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Use when financial-services work requires create or update an investment thesis.
The review-first prompt is selected by default. You can switch to a direct command or download a local copy.
Read SKILL.md and any companion files shown by SkillsMP before deciding whether to install.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
A direct command skips the review prompt. Inspect the source before running it.
npx skills add https://github.com/Changhochien/financial-services-hermes --skill fsi-command-thesisThe command stays on one line. Scroll horizontally to inspect it before copying.
Prefer a local copy? Download the files currently available to SkillsMP.
Use when financial-services work requires processes an earnings event end to end — reads the call transcript and filings, updates the coverage model, and drafts the post-earnings note. Use when a covered name reports; for a single name interactively, or fanned out across a coverage list as a managed agent..
Use when financial-services work requires reconciles general ledger to subledger across asset classes for a trade date — finds breaks, traces root cause, and routes the exception report for sign-off. Use for daily or month-end recon runs; not for journal-entry posting (use month-end-closer for that)..
Use when financial-services work requires parses an onboarding document packet, runs the firm's KYC/AML rules engine, screens against sanctions and PEP lists, and flags gaps for escalation. Use for new-client onboarding or periodic refresh — not for transaction monitoring..
Based on SOC occupation classification
Showing SKILL.md
| name | fsi-command-thesis |
| description | Use when financial-services work requires create or update an investment thesis. |
| version | 0.1.0 |
| author | Changhochien |
| license | MIT |
| platforms | ["linux","macos","windows"] |
| metadata | {"hermes":{"tags":["command","equity-research","financial-services","thesis"],"related_skills":[]}} |
This is the Hermes profile equivalent of the original Cowork slash command /thesis from equity-research. Invoke it explicitly with /skill fsi-command-thesis or ask in natural language for this workflow.
/thesis or a thesis financial-services workflow.Load the thesis-tracker skill to create a new thesis or update an existing one with new data points.
If a ticker is provided, use it. Otherwise ask the user which position to review.
/skill fsi-command-thesis