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next-best-action

JoelLewis/finance_skillsSkill

Design and implement next-best-action engines that surface proactive, prioritized recommendations to advisors based on portfolio, life, market, and compliance events. Use when the user asks about building event-driven advisor alerts, designing trigger logic for portfolio drift or large cash movements, prioritizing competing actions across a book of business, routing NBA recommendations to the right team member, measuring NBA acceptance rates, or automating compliance-driven actions like annual review reminders. Also trigger when users mention 'next best action', 'advisor nudges', 'proactive ou

ScannedSkillSource: GitHub
213 stars +7 this week Updated 4mo ago License MIT Context ≈154 tokens always loaded
52popular

Why this score

Stars9/35
Usage (forks)3/15
Upkeep15/25
License15/15
Owner history10/10

This repo hosts 10 skills, so its 213 stars are split between them (about 21 each) for scoring.

Popularity score: 52/100 from public GitHub signals only. It shows how widely used and maintained this is, not how well it works. Not included yet: the fake-star check. The security scan is shown separately and doesn't change the score. How we rank

Security

Scanned Oct 20, 2026 at commit 5c498eacf705, with Cisco's open-source skill-scanner.

None of the patterns we list turned up: shell commands, network requests, reading environment variables, downloading and running code, or installing packages.

A scan lists patterns in the code. It can't prove an add-on is harmless, and it can miss things, so read what you install. How we scan

Alternatives

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