Invoice Organizer
davila7/claude-code-templates
Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders.
Provide US dividend tax and account-location workflow for Kanchi-style income portfolios.
Install Kanchi Dividend Us Tax Accounting
$ npx skills add tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install tradermonty/claude-trading-skills kanchi-dividend-us-tax-accounting --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/tradermonty/claude-trading-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/kanchi-dividend-us-tax-accounting .claude/skills/kanchi-dividend-us-tax-accounting && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "kanchi-dividend-us-tax-accounting" agent skill from https://github.com/tradermonty/claude-trading-skills/tree/main/skills/kanchi-dividend-us-tax-accounting into .claude/skills/kanchi-dividend-us-tax-accounting/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "kanchi-dividend-us-tax-accounting", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/tradermonty/claude-trading-skills/tree/main/skills/kanchi-dividend-us-tax-accountingType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install tradermonty/claude-trading-skills kanchi-dividend-us-tax-accounting --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/tradermonty/claude-trading-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/kanchi-dividend-us-tax-accounting .agents/skills/kanchi-dividend-us-tax-accounting && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "kanchi-dividend-us-tax-accounting" agent skill from https://github.com/tradermonty/claude-trading-skills/tree/main/skills/kanchi-dividend-us-tax-accounting into .agents/skills/kanchi-dividend-us-tax-accounting/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "kanchi-dividend-us-tax-accounting", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install tradermonty/claude-trading-skills kanchi-dividend-us-tax-accounting --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/tradermonty/claude-trading-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/kanchi-dividend-us-tax-accounting .cursor/skills/kanchi-dividend-us-tax-accounting && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "kanchi-dividend-us-tax-accounting" agent skill from https://github.com/tradermonty/claude-trading-skills/tree/main/skills/kanchi-dividend-us-tax-accounting into .cursor/skills/kanchi-dividend-us-tax-accounting/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "kanchi-dividend-us-tax-accounting", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/tradermonty/claude-trading-skills.git --path skills/kanchi-dividend-us-tax-accounting--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install tradermonty/claude-trading-skills kanchi-dividend-us-tax-accounting --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/tradermonty/claude-trading-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/kanchi-dividend-us-tax-accounting .gemini/skills/kanchi-dividend-us-tax-accounting && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "kanchi-dividend-us-tax-accounting" agent skill from https://github.com/tradermonty/claude-trading-skills/tree/main/skills/kanchi-dividend-us-tax-accounting into .gemini/skills/kanchi-dividend-us-tax-accounting/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "kanchi-dividend-us-tax-accounting", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install tradermonty/claude-trading-skills kanchi-dividend-us-tax-accountingInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/tradermonty/claude-trading-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/kanchi-dividend-us-tax-accounting .github/skills/kanchi-dividend-us-tax-accounting && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "kanchi-dividend-us-tax-accounting" agent skill from https://github.com/tradermonty/claude-trading-skills/tree/main/skills/kanchi-dividend-us-tax-accounting into .github/skills/kanchi-dividend-us-tax-accounting/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "kanchi-dividend-us-tax-accounting", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install tradermonty/claude-trading-skills kanchi-dividend-us-tax-accounting --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/tradermonty/claude-trading-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/kanchi-dividend-us-tax-accounting .opencode/skills/kanchi-dividend-us-tax-accounting && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "kanchi-dividend-us-tax-accounting" agent skill from https://github.com/tradermonty/claude-trading-skills/tree/main/skills/kanchi-dividend-us-tax-accounting into .opencode/skills/kanchi-dividend-us-tax-accounting/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "kanchi-dividend-us-tax-accounting", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
kanchi-dividend-us-tax-accounting- GitHub stars
- 3k
- Used in
- 1 other repo
- Token cost
- ~1.1k tokens
- SKILL.md length
- 400 words
- Files
- 10 (incl. scripts, references)
- Skills in repo
- 74
- Repo updated
- First seen
- Licence
- MIT
At a glance
Provide US dividend tax and account-location workflow for Kanchi-style income portfolios.
- Works in 5 steps: Classify each distribution stream → Validate holding-period eligibility… → Map to reporting fields → …
- Users ask about qualified vs ordinary dividends
- SKILL.md covers Overview, When to Use, Prerequisites and Guardrails, plus 5 more sections
- Runs Python scripts from its folder; calls python3
What it does
Kanchi Dividend Us Tax Accounting is an agent skill from tradermonty/claude-trading-skills. 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.
Its SKILL.md is about 1.1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 13 other files, including scripts and reference files (for example `agents/openai.yaml`, `references/account-location-matrix.md` and `references/annual-tax-memo-template.md`).
