Data / AI

Data reconciliation across silos

Resolving breaks between custodian feeds, portfolio accounting, and CRM systems.

Market demand

52%

How under-taught it is

80%

Roles that need this skill

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How the work gets done

The same four lenses applied to every capability and role page.

2 operations

Tax-aware lot selection & wash-sale guard
daily
Proposed trades respect ST/LT gain limits, holding-period rules, and cross-account wash-sale windows.
Post-trade allocation & reconcile
daily
Fills allocate back cleanly, breaks land in an exception queue, and the household model state matches the custodian by T+1.

1 operation

Position, cash, and accrual reconciliation
daily
Breaks surfaced to an exception queue with the suggested fix and the same-day SLA to clear before NAV.

1 operation

Audit trail & exam evidence packs
event
One click produces a date-bounded evidence package with comms, trades, attestations, and dispositions.

Features that use this skill

Recommended path

A practical path for Data reconciliation across silos

Step 1 · Free · play now
Are you ready for the agentic era?
A 5-question gut-check on whether you could brief an agent to do data reconciliation across silos work. Local, instant score.
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Step 2 · Premium · full playbook
The full playbook (preview)
Checklists, real templates, and the failure modes that don't make it into courses. First 30% free.
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Step 3 · 1:1 · operator session
1:1 with an operator
30 minutes — case prompts, portfolio review, or interview prep tailored to this skill.
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