FreeSkills
Analyse your ClickHouse data in conversation
- 477477 downloads
- 180180 likes
- 112112 saves
Works with
- Claude Code
- Codex
- Cursor
- and 3 more
GIPS compliance: composites and performance calculation v1.0.0
Use this resource to check a performance presentation against the GIPS standards
New
- 472 downloads
- 235 likes
- 241 saves
Free
Install with the CLI
In a terminal, from the folder you want:
npx --yes palatekit@latest install gips-performance-complianceWith 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 loginThe agent checks composite construction, time-weighted return calculation, how results are presented and the error correction rules. It also reviews wrap and SMA programs and pooled funds. The GIPS standards are voluntary: you get a list of gaps against their requirements.
Mostly picked by
Updated November 2, 2026
Previews
Details
- Install guides
- Generates with
- Your agent's model
- Licence
- MIT
Similar resources
View all- Free
FreeSkills
Google Workspace CLI admin
- 465465 downloads
- 222222 likes
- 193193 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
FreeSkills
Project management agent
- 519519 downloads
- 155155 likes
- 220220 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
FreeSkills
Financial analyst agent
- 399399 downloads
- 103103 likes
- 176176 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
FreeSkills
Quality and regulatory agent
- 347347 downloads
- 222222 likes
- 109109 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
FreeSkills
Persistent task tracking and day planning
- 384384 downloads
- 224224 likes
- 134134 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
FreeSkills
OKR design that drives decisions
- 454454 downloads
- 101101 likes
- 165165 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
FreeSkills
Customer health scoring model
- 361361 downloads
- 169169 likes
- 174174 saves
Works with- Claude Code
- Codex
- Cursor
- and 3 more
What you get
- SKILL.md: composite construction, calculation, presentation, verification and error correction
- references/: GIPS report presentation elements
Good fit for
- You want to claim GIPS compliance in your pitch materials
- You are building a composite for an investment strategy
Not for
Tags
- GIPS
- performance
- composites
- compliance
About
You say
“Does our French equities composite follow the GIPS construction and calculation rules?”
Skill published by joellewis under the MIT license, delivered in its original version.
Show moreShow less
How to use it
- Install the skill in your agent's skills folder
- Ask your agent to check a performance presentation against the GIPS standards
- Review and adjust the result
Content preview
Files
- LICENSE1 KB
- NOTICE-PALATEKIT.md0.5 KB
- references/presentation-elements.md2.7 KB
- SKILL.md35.2 KB
Origin and licence
Listed unmodified
- Author
- joellewis
- Source
- github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/compliance/skills/gips-compliance
- Licence
- MIT
Notice
« gips-compliance » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.
User reviews
–
No ratings yet
Loading reviews…