It sits in Business, Finance & HR, covering Accounting and bookkeeping and Tax preparation. The repository describes itself as: Claude Code skills for equity investors and traders — market analysis, technical charting, economic calendars, screeners, and trading strategy development. The licence is MIT.
When your agent uses it
- Users ask about qualified vs ordinary dividends
- 1099-DIV interpretation
- REIT/BDC distribution treatment
- Holding-period checks
Example prompts
- “/kanchi-dividend-us-tax-accounting”
Requirements
- Python 3
Workflow steps
5 steps, taken from the step headings in SKILL.md.
What it can do on your machine
Read from SKILL.md and the folder at commit c8d58f0. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 3 files in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
python3
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Kanchi Dividend Us Tax Accounting loads about 1.1k tokens when it runs, and up to ~2.5k if it reads all its reference files. Until then it costs about 82 tokens; SKILL.md has 400 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
SKILL.md
The full file from tradermonty/claude-trading-skills at commit c8d58f0, republished under its MIT licence (© tradermonty). 400 words, ~1,110 tokens.
Download SKILL.mdSave it as
.claude/skills/kanchi-dividend-us-tax-accounting/SKILL.md (or your agent's skills folder). This skill also uses 9 other files; get the full folder from GitHub.- name
- kanchi-dividend-us-tax-accounting
- description
- 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.
Kanchi Dividend Us Tax Accounting
Overview
Apply a practical US-tax workflow for dividend investors while keeping decisions auditable. Focus on account placement and classification, not legal/tax advice replacement.
When to Use
Use this skill when the user needs:
- US dividend tax classification planning (qualified vs ordinary assumptions).
- Holding-period checks before year-end tax planning.
- Account-location decisions for stock/REIT/BDC/MLP income holdings.
- A standardized annual dividend tax memo format.
Prerequisites
Prepare holding-level inputs:
tickerinstrument_typeaccount_typehold_days_in_window(if available)
Use the exact JSON contract and examples in references/input-schema.md.
For deterministic output artifacts, provide JSON input and run:
python3 skills/kanchi-dividend-us-tax-accounting/scripts/build_tax_planning_sheet.py \
--input /path/to/tax_input.json \
--output-dir reports/Guardrails
Always state this clearly: tax outcomes depend on individual facts and jurisdiction. Treat this skill as planning support, then escalate final filing decisions to a tax professional.
Workflow
1) Classify each distribution stream
For each holding, classify expected cash flow into:
- Potential qualified dividend.
- Ordinary dividend/non-qualified distribution.
- REIT/BDC-specific distribution components where applicable.
Use references/qualified-dividend-checklist.md
for holding-period and classification checks.
2) Validate holding-period eligibility assumptions
For potential qualified treatment:
- Check ex-dividend date windows.
- Check required minimum holding days in the measurement window.
- Flag positions at risk of failing holding-period requirement.
If data is incomplete, mark status as ASSUMPTION-REQUIRED.
3) Map to reporting fields
Map planning assumptions to expected tax-form buckets:
- Ordinary dividend total.
- Qualified dividend subset.
- REIT-related components when reported separately.
Use form terminology consistently so year-end reconciliation is straightforward.
Show full SKILL.md (176 more words)Show less
4) Build account-location recommendation
Use references/account-location-matrix.md to place
assets by tax profile:
- Taxable account for holdings likely to remain qualified-focused.
- Tax-advantaged account for higher ordinary-income style distributions.
When constraints conflict (liquidity, strategy, concentration), explain the tradeoff explicitly.
5) Produce annual planning memo
Use references/annual-tax-memo-template.md and include:
- Assumptions used.
- Distribution classification summary.
- Placement actions taken.
- Open items for CPA/tax-advisor review.
Output
Always output:
- Holding-level distribution classification table.
- Account-location recommendation table with rationale.
- Open-risk checklist for unresolved tax assumptions.
- Optional generated artifacts from
skills/kanchi-dividend-us-tax-accounting/scripts/build_tax_planning_sheet.py.
Cadence
Use this minimum rhythm:
- Annually (60 min): full tax planning memo with account-location review.
- Quarterly (15 min): refresh holding-period status for recent acquisitions.
- Ad-hoc: rerun after material position changes, REIT/BDC additions, or triggered reviews from
kanchi-dividend-review-monitor.
Multi-Skill Handoff
- Receive candidate and holding list from
kanchi-dividend-sop. - Receive risk-event context (
WARN/REVIEW) fromkanchi-dividend-review-monitor. - Return account-location constraints back to
kanchi-dividend-sopbefore new entries.
Resources
skills/kanchi-dividend-us-tax-accounting/scripts/build_tax_planning_sheet.py: tax planning sheet generator.skills/kanchi-dividend-us-tax-accounting/scripts/tests/test_build_tax_planning_sheet.py: tests for tax planning outputs.references/qualified-dividend-checklist.md: classification and holding-period checks.references/account-location-matrix.md: placement matrix by account type and instrument.references/annual-tax-memo-template.md: reusable memo structure.
