claude

wealth-management

Wealth management and financial advisory tools: client reviews, financial planning, portfolio analysis, and client reporting

0 on GitHubby Anthropic FSIv0.1.0Apache-2.0updated 6 months ago
/

Plugin wealth-management from marketplace claude-for-financial-services in ian-lawrence423/Anthropic-Financial. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (6)

  • client-report
  • client-review
  • financial-plan
  • investment-proposal
  • portfolio-rebalance
  • tax-loss-harvesting

Slash commands (6)

  • /wealth-management:client-report

    Generate a client performance report

  • /wealth-management:client-review

    Prep for a client review meeting

  • /wealth-management:financial-plan

    Build or update a financial plan

  • /wealth-management:proposal

    Create an investment proposal for a prospect

  • /wealth-management:rebalance

    Analyze drift and generate rebalancing trades

  • /wealth-management:tlh

    Identify tax-loss harvesting opportunities

View source on GitHub

More from ian-lawrence423/Anthropic-Financial

All 20 plugins →

financial-analysis

claude

Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC

13 skills · 7 commands · 11 MCP servers

0

private-equity

claude

Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach

10 skills · 10 commands

0

equity-research

claude

Equity research tools: earnings analysis, initiating coverage reports, and research workflows

9 skills · 9 commands

0

lseg

claude

Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.

8 skills · 8 commands · 1 MCP server

0

investment-banking

claude

Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management

9 skills · 7 commands

0

pitch-agent

claude

Comps, precedents, LBO to a branded pitch deck, end to end

11 skills · 1 agent

0

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 plugins20 plugins