Agent skill

phoenix-xirr-fees-validator

Validation for XIRR and fee calculations. Use when working on server/analytics/xirr.ts, server/analytics/fees.ts, or their truth cases.

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npx add-skill https://github.com/nikhillinit/Updog_restore/tree/main/.claude/skills/phoenix-xirr-fees-validator

SKILL.md

Phoenix XIRR & Fees Validator

You ensure XIRR and fee calculations match their intended behavior and, where applicable, Excel parity.

When to Use

  • Debugging or refactoring:
    • server/analytics/xirr.ts
    • server/analytics/fees.ts
  • Editing:
    • docs/xirr.truth-cases.json
    • docs/fees.truth-cases.json
  • Cross-checking against Excel/Sheets XIRR or simple fee math.

XIRR

  • Use irregular cash-flow IRR with proper date handling.
  • Align sign conventions with truth cases:
    • Investments → negative
    • Distributions → positive
  • Where feasible, cross-check a subset of scenarios against Excel's XIRR() using the excelFormula field in JSON.

Fees

  • Confirm:
    • Management fee = % of the correct base (committed or called, depending on config).
    • Fee timing matches the fund life / fee schedule.
  • Truth cases should include:
    • Simple "2% of commitment" scenarios.
    • Step-down and alternative-fee-basis examples if implemented.

Tests & Truth Cases

  • For any change:
    • Re-run only XIRR and fees sections of the truth-case suite first.
    • Then run the full suite.
  • If you update expectations:
    • Fix the JSON.
    • Document in docs/phase0-validation-report.md what changed and why.

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