financial-analysis
claudeFinancial analysis workflows: model audit, data hygiene, XLSX and PPTX authoring, competitive analysis, deal document standards, and deck review
26 skills · 6 commands · hooks
8
claude
wealth-management
Wealth management client workflows: client meeting prep, financial planning, portfolio rebalancing, tax-loss harvesting, client reports, and investment proposals
Not in a marketplace yet, so it loads for one session with --plugin-dir.
Plugin wealth-management in fall-development-rob/corp_finance. Commands read from the repo's manifest — 1 month ago.
What it installs
Skills (6)
workflow-wm-client-meeting-prepWHAT: Client review meeting preparation — portfolio performance summary, asset allocation drift analysis, attribution, risk metrics, market outlook commentary, and prior action item status — assembled into a pre-meeting briefing. WHEN: Invoke when preparing for a client portfolio review meeting, qua
workflow-wm-client-reportWHAT: Quarterly client report production — period performance with benchmark comparison, Brinson attribution, factor attribution, holdings changes, market commentary, and forward-looking action items — formatted for client distribution. WHEN: Invoke when producing a formal quarterly or annual client
workflow-wm-financial-planningWHAT: Comprehensive financial plan — client profile, cash flow analysis, retirement projection, goal-specific analysis (education, estate, major purchases), Monte Carlo probability of success, insurance review, tax optimisation, and priority-ranked recommendations. WHEN: Invoke when producing a full
workflow-wm-investment-proposalWHAT: Investment proposal for a wealth management client — opportunity overview, expected return analysis with DCF and comps, risk assessment, portfolio fit, comparison to alternatives, and a clear conviction-rated recommendation with position sizing. WHEN: Invoke when recommending a new investment
workflow-wm-portfolio-rebalancingWHAT: Portfolio rebalancing — asset allocation drift detection, mean-variance or Black-Litterman optimisation, lot-level trade list generation with tax-efficient lot selection, wash-sale check, and pre/post risk comparison. WHEN: Invoke when an asset class drifts >3-5% from strategic target; when ad
workflow-wm-tax-loss-harvestingWHAT: Tax-loss harvesting — scan taxable holdings for unrealised losses, assess gain/loss budget, identify and rank actionable candidates, select replacement securities maintaining market exposure, verify wash-sale compliance across all household accounts, and document lot-level detail for tax repor
Slash commands (7)
/wealth-management:client-report/wealth-management:client-review/wealth-management:financial-plan/wealth-management:portfolio/wealth-management:proposal/wealth-management:rebalance/wealth-management:tlh
Problems found in this repo's manifests
- "cfa-data" points to ./plugins/cfa-data, which doesn't exist in the repo — install will fail
- "cfa-pro" points to ./plugins/cfa-pro, which doesn't exist in the repo — install will fail
More from fall-development-rob/corp_finance
All 48 plugins →equity-research
claudeEquity research workflows: initiating coverage, earnings updates, morning notes, model updates, thesis tracking, idea screening, and sector overviews
7 skills · 12 commands
8
private-equity
claudePrivate equity deal lifecycle workflows: deal sourcing, due diligence, IC memos, LBO returns analysis, unit economics, value creation plans, and portfolio monitoring
8 skills · 11 commands
8
investment-banking
claudeInvestment banking deal execution workflows: CIM drafting, teasers, process letters, buyer lists, merger models, pitch decks, and datapack assembly
7 skills · 6 commands
8
fixed-income
claudeFixed income workflows: bond analysis, yield curve, credit spreads, FX carry, and swap curve construction (stub — skills populated in a future phase)
7 skills · 5 commands
8
derivatives
claudeDerivatives valuation workflows: options, swaps, structured products, and volatility surface analysis (stub — skills populated in a future phase)
7 skills · 2 commands
8
Similar plugins
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth projections, and routing to Advisor Center web workflows. Requires the BlackRock Advisor Center connector and an Advisor Center account.
6 skills · 1 MCP server
anthropics/claude-plugins-official 47,076
Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, next-best-action analysis and a tax opportunity scan. Requires the Zocks connector and a Zocks account.
7 skills · 1 MCP server
anthropics/knowledge-work-plugins 35,601
make-ugc
claudeMake AI UGC videos end to end through treg. Pull the trending TikTok and Instagram videos in a vertical, extract the hook patterns, create a character with the same vibe as a presenter the user picks, generate 5-10 talking-head hook clips on Seedance 2.5 (less-restriction route), add a voiced demo clip, burn captions, and report the bill per clip. Use when the user asks for UGC ads, creator-style product videos, TikTok/Reels hooks, or an AI presenter for their product.
1 skill
superdesigndev/treg 7,890
clipforge
claudeAI short-video production: a topic or product link becomes a finished vertical video (script → free stock footage → free TTS → captions → BGM → FFmpeg compose), keyless by default. Installs the clipforge-video skill plus the ClipForge MCP server (clipforge_create_video, clipforge_product_script, clipforge_gate …) targeting your local ClipForge instance. 一句话/商品链接直接出带货短视频。
2 skills
xixihhhh/clipforge 1,275
vertical-advisor-skills
claude7 vertical advisors skills: strategic advisors for fintech, healthtech, edtech, ecommerce, proptech, climate-tech, and marketplace businesses
7 skills
borghei/Claude-Skills 1,110
poppify
claudeClaude Code plugin for photo-led short-form vertical reels — Instagram / TikTok / YouTube Shorts / Facebook. Upload 1–10 photos, get a captioned 15/30/60s reel with motion, library-matched music, optional voiceover. $0.06 base render, 50 free seeds, no subscription.
ccplugins/awesome-claude-code-plugins 1,005
Maintain wealth-management?
This page updates itself from your repo. Add the badge to your README, or get it Featured to pin it above the organic results with a followed link to your site.
claude & codex plugins48 plugins