Phoenix Xirr Fees Validator

Skill File

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.

nikhillinit0 starsApr 3, 2026

Occupation
Categories: Payment

Skill Content

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).