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feat: improve skill scores for finance_skills#8

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rohan-tessl:improve/skill-review-optimization
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feat: improve skill scores for finance_skills#8
rohan-tessl wants to merge 1 commit intoJoelLewis:mainfrom
rohan-tessl:improve/skill-review-optimization

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@rohan-tessl rohan-tessl commented Mar 31, 2026

Hey @JoelLewis 👋

I ran your skills through tessl skill review at work and found some targeted improvements.

image

Here's the full before/after:

Skill Before After Change
advisor-dashboards 60% 80% +20%
bet-sizing 65% 86% +21%
real-assets 65% 86% +21%
advertising-compliance 65% 90% +25%
fee-disclosure 65% 90% +25%

This PR is intentionally scoped to the 5 lowest-scoring skills to keep it reviewable — more skills can be improved in follow-ups or via automated review on future PRs.

Changes summary

All 5 skills were restructured to be more actionable while preserving the existing template structure (Purpose, When to Use, Core Concepts, Worked Examples, Common Pitfalls, Cross-References):

  • advisor-dashboards: Replaced verbose KPI prose with structured metric tables and benchmarks, added role-based decision table for dashboard views, tightened worked examples into structured lists
  • bet-sizing: Added sizing method decision framework table, added 6-step sizing workflow with validation checkpoints, replaced textbook Kelly explanations with concise formulas and decision guidance
  • real-assets: Added direct property vs REIT decision framework, added step-by-step property analysis and REIT evaluation workflows, added a third worked example (REIT valuation walkthrough)
  • advertising-compliance: Added 7-step compliance review checklist, added content type decision tree, replaced verbose regulatory prose with quick-reference tables for FINRA categories, performance requirements, and recordkeeping
  • fee-disclosure: Added disclosure regime decision framework table (RIA/BD/Fund/Plan → rules), added 6-step fee disclosure review workflow, added all-in cost analysis checklist

Common improvements across all 5:

  • Cut textbook-style explanations of concepts Claude already knows
  • Added actionable workflows, decision trees, and checklists
  • Used tables for structured information instead of prose
  • Preserved all rule citations, cross-references, and domain expertise
  • Frontmatter descriptions unchanged (all scored 100%)

Honest disclosure — I work at @tesslio where we build tooling around skills like these. Not a pitch - just saw room for improvement and wanted to contribute.

Want to self-improve your skills? Just point your agent (Claude Code, Codex, etc.) at this Tessl guide and ask it to optimize your skill. Ping me - @rohan-tessl - if you hit any snags.

Thanks in advance 🙏

Hey @JoelLewis 👋

I ran your skills through `tessl skill review` at work and found some targeted improvements. Here's the full before/after:

| Skill | Before | After | Change |
|-------|--------|-------|--------|
| advisor-dashboards | 60% | 80% | +20% |
| bet-sizing | 65% | 86% | +21% |
| real-assets | 65% | 86% | +21% |
| advertising-compliance | 65% | 90% | +25% |
| fee-disclosure | 65% | 90% | +25% |

This PR is intentionally scoped to the 5 lowest-scoring skills to keep it reviewable — more skills can be improved in follow-ups or via automated review on future PRs.

<details>
<summary>Changes summary</summary>

**All 5 skills** were restructured to be more actionable while preserving the existing template structure (Purpose, When to Use, Core Concepts, Worked Examples, Common Pitfalls, Cross-References):

- **advisor-dashboards**: Replaced verbose KPI prose with structured metric tables and benchmarks, added role-based decision table for dashboard views, tightened worked examples into structured lists
- **bet-sizing**: Added sizing method decision framework table, added 6-step sizing workflow with validation checkpoints, replaced textbook Kelly explanations with concise formulas and decision guidance
- **real-assets**: Added direct property vs REIT decision framework, added step-by-step property analysis and REIT evaluation workflows, added a third worked example (REIT valuation walkthrough)
- **advertising-compliance**: Added 7-step compliance review checklist, added content type decision tree, replaced verbose regulatory prose with quick-reference tables for FINRA categories, performance requirements, and recordkeeping
- **fee-disclosure**: Added disclosure regime decision framework table (RIA/BD/Fund/Plan → rules), added 6-step fee disclosure review workflow, added all-in cost analysis checklist

**Common improvements across all 5:**
- Cut textbook-style explanations of concepts Claude already knows
- Added actionable workflows, decision trees, and checklists
- Used tables for structured information instead of prose
- Preserved all rule citations, cross-references, and domain expertise
- Frontmatter descriptions unchanged (all scored 100%)

</details>

Honest disclosure — I work at @tesslio where we build tooling around skills like these. Not a pitch - just saw room for improvement and wanted to contribute.

Want to self-improve your skills? Just point your agent (Claude Code, Codex, etc.) at [this Tessl guide](https://docs.tessl.io/evaluate/optimize-a-skill-using-best-practices) and ask it to optimize your skill. Ping me - [@rohan-tessl](https://github.com/rohan-tessl) - if you hit any snags.

Thanks in advance 🙏
@rohan-tessl rohan-tessl marked this pull request as ready for review March 31, 2026 07:00
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