Instead of simple text search, we parse and organize files according to the Standard Occupational Classification (SOC) system. This means you can discover skills written for Computer and Mathematical roles, Business and Financial operations, Legal, Design, and and Educational Instruction fields. By tracking creator profiles, developers can study how different teams organize their custom instructions, compare version updates, and fork public configs for specialized enterprise use cases.

SkillMD operates as a high-performance index running on a fast Go backend and a highly responsive Astro SSR frontend. All search queries execute in milliseconds, featuring smart debouncing to prevent multiple API requests while keeping user data secure. Join our community of developers to standardize your AI agent instructions and optimize your LLM prompting workflows today.

8 QUESTIONS

Frequently Asked Questions

A practical guide to agent skills: what they are, how to inspect them, and how SkillMD helps you explore the ecosystem.