wealth-executionlisted

Pre-trade validation (buying power, oversell, short-term gain), order payload construction for Alpaca, Interactive Brokers and FIX 4.4, ISIN/CUSIP/FIGI/LEI check digits and T+1 settlement dates, for human-approved execution. Builds payloads only - never submits orders or connects to a custodian.
ai-theories/wealth-skills · ★ 0 · AI & Automation · score 63

Install: claude install-skill ai-theories/wealth-skills

# Wealth Execution & Custody (`wealth-execution`) This skill pack equips AI agents (**Claude Code, Devin, Cursor, Antigravity, OpenAI Codex**) to validate proposed orders and build order payloads locally for a licensed advisor to review and submit through their own systems. --- ## ⚠️ MANDATORY SAFETY & COMPLIANCE GUARDRAIL > [!CAUTION] > All trade order construction is classified as **`requires_human_approval: true`**. Nothing in this pack submits an order. Agents must NEVER submit live orders without explicit approval and signature by a licensed advisor. --- ## Engine-Backed Capabilities | Capability | Engine function | CLI | |---|---|---| | Pre-trade checks: buying power, oversell against the held position, short-term gain warning | `validatePreTradeCompliance` | `execution validate` | | Alpaca and Interactive Brokers REST order payloads | `buildTradePayload` | `execution payload` | | FIX 4.4 New Order Single (35=D) with BodyLength and CheckSum | `buildFixOrderPayload` | `execution fix-payload` | | ISIN, CUSIP, FIGI and LEI check digits; MIC and CFI formats | `validateSecurityIdentifier` | `execution identifier` | | T+1 settlement dates under SEC Rule 15c6-1 | `calculateSettlementDate` | `execution settlement-date` | ## Guidance Only (No Engine Support) - Schwab, Fidelity and Pershing custodian workflows (there are no custodian connectors) - Order submission, routing and best execution - Block allocations, corporate actions and ACAT transfers ## Limits to State Wi