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Securities settlement and clearing, T+1 cycle v1.0.0

Use this resource to manage the settlement and clearing of securities trades

New

  • 389 downloads
  • 101 likes
  • 190 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install trade-settlement-clearing

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 describes the T+1 cycle, continuous net settlement and delivery versus payment. It analyses settlement fails and buy-in procedures under Rule 204. You get a processing path and a fail-reduction approach.

Mostly picked by

Updated November 2, 2026

Card for the “Securities settlement and clearing, T+1 cycle” skill

Details

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

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What you get

  • SKILL.md: T+1 cycle, clearing infrastructure and continuous net settlement
  • SKILL.md: delivery versus payment, settlement fails and Rule 204
  • references/examples.md: detailed worked examples

Good fit for

  • You handle repeated settlement fails
  • Your operations run on a T+1 cycle

Not for

    Tags

    • settlement
    • clearing
    • T+1
    • DTC
    • settlement fail

    About

    You say

    “Explain why this security was not delivered on the settlement date and which procedure to apply.”

    Card for the “Securities settlement and clearing, T+1 cycle” 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 manage the settlement and clearing of securities trades
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/examples.md18.8 KB
    • SKILL.md58.8 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/trading-operations/skills/settlement-clearing
    Licence
    MIT

    Notice

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

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