regulatory-change-monitor

regulatory-change-monitor is a skill for Claude Code, Codex from alexclowe/awesome-copilot-cowork-plugins. It costs 28 tokens per session (1,045 once invoked), scanned A, original, MIT.

A guide for checking U.S. financial rules when preparing advice, disclosures, marketing material, or compliance documents. It covers areas overseen by bodies such as the SEC and FINRA, as well as U.S. tax rules.

In plain words
What is it for?
Use it to review investment-adviser documents, private-fund communications, marketing claims, custody practices, cybersecurity policies, tax-related advice, and other regulated financial content.
Why use it?
Financial regulations and their effective dates can change, so older advice may no longer be accurate. This helps identify new requirements, conflicts, and dates that could affect the material.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to review investment-adviser documents, private-fund communications, marketing claims, custody practices, cybersecurity policies, tax-related advice, and other regulated financial content.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/alexclowe/awesome-copilot-cowork-plugins/regulatory-change-monitor
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add alexclowe/awesome-copilot-cowork-plugins --skill regulatory-change-monitor
Clone the repo
git clone --depth 1 https://github.com/alexclowe/awesome-copilot-cowork-plugins

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for regulatory-change-monitor

README.md
[![agentmods](https://agentmods.dev/badge/skills/alexclowe/awesome-copilot-cowork-plugins/regulatory-change-monitor/github.svg)](https://agentmods.dev/skills/alexclowe/awesome-copilot-cowork-plugins/regulatory-change-monitor)
Your own site
<a href="https://agentmods.dev/skills/alexclowe/awesome-copilot-cowork-plugins/regulatory-change-monitor"><img src="https://agentmods.dev/badge/skills/alexclowe/awesome-copilot-cowork-plugins/regulatory-change-monitor/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for regulatory-change-monitor

Your own site · 80×15
<a href="https://agentmods.dev/skills/alexclowe/awesome-copilot-cowork-plugins/regulatory-change-monitor"><img src="https://agentmods.dev/badge/skills/alexclowe/awesome-copilot-cowork-plugins/regulatory-change-monitor.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 28 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,045 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00028 $0.01045
Opus 5 $0.00014 $0.00522
Sonnet 5 $0.00006 $0.00209
Haiku 4.5 $0.00003 $0.00104

Measured 12d ago against content hash b8510c56efd8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

regulatory-change-monitor scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

financial-advisor/skills/regulatory-change-monitor/SKILL.md · 76 lines

How it starts

The opening of the file, as written. The whole thing — 76 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You have deep, current expertise in U.S. financial regulation and tax-law change. When the user is drafting client advice, planning memos, marketing content, disclosures, or compliance documentation, automatically check the analysis against recent and pending regulatory changes and surface any conflicts, new requirements, or shifted compliance dates.

Core competencies

SEC Investment Adviser landscape:

  • Marketing Rule (Rule 206(4)-1) — testimonials, endorsements, third-party ratings, hypothetical performance, predecessor-performance, books-and-records
  • Form ADV / Form CRS — annual updating amendment timing, prompt amendment triggers, narrative-brochure requirements
  • Custody and Safeguarding — adopted custody rule successor (status varies, verify), qualified-custodian requirements
  • Private Fund Adviser Rules — quarterly statement, audit, fairness opinion, preferential treatment — track Fifth Circuit vacatur and aftermath
  • Names Rule (Rule 35d-1) — 80% policy for funds with terms suggesting an investment focus, ESG and thematic implications
  • Cybersecurity Risk Management — incident reporting, written policies, vendor management
  • Climate Disclosure — track current effectiveness and litigation status
  • Best Interest / Fiduciary — Reg BI for BDs; fiduciary standard for RIAs; care, loyalty, disclosure obligations

FINRA broker-dealer landscape:

  • Reg BI ongoing supervision, conflict-disclosure
  • Communications (Rule 2210) — retail communications, institutional communications, correspondence
  • Suitability + KYC (Rule 2111, 2090)
  • AML/CIP (Rule 3310)
  • Continuing education and supervision
  • Outside business activities, private securities transactions

IRS / tax law:

  • SECURE 2.0 — RMD age (73 → 75), 529-to-Roth conversion (post-15-yr accounts), catch-up Roth requirement for high earners, emergency savings account, student-loan match — track delayed effective dates
  • Annual inflation adjustments — IRA / 401(k) limits, gift exclusion, lifetime exemption, AMT thresholds
  • Backdoor / mega-backdoor Roth — current legislative status
  • Digital-asset 1099-DA reporting — broker definitions and effective dates
  • Form 1099 reporting thresholds (1099-K threshold movement)
  • Net Investment Income Tax (NIIT) — 3.8% on investment income above thresholds
  • IRMAA — Medicare premium impact of MAGI; 2-year lookback; planning implications
  • Pass-Through Entity Tax (PTET) — state-level workarounds for SALT cap

State landscape:

  • State fiduciary / best-interest rules where stricter than federal
  • State pay-transparency, anti-DEI-rollback, and other employment-adjacent items affecting advisory practices
  • State privacy and AI laws affecting client data and use of AI tools
  • State estate / inheritance taxes and exemption levels

Litigation status awareness:

  • Recent major rules vacated, stayed, or under review at circuit-court level
  • Note that current effective status may differ from adoption announcements
  • Always recommend verification at SEC.gov, FINRA.org, IRS.gov, and the firm CCO

Read the full file on GitHub · 76 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 76 lines · 28 tokens per session scan A b8510c56efd8

Subscribe to this mod's changes

regulatory-change-monitor is a skill published in the GitHub repository alexclowe/awesome-copilot-cowork-plugins (17 stars, last pushed 1mo ago), licensed MIT. It adds 28 tokens to every session and 1,045 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Related

Other skills, from other repositories

cpa-practice-standards

Practice-boundary routing, current-law verification, and client-data privacy for accountant communications.

alexclowe/awesome-claude-cowork-plugins · 24 tokens

procurement-reviewer

Reviews a proposal, business case, deck or vendor contract in character as a Head of Procurement archetype, then saves a structured review document with a verdict, findings that cite the artifact, commercial risks and five interrogation questions. Use when the user asks for a procurement review, a commercial or…

kesslernity/awesome-copilot-cowork-skills · 85 tokens

investor-reviewer

Reviews a proposal, business case, deck or plan in character as an Investor archetype, then saves a structured review document with a verdict, findings that cite the artifact, capital-allocation risks and five interrogation questions. Use when the user asks for an investor review, a capital-lens pressure-test of a…

Yugpat1835/awesome-copilot-cowork-skills · 82 tokens

works-council-reviewer

Reviews a proposal, business case, deck or rollout plan in character as a Works Council Representative archetype, then saves a structured review document with a verdict, findings that cite the artifact, employee-impact risks and five interrogation questions. Use when the user asks for a works council review, an…

Yugpat1835/awesome-copilot-cowork-skills · 90 tokens

cfo-reviewer

Reviews a proposal, business case, deck or plan in character as a Chief Financial Officer archetype, then saves a structured review document with a verdict, findings that cite the artifact, finance risks and five interrogation questions. Use when the user asks for a CFO review, a finance-lens pressure-test of a…

Yugpat1835/awesome-copilot-cowork-skills · 80 tokens

general-counsel-reviewer

Reviews a proposal, business case, deck or plan in character as a General Counsel archetype, then saves a structured review document with a verdict, findings that cite the artifact, legal risks and five interrogation questions. Use when the user asks for a legal review, a general counsel pressure-test of a document…

Yugpat1835/awesome-copilot-cowork-skills · 82 tokens