Reconciliation

by JoelLewis

Reconciliation is a Data skill for Claude Code, published by JoelLewis in finance_skills.

184 stars35 forkson JoelLewis/finance_skillsAdded 2026/09/07+3% in starsRepository updated 2026/07/18

View source on GitHub Download repo ZIP

claudeclaude-codecompliancefinancefinancial-servicesskillswealth-management

Install in seconds

Install Reconciliation

Copy Reconciliation into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/reconciliation ~/.claude/skills/reconciliation

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/JoelLewis/finance_skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: plugins/client-operations/skills/reconciliation/SKILL.md in JoelLewis/finance_skills
Installs to: ~/.claude/skills/reconciliation
Collection: One of 25 skills cataloged from this repository
Category: Data — 796 skills

What Reconciliation does

Reconciliation designs and operates matching processes across portfolio, custodian, and clearing records. Use it to find and resolve position, cash, transaction, market value, accrued income, or cost basis breaks.

Reconciliation is cataloged under Data on DirSkills. Reconciliation comes from a repository tagged claude, claude-code, compliance, finance and financial-services.

Documentation

README

Excerpt

Reconciliation

Core Concepts

1. Reconciliation Types and Hierarchy

Reconciliation is the systematic comparison of records across two or more systems to identify and resolve discrepancies. In securities operations, reconciliation ensures that the firm's internal records (the investment book of record, or IBOR) match the custodian's official records (the official book of record, or OBOR) and, where applicable, the clearing firm's records. The reconciliation hierarchy proceeds from the most fundamental data element (positions) through increasingly derived data elements.

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Reconciliation

What else does JoelLewis publish alongside Reconciliation?
Reconciliation is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Opening Workflow. Each one is a separate skill with its own page in this directory, installs the same way Reconciliation does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
How does Reconciliation compare to other Data skills?
Reconciliation ranks #732 by stars among the 796 Data skills in this catalog. The most-starred ones next to it are Benchmark Methodology, Jupyter Notebook and Solana. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Reconciliation against them. Open each page to compare what they document and how they install.