© tradermonty, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 9 other files (scripts, references) in skills/kanchi-dividend-us-tax-accounting of tradermonty/claude-trading-skills.
- SKILL.md
- agents/openai.yaml
- references/account-location-matrix.md
- references/annual-tax-memo-template.md
- references/input-schema.md
- references/qualified-dividend-checklist.md
- requirements.txt
- scripts/build_tax_planning_sheet.py
- scripts/tests/conftest.py
- scripts/tests/test_build_tax_planning_sheet.py
Open the folder on GitHubat commit c8d58f0
Used in 1 other repository
We found 1 copy of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in tradermonty/claude-trading-skills, which our catalogue first saw on October 7, 2026.
Compare with similar skills
Kanchi Dividend Us Tax Accounting next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Kanchi Dividend Us Tax Accounting this skilltradermonty/claude-trading-skills | 3k | 1 repos | ~1.1k | Automated safety check: Pass | MIT | |
| Invoice Organizerdavila7/claude-code-templates | 33k | 12 repos | ~2.9k | Automated safety check: Pass | MIT | |
| Payroll Operationscbrock84/headcount | 2k | — | ~1.1k | Automated safety check: Pass | MIT | |
| Financial Retentionmukul975/Privacy-Data-Protection-Skills | 301 | — | ~3.5k | Automated safety check: Pass | Apache-2.0 | |
| Fondo Install Authjeremylongshore/tons-of-skills-marketplace | 2.8k | — | ~883 | Automated safety check: Pass | MIT | |
| Tax Ebookkeeping Contextkazukinagata/shinkoku | 365 | — | ~242 | Automated safety check: Pass | MIT |
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Categories
Questions about Kanchi Dividend Us Tax Accounting
What does Kanchi Dividend Us Tax Accounting do?
Provide US dividend tax and account-location workflow for Kanchi-style income portfolios. Kanchi Dividend Us Tax Accounting is an agent skill from tradermonty/claude-trading-skills. Provide US dividend tax and account-location workflow for Kanchi-style income portfolios.
When should I use Kanchi Dividend Us Tax Accounting?
Kanchi Dividend Us Tax Accounting fits situations like: users ask about qualified vs ordinary dividends; 1099-DIV interpretation; REIT/BDC distribution treatment; holding-period checks.
How do I install Kanchi Dividend Us Tax Accounting in Claude Code?
Run `npx skills add tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting -a claude-code`. Or copy the skill folder (skills/kanchi-dividend-us-tax-accounting in tradermonty/claude-trading-skills) into .claude/skills/kanchi-dividend-us-tax-accounting in your project. Claude Code loads it when a task matches its description.
How do I install Kanchi Dividend Us Tax Accounting in Codex?
Run `npx skills add tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting -a codex`. Or copy the skill folder (skills/kanchi-dividend-us-tax-accounting in tradermonty/claude-trading-skills) into .agents/skills/kanchi-dividend-us-tax-accounting in your project. Codex loads it when a task matches its description.
Can I use Kanchi Dividend Us Tax Accounting in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accounting -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/kanchi-dividend-us-tax-accounting, .gemini/skills/kanchi-dividend-us-tax-accounting, .github/skills/kanchi-dividend-us-tax-accounting and .opencode/skills/kanchi-dividend-us-tax-accounting in your project.
What does Kanchi Dividend Us Tax Accounting need to run?
Going by SKILL.md and its folder, Kanchi Dividend Us Tax Accounting needs Python for the scripts in its folder and the command-line tools its instructions call (python3). Our summary lists: Python 3.
Does Kanchi Dividend Us Tax Accounting access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Kanchi Dividend Us Tax Accounting safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Kanchi Dividend Us Tax Accounting use?
Kanchi Dividend Us Tax Accounting is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Kanchi Dividend Us Tax Accounting use?
About 1.1k tokens (SKILL.md is roughly 4.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.4k tokens, read only when the agent opens those files.
What are the alternatives to Kanchi Dividend Us Tax Accounting?
Skills that share tags, products or a category with Kanchi Dividend Us Tax Accounting: Invoice Organizer (davila7/claude-code-templates, 33k stars), Payroll Operations (cbrock84/headcount, 2k stars), Financial Retention (mukul975/Privacy-Data-Protection-Skills, 301 stars) and Fondo Install Auth (jeremylongshore/tons-of-skills-marketplace, 2.8k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Kanchi Dividend Us Tax Accounting?
tradermonty (a GitHub user) maintains it in tradermonty/claude-trading-skills, which has 2,982 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on October 11, 2026.
Source: tradermonty/claude-trading-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.