audit-trails
claudeImmutable audit logging for financial systems: append-only hash-chained tables, event stores, WORM archival, trace correlation, and audit exports for SOX, PCI DSS, and GDPR reviews.
1 skill · 1 command · 1 agent
2
claude
portfolio-management
Portfolio management systems: mean-variance construction, drift-based rebalancing, tax-lot tracking and tax-loss harvesting, TWR and MWR performance, attribution, benchmarking, and GIPS reporting.
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Plugin portfolio-management from marketplace libre-fintech in Ormus-Solutions/LibreFinTech-Claude-Code. Commands read from the repo's manifest — 1 month ago.
What it installs
Skills (1)
portfolio-patternsPortfolio code: mean-variance optimization with transaction costs, drift-threshold rebalancing, tax-loss harvesting with wash sale avoidance, HIFO lot selection, and cash drag management, plus anti-patterns such as look-ahead bias. Use when building portfolio or wealth management features.
Slash commands (1)
/portfolio-management:portfolioAnalyze, rebalance, attribute performance for, or report on a portfolio.
Subagents (1)
portfolio-engineerUse this agent when building portfolio construction, rebalancing, tax-lot tracking, performance measurement (TWR, MWR), attribution, benchmarking, or GIPS reporting for asset managers, robo-advisors, or wealth platforms.
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