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kelly-disclosure-trackerlisted

Cross-Entity Disclosure Tracker App-in-Skill — a Busabase review workspace that helps a compliance/IR team assemble and track a standardized disclosure package per financing vehicle (fund/SPV), across a generic onshore origination entity, an offshore fund-manager entity, and a listing/exchange venue. Use when the user invokes $kelly-disclosure-tracker or /kelly-disclosure-tracker, wants to review disclosure checklists, vehicle readiness, cross-entity reconciliation flags, or reviewer notes across multiple financing vehicles. Review workspace only — it never files anything or calls any external system.
mr-kelly/skills · ★ 5 · AI & Automation · score 71
Install: claude install-skill mr-kelly/skills
# Cross-Entity Disclosure Tracker ## Overview Use this skill as a Busabase-backed review-workspace desk for a compliance/IR team assembling a standardized disclosure package per financing vehicle (fund or SPV). Each vehicle's package spans three generic entity roles: - **Origination entity** — the onshore entity that originates/services the underlying assets. - **Fund-manager entity** — the offshore entity that manages the vehicle. - **Listing venue** — the exchange/listing venue where the vehicle's notes or units are listed. This is a **generic, brand-free** tool: no real company, regulator, or exchange is referenced anywhere in the skill, its data, or its UI. All vehicle and entity names in seed data are synthetic placeholders ("SPV Alpha 12", "Onshore Originator A", "Exchange One", and so on). Default behavior is AirApp-first. Unless the user explicitly asks only for explanation, ensure the mock portfolio exists (run the seed script below if the `vehicles` Base is empty) and give the user the clickable AirApp URL (or the local preview URL when local preview is explicitly requested). Use chat-only mode only when the user says "纯聊天", "chat only", "不要打开 UI", or similar. This is a **workspace/review-queue hybrid**: the human works through a checklist per vehicle rather than approving a linear queue, but the underlying mechanics (statuses, decisions, writing straight to Busabase) follow the same App-in-Skill review model used elsewhere in this batch. ## App UI Screen