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kanchi-dividend-us-tax-accounting

Provide US dividend tax and account-location workflow for Kanchi-style income portfolios. Use when users ask about qualified vs ordinary dividends, 1099-DIV interpretation, REIT/BDC distribution treatment, holding-period checks, or taxable-vs-IRA account placement decisions for dividend assets.

68

Quality

86%

Does it follow best practices?

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Passed

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SKILL.md
Quality
Evals
Security

Quality

Content

78%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A well-structured, instruction-style skill body: lean overview, copy-paste script invocation, sequenced workflow with assumption/validation checkpoints, and exemplary one-level-deep reference usage. Remaining polish is minor — deduplicate the script path, tighten the Output section, and add a small worked classification example.

DimensionReasoningScore

Conciseness

The body never explains concepts Claude already knows and stays lean, but it repeats the script path 'build_tax_planning_sheet.py' in three places (Prerequisites, Output, Resources) and the 'Always output' list partly restates workflow step 5 — minor trimming opportunities.

4 / 5

Actionability

Gives a copy-paste bash command with concrete flags, a pointed-to exact JSON contract ('Use the exact JSON contract and examples in references/input-schema.md'), and a specific 'ASSUMPTION-REQUIRED' status flag, but lacks an inline example of a classification or of script output.

4 / 5

Workflow Clarity

Five clearly sequenced steps with a genuine validation checkpoint (step 2 'Validate holding-period eligibility assumptions' plus 'If data is incomplete, mark status as ASSUMPTION-REQUIRED') and an open-risk output checklist; missing only an explicit verify-the-generated-sheet step, so it falls just short of the 5 anchor's full validation loop.

4 / 5

Progressive Disclosure

A lean overview with four substantive one-level-deep references, each clearly signaled with its purpose (checklist, matrix, memo template, input schema) and all verified present in the bundle, plus script and tests properly split out — easy navigation with no nesting.

5 / 5

Total

17

/

20

Passed

Description

87%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong description with an explicit, well-enumerated 'Use when' clause and highly distinct domain triggers. The only weakness is the abstract lead verb 'Provide... workflow', which blurs the concrete actions slightly; the trigger keyword set could also add a few common synonyms.

DimensionReasoningScore

Specificity

Enumerates several concrete action areas ('1099-DIV interpretation', 'holding-period checks', 'taxable-vs-IRA account placement decisions'), but the lead verb 'Provide... workflow' is abstract rather than a concrete action, leaving minor gaps in coverage.

4 / 5

Completeness

Explicitly answers both questions: what ('Provide US dividend tax and account-location workflow') and when ('Use when users ask about qualified vs ordinary dividends, 1099-DIV interpretation, REIT/BDC distribution treatment...') with concrete enumerated trigger phrases.

5 / 5

Trigger Term Quality

Strong natural keyword coverage — 'qualified vs ordinary dividends', '1099-DIV', 'REIT/BDC', 'holding-period', 'taxable-vs-IRA' — matching what users actually say; a few natural synonyms (e.g., 'dividend tax planning', 'tax-advantaged accounts') are missing.

4 / 5

Distinctiveness Conflict Risk

A clear niche — 'Kanchi-style income portfolios', 1099-DIV, REIT/BDC, holding-period terminology — with distinct triggers and minimal overlap risk against generic tax or document skills.

5 / 5

Total

18

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
tradermonty/claude-trading-skills
Reviewed

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