Prompt Cards

Create a best execution policy in New York tuned to NY DFS cybersecurity program for a broker-dealer (illustrative). Include venues, routing, cost/likelihood factors, and monitoring. Return a policy outline and monthly review report fields.

Outline a cross-border payments flow in New York for FINRA-compliant advertising review workflow. Include currencies, rails, cut-off times, fees, and reconciliation. Return as a sequence list and a controls checklist.

Draft a trading-day runbook in New York oriented to Fed policy scenarios and equity sector tilts. Cover pre-open checks, intraday controls, and EOD reconciliations. Return as a timed checklist with owners.

Define ESG KPIs and disclosure notes for New York focused on MBS TBA hedging and pool specs (illustrative). Include data lineage, assurance options, and a lightweight controls matrix. Return as YAML + a CSV of KPI definitions.

Create a bond analyzer outline in New York for prime brokerage margin and financing costs. Include curve build, spread measures, carry/roll, and risk buckets. Return a minimal SQL view and a report template.

Create a liquidity stress-testing playbook in New York for US municipal bonds laddering for HNW. Provide scenarios (mild/base/severe), haircuts, time-to-liquidate tiers, and funding sources. Return as a table plus a 10-step execution checklist.

Draft an index methodology for New York focusing on SOFR-linked floating rate note hedging. Include universe, selection rules, reconstitution, weight caps, and corporate actions. Return as Markdown with a data dictionary.

Sketch a tax-aware rebalancing algorithm for New York portfolios around Reg NMS and dark pool routing analytics. Detail lots selection, wash-sale guardrails, and capital-gains budgets. Return pseudocode and a small CSV example of lots.

Design a treasury ALM dashboard in New York for SEC 10-K/13F parsing for idea sourcing. Include liquidity gaps, duration, FTP curves, and early-warning indicators. Return as a widget list and a sample KPI email.

Create a best execution policy in Geneva tuned to philanthropy and donor-advised fund policies. Include venues, routing, cost/likelihood factors, and monitoring. Return a policy outline and monthly review report fields.

Outline a cross-border payments flow in Geneva for booking-center transfer pricing basics (illustrative). Include currencies, rails, cut-off times, fees, and reconciliation. Return as a sequence list and a controls checklist.

Draft a trading-day runbook in Geneva oriented to cross-border suitability & appropriateness (FinSA-aligned). Cover pre-open checks, intraday controls, and EOD reconciliations. Return as a timed checklist with owners.