claude

wealth-management

Claude Code skill plugins for financial services — 81 skills across 7 domain plugins covering investment management, compliance, advisory practice, trading, and operations.

227 on GitHubMITupdated 3 months ago

Not in a marketplace yet, so it loads for one session with --plugin-dir.

Plugin wealth-management in JoelLewis/finance_skills. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (38)

  • alternatives
  • asset-allocation
  • bet-sizing
  • commodities
  • currencies-and-fx
  • debt-management
  • digital-assets
  • diversification
  • emergency-fund
  • equities
  • equity-compensation
  • estate-gifting
  • factor-investing
  • finance-psychology
  • financial-statements
  • fixed-income-corporate
  • fixed-income-municipal
  • fixed-income-sovereign
  • fixed-income-structured
  • forward-risk
  • fund-vehicles
  • historical-risk
  • insurance-planning
  • investment-policy
  • lending
  • liquidity-management
  • performance-attribution
  • performance-metrics
  • performance-reporting
  • qualitative-valuation
  • quantitative-valuation
  • real-assets
  • rebalancing
  • retirement-decumulation
  • savings-goals
  • tax-efficiency
  • tax-loss-harvesting
  • volatility-modeling
View source on GitHub

Problems found in this repo's manifests

  • .claude-plugin/marketplace.json is not valid JSON

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claude & codex plugins7 plugins