corporate-actions
CommunityManage corporate actions seamlessly.
Finance & Accounting#financial operations#dividends#corporate actions#stock splits#mergers#tender offers
AuthorJoelLewis
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines the complex and time-sensitive process of managing corporate actions, ensuring accuracy in financial operations and minimizing operational risk.
Core Features & Use Cases
- Process Mandatory & Voluntary Actions: Handles dividends, stock splits, mergers, tender offers, and more.
- Lifecycle Management: Guides from announcement and data scrubbing through settlement and reconciliation.
- Use Case: Automatically adjust cost basis and reconcile entitlements after a complex merger event involving cash and stock consideration.
Quick Start
Use the corporate-actions skill to process the dividend announcement for AAPL.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: corporate-actions Download link: https://github.com/JoelLewis/finance_skills/archive/main.zip#corporate-actions Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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