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order-management-advisor

JoelLewis/finance_skillsSkill

Manage the advisor trade lifecycle from order entry through settlement, covering block trading, allocation, pre-trade compliance, custodian routing, and error correction. Use when the user asks about designing an OMS for an RIA, executing model portfolio changes across many accounts, structuring block trades with fair allocation, configuring pre-trade compliance rules or restricted lists, routing orders to multiple custodians, handling trade errors or corrections, managing cash in trading workflows, or evaluating OMS platforms. Also trigger when users mention 'block trade', 'trade allocation',

ScannedSkillSource: GitHub
213 stars +7 this week Updated 4mo ago License MIT Context ≈156 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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