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Corporate actions from announcement to settlement v1.0.0

Use this resource to process a corporate action from announcement to settlement

New

  • 400 downloads
  • 136 likes
  • 131 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install corporate-actions-processing

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent calculates entitlements from ex-date and record date under T+1, handles voluntary elections and fractions, then adjusts cost basis. It can also trace an operation that was processed incorrectly. You get a processing and control procedure.

Mostly picked by

Updated November 2, 2026

Card for the “Corporate actions from announcement to settlement” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: action types, dates and entitlement calculation
  • SKILL.md: voluntary elections, fractional shares and cost basis adjustment
  • references/examples.md: detailed worked examples

Good fit for

  • A merger or split must be processed for your clients
  • You need to reconcile expected entitlements against amounts received

Not for

    Tags

    • corporate actions
    • dividends
    • settlement
    • T+1
    • reconciliation

    About

    You say

    “Calculate my clients' entitlements to a 2-for-1 split, with the ex-date and record date.”

    Card for the “Corporate actions from announcement to settlement” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to process a corporate action from announcement to settlement
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/examples.md15.6 KB
    • SKILL.md28.2 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/client-operations/skills/corporate-actions
    Licence
    MIT

    Notice

    « corporate-actions » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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