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.
npx skills add JoelLewis/finance_skills --skill regulatory-reportinggit clone --depth 1 https://github.com/JoelLewis/finance_skillsWrote 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.
[](https://agentmods.dev/skills/joellewis/finance_skills/regulatory-reporting)<a href="https://agentmods.dev/skills/joellewis/finance_skills/regulatory-reporting"><img src="https://agentmods.dev/badge/skills/joellewis/finance_skills/regulatory-reporting/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.
<a href="https://agentmods.dev/skills/joellewis/finance_skills/regulatory-reporting"><img src="https://agentmods.dev/badge/skills/joellewis/finance_skills/regulatory-reporting.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- Socket pass
- Snyk pass
- NVIDIA SkillSpector warn
SkillSpector: 1 finding, up to high
These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →
- high Privilege Escalation · line 149 Code accesses credential files (SSH keys, AWS credentials, etc.). This could indicate credential theft attempts.Fix: Remove references to credential paths. Use environment variables or secrets managers. For docs, use placeholder paths (e.g., /path/to/config). Never load .env or token files in production code paths.
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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00173 | $0.07247 |
| Opus 5 | $0.00086 | $0.03624 |
| Sonnet 5 | $0.00035 | $0.01449 |
| Haiku 4.5 | $0.00017 | $0.00725 |
Grade A, and why
regulatory-reporting 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.
How it starts
The opening of the file, as written. The whole thing — 242 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Regulatory Reporting
Regulatory status current as of June 2026 — verify effective dates, dollar thresholds, and pending rulemakings against current SEC/FINRA/FinCEN sources before advising.
Core Concepts
Form ADV Amendments
Registered investment advisers must keep Form ADV current through two amendment mechanisms:
Annual updating amendment — Must be filed within 90 days of the adviser's fiscal year end (Rule 204-1 under the Investment Advisers Act of 1940). The annual amendment requires the adviser to review and update all items on Form ADV Parts 1, 2A, and 2B. The adviser must also deliver or offer to deliver the updated brochure (Part 2A) to existing clients within 120 days of fiscal year end, along with a summary of material changes.
Other-than-annual amendments (interim/prompt amendments) — Certain items on Form ADV must be amended promptly when information becomes inaccurate. "Promptly" is generally interpreted as within 30 days of the event, though some changes require faster action. Items requiring prompt amendment include:
- Changes in the adviser's organizational structure, control persons, or ownership (Part 1, Items 1, 2, 3, 7, 10, 11)
- Changes in disciplinary history (Part 1, Item 11, DRPs)
- Changes in the adviser's financial condition that would require disclosure under Part 2A Item 18
- Changes to the brochure (Part 2A) that are material and that clients or prospective clients should know about — including changes to types of advisory services, fee schedules, methods of analysis, risk factors, material conflicts, disciplinary events, or financial condition
Items that may wait for the annual amendment — Statistical information (AUM, number of clients), non-material updates to biographical information, and administrative details that do not affect client decision-making.
Filing via IARD — All Form ADV amendments are filed electronically through the Investment Adviser Registration Depository (IARD) system. Filing fees apply. State notice filings are typically triggered automatically upon SEC filing for advisers relying on SEC registration.
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.
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.
- 12d ago First seen · 242 lines · 173 tokens per session scan A c6519580e4b0
regulatory-reporting is a skill published in the GitHub repository JoelLewis/finance_skills (184 stars, last pushed 1mo ago), licensed MIT. It adds 173 tokens to every session and 7,247 once invoked, about $0.0009 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.
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