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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.

67

Quality

80%

Does it follow best practices?

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SecuritybySnyk

Passed

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tessl review fix ./skills/kanchi-dividend-us-tax-accounting/SKILL.md
SKILL.md
Quality
Evals
Security

Quality

Content

70%

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

A well-structured, well-sequenced planning skill with clean progressive disclosure and real bundle files. Its weaker dimensions are conciseness (mild redundancy between Overview and Guardrails) and actionability (workflow steps defer concrete detail to references without inline examples).

Suggestions

Collapse the duplicate not-legal-advice caveat: state it once (e.g., in Guardrails) and drop the restatement in the Overview to tighten conciseness.

Add one inline worked example in Step 1 or Step 3 (e.g., a sample holding with ticker/instrument_type/hold_days showing its qualified-vs-ordinary classification) so the core guidance is actionable without opening a reference.

Show a short example of expected script output or a JSON input snippet next to the build_tax_planning_sheet.py invocation to make the generation step concrete and verifiable.

DimensionReasoningScore

Conciseness

The body is lean and avoids explaining concepts Claude already knows, but the not-legal-advice caveat is restated across the Overview and Guardrails sections and a few phrases ('practical', 'while keeping decisions auditable') pad without adding clarity.

2 / 3

Actionability

A concrete, copy-paste script invocation and real reference-file pointers are present, but the core workflow steps (classify, validate holding-period, map to buckets, place) are directive lists that defer the 'how' to references with no inline examples or classification logic.

2 / 3

Workflow Clarity

A clear numbered 1–5 sequence pairs with an explicit validation checkpoint ('mark status as ASSUMPTION-REQUIRED'), a conflict-resolution rule ('explain the tradeoff explicitly'), and an open-risk checklist; as a non-destructive planning workflow it does not require a fix-retry loop.

3 / 3

Progressive Disclosure

The overview body points to one-level-deep references (input-schema, qualified-dividend-checklist, account-location-matrix, annual-tax-memo-template, plus the build script) that all exist, and a Resources section annotates each file for easy navigation.

3 / 3

Total

10

/

12

Passed

Description

90%

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: it covers a clear, specific tax-accounting niche with explicit 'what' and 'Use when' triggers and natural user keywords. The only soft spot is the abstract main action verb, which keeps specificity at 2 rather than 3.

DimensionReasoningScore

Specificity

The description names the domain ('US dividend tax and account-location workflow') and several concrete capability areas, but the primary action verb 'Provide … workflow' is abstract rather than a list of distinct concrete actions like the score-3 anchor.

2 / 3

Completeness

It explicitly answers 'what' ('Provide US dividend tax and account-location workflow for Kanchi-style income portfolios') and 'when' with an explicit 'Use when users ask about …' trigger clause, matching the score-3 anchor.

3 / 3

Trigger Term Quality

It includes natural terms a dividend investor would say — 'qualified vs ordinary dividends', '1099-DIV', 'REIT/BDC distribution treatment', 'holding-period checks', and 'taxable-vs-IRA account placement' — giving good coverage of likely user phrasing.

3 / 3

Distinctiveness Conflict Risk

The US-dividend-tax/account-location niche with 'Kanchi-style' branding and tax-form-specific triggers is clearly distinguishable and unlikely to fire for unrelated skills.

3 / 3

Total

11

/

12

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.

Validation16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
tradermonty/claude-trading-skills
Reviewed

Table of Contents

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