gips-compliance

gips-compliance is a skill for Claude Code from JoelLewis/finance_skills. It costs 145 tokens per session (6,608 once invoked), scanned A, original, MIT.

A guide to the Global Investment Performance Standards (GIPS), voluntary rules for calculating and presenting investment results.

In plain words
What is it for?
Use it to work on investment composites, time-weighted returns, GIPS Reports, and independent verification of compliance.
Why use it?
It helps investment firms produce comparable performance records and meet standards often requested by institutional investors, consultants, and plan sponsors.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: positional $N argument.

Part of the compliance plugin — 17 skills shipped together

not rated 184repo +5 1mo ago A scan Socket: passSnyk: passSkillSpector: pass 145 tokens original MIT

Good fit Use it to work on investment composites, time-weighted returns, GIPS Reports, and independent verification of compliance.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/joellewis/finance_skills/gips-compliance
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 JoelLewis/finance_skills --skill gips-compliance
Clone the repo
git clone --depth 1 https://github.com/JoelLewis/finance_skills

Made for: Claude Code.

Or install compliance, the plugin that ships this one along with the rest of its 17 skills.

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 gips-compliance

README.md
[![agentmods](https://agentmods.dev/badge/skills/joellewis/finance_skills/gips-compliance/github.svg)](https://agentmods.dev/skills/joellewis/finance_skills/gips-compliance)
Your own site
<a href="https://agentmods.dev/skills/joellewis/finance_skills/gips-compliance"><img src="https://agentmods.dev/badge/skills/joellewis/finance_skills/gips-compliance/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 gips-compliance

Your own site · 80×15
<a href="https://agentmods.dev/skills/joellewis/finance_skills/gips-compliance"><img src="https://agentmods.dev/badge/skills/joellewis/finance_skills/gips-compliance.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 145 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 6,608 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. Third-party audits
  • Socket pass 19 Mar 2026
  • Snyk pass 19 Mar 2026
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00145 $0.06608
Opus 5 $0.00072 $0.03304
Sonnet 5 $0.00029 $0.01322
Haiku 4.5 $0.00015 $0.00661

Measured 11d ago against content hash 07de9a3697df, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

gips-compliance 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 11d 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.

plugins/compliance/skills/gips-compliance/SKILL.md · 247 lines

How it starts

The opening of the file, as written. The whole thing — 247 lines — stays where its author put it; the contents beside it link to each section on GitHub.

GIPS Compliance — Global Investment Performance Standards

Regulatory status current as of June 2026 — verify effective dates, dollar thresholds, and pending rulemakings against current SEC/FINRA/FinCEN and CFA Institute sources before advising.

Core Concepts

GIPS Overview and Applicability

The Global Investment Performance Standards are voluntary ethical standards maintained by the CFA Institute for calculating and presenting investment performance. GIPS are not law — no regulator mandates compliance — but they are widely adopted by investment managers seeking institutional mandates, as many institutional investors, consultants, and plan sponsors require or strongly prefer GIPS-compliant track records.

GIPS applies to "firms," defined as an investment firm, subsidiary, or division held out to clients or prospective clients as a distinct business entity. The definition of the firm is foundational: a firm must define itself consistently and cannot change its definition to manipulate compliance. A firm claiming GIPS compliance must do so on a firm-wide basis. A firm cannot claim compliance for select composites or strategies while excluding others — compliance is all or nothing.

The 2020 edition of GIPS (effective January 1, 2020) is the current standard, replacing the 2010 edition. Key changes in the 2020 edition include provisions for pooled fund reports, enhanced requirements for overlay strategies, broader applicability to asset owners, and streamlined advertising guidelines. The 2020 edition maintains the core principles that have defined GIPS since inception: fair representation of performance, full disclosure of material information, and comparability across firms and time periods.

GIPS compliance is self-declared — there is no central authority that grants or certifies GIPS compliance. A firm claims compliance by including a specific compliance statement in its GIPS-compliant presentations. However, the claim carries weight precisely because it binds the firm to a comprehensive set of requirements that can be (and frequently are) tested through independent verification.

Read the full file on GitHub · 247 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 11d ago First seen · 247 lines · 145 tokens per session scan A 07de9a3697df

Subscribe to this mod's changes

gips-compliance is a skill published in the GitHub repository JoelLewis/finance_skills (184 stars, last pushed 1mo ago), licensed MIT. It adds 145 tokens to every session and 6,608 once invoked, about $0.0007 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

fiscaliste

Fiscaliste IA pour la fiscalité personnelle des particuliers français : optimisation et déclaration de l'impôt sur le revenu, IFI, revenus du capital, revenus fonciers, equity salarial, crypto-actifs et PER. Couvre le calcul de l'IR (barème, quotient familial, décote, PAS, CEHR, revenus exceptionnels), la déclaration…

romainsimon/paperasse · 302 tokens

controleur-fiscal

Inspecteur des finances publiques IA. Simule un contrôle fiscal DGFIP complet sur les comptes d'une entreprise française (SASU, EURL, SAS, SARL). Analyse le FEC, la liasse fiscale, les charges déduites, le compte courant d'associé, la TVA, l'IS selon 8 axes de vérification. Identifie les chefs de redressement…

romainsimon/paperasse · 136 tokens

commissaire-aux-comptes

Commissaire aux comptes IA pour l'audit des comptes annuels d'entreprises françaises. Applique la démarche NEP en 7 phases : prise de connaissance, contrôle du FEC, vérification du bilan, du compte de résultat, de la balance, de la liasse fiscale, et contrôles transversaux. Émet une opinion motivée sur la fiabilité…

romainsimon/paperasse · 123 tokens

hr-payroll

Help HR operations specialists, payroll administrators, and compensation teams understand, design, and run payroll processing, compliance, and payroll-related HR operations. Use when asked to set up a payroll process, run a payroll compliance audit, design a payroll calendar, handle a payroll discrepancy, build a…

tuanductran/hr-skills · 88 tokens

hr-retirement-benefits

Help compensation and benefits teams design, communicate, and administer retirement and pension benefits. Use when asked to design our retirement benefit offering, explain 401(k)/pension options to employees, compare retirement plan providers, communicate a retirement plan change, or help an employee understand their…

tuanductran/hr-skills · 63 tokens

tax-calendar-proactive

A proactive tax calendar for Russian individual entrepreneurs and small limited companies. From a few business details, it identifies upcoming deadlines, estimated payments, and important thresholds such as VAT and the simplified-tax-system limit.

ilyautov/small-business-ru · 167 tokens