claude

financial-advisor

Plan summaries, portfolio reviews, tax-loss harvesting, ESG screens, regulatory tracking, and multi-jurisdiction tax

31 on GitHubby The AI Career Labv1.1.0MITupdated 1 month agofinancial
/

Plugin financial-advisor from marketplace awesome-claude-cowork-plugins in alexclowe/awesome-claude-cowork-plugins. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (3)

  • advisory-communication

    Client advisory communication with fiduciary tone, compliance-friendly language, and plain-language financial education

  • financial-planning

    Financial planning knowledge for retirement, education, estate, tax, and insurance needs analysis

  • regulatory-change-monitor

    Regulatory change monitor — current SEC, FINRA, IRS landscape with effective dates; flags advice impacted by recent changes

Slash commands (8)

  • /financial-advisor:compliance-tracker

    Track recent SEC, FINRA, and IRS rule updates and flag impact on client portfolios and disclosure requirements

  • /financial-advisor:meeting-notes

    Transform raw meeting notes into professional documentation with follow-up email

  • /financial-advisor:multi-jurisdiction-tax

    Coordinate tax strategy across state and country lines for clients with multi-jurisdiction exposure

  • /financial-advisor:plan-summary

    Generate plain-language financial plan summaries that clients can understand and reference

  • /financial-advisor:recommendation-memo

    Create structured recommendation memos for financial planning decisions with compliance-friendly language

  • /financial-advisor:review-letter

    Draft quarterly portfolio review letters personalized to client goals and risk tolerance

  • /financial-advisor:screen-esg-portfolio

    Screen portfolio holdings against ESG criteria using SASB materiality and produce an exposure report

  • /financial-advisor:tax-loss-harvest

    Identify tax-loss harvesting opportunities, estimate tax savings, and flag wash-sale risks

View source on GitHub theaicareerlab.com

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