---
name: reporting
description: Generate regulatory reports (MiFID II, Form 13F, etc.)
argument-hint: "[13f|mifid|car|--schedule|--validate]"
---

# Regulatory Reporting

Generate and validate regulatory reports for compliance requirements.

## Usage

- `/reporting` - Show reporting schedule and status
- `/reporting 13f` - Generate Form 13F (SEC)
- `/reporting mifid` - Generate MiFID II transaction reports
- `/reporting car` - Generate Consolidated Audit Report
- `/reporting --schedule` - View reporting calendar
- `/reporting --validate 13f` - Validate report before submission

## Report Types

| Report | Regulator | Frequency | Deadline |
|--------|-----------|-----------|----------|
| Form 13F | SEC | Quarterly | 45 days after quarter |
| Form ADV | SEC | Annual | 90 days after fiscal year |
| MiFID II | ESMA | Daily | T+1 |
| CAT | FINRA | Daily | 8:00 AM ET |
| Form PF | SEC | Quarterly | 60 days after quarter |
| EMIR | ESMA | Daily | T+1 |

## Instructions

When this skill is invoked:

1. Parse arguments:
   - No args: Show reporting dashboard
   - Report type: Generate specific report
   - `--schedule`: Show upcoming deadlines
   - `--validate`: Validate without submitting
   - `--submit`: Submit to regulator (if supported)

2. Display reporting dashboard:
   ```
   Regulatory Reporting Dashboard
   ═══════════════════════════════════════════════════════════

   UPCOMING DEADLINES
   ─────────────────────────────────────────────────────────
   Report      Period      Deadline        Status
   ─────────────────────────────────────────────────────────
   MiFID II    2024-01-19  2024-01-20      ✓ Submitted
   CAT         2024-01-19  2024-01-20      ⏳ Generating
   Form 13F    Q4 2023     2024-02-14      📋 Due in 25 days
   Form ADV    FY 2023     2024-03-31      📋 Due in 70 days

   RECENT SUBMISSIONS
   ─────────────────────────────────────────────────────────
   2024-01-19  MiFID II    ✓ Accepted      1,247 transactions
   2024-01-18  MiFID II    ✓ Accepted      1,089 transactions
   2024-01-18  CAT         ✓ Accepted      2,341 events
   ```

3. For Form 13F:
   ```
   Form 13F Generation - Q4 2023
   ═══════════════════════════════════════════════════════════

   Reporting threshold: $100M AUM ✓ ($1.2B)

   Holdings Summary:
   ─────────────────────────────────────────────────────────
   Total positions: 145
   Total value: $1,247,350,000
   Reportable securities: 142

   Top Holdings:
   ─────────────────────────────────────────────────────────
   CUSIP        Name              Shares      Value
   037833100    Apple Inc         50,000      $9,625,000
   594918104    Microsoft Corp    35,000      $13,160,000
   02079K107    Alphabet Inc      20,000      $2,800,000

   Validation: ✓ All CUSIPs valid
   Output: reports/13f_Q4_2023.xml
   ```

4. For MiFID II:
   - Generate ARM-compliant transaction reports
   - Include all required fields (65+ fields)
   - Validate LEI codes
   - Check instrument identifiers

5. For `--validate`:
   - Run schema validation
   - Check required fields
   - Validate reference data
   - Simulate submission

6. Report generation steps:
   1. Extract relevant transactions/positions
   2. Enrich with reference data
   3. Format per regulatory schema
   4. Validate completeness
   5. Generate submission file
   6. Log for audit trail