financial-analysis
claudeコア財務モデリング: DCF・comps・LBO・3-statement・競合分析・デッキQC（Anthropic公式）
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claude
wealth-management
ウェルスマネジメント/ファイナンシャルアドバイザリ: クライアントレビュー・財務計画・ポートフォリオ分析・レポート（Anthropic公式）
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Plugin wealth-management from marketplace dotcompany-template in sammyTI/dotcompany-template. Commands read from the repo's manifest — 1 month ago.
What it installs
Skills (6)
client-reportclient-reviewfinancial-planinvestment-proposalportfolio-rebalancetax-loss-harvesting
Slash commands (6)
/wealth-management:client-reportGenerate a client performance report
/wealth-management:client-reviewPrep for a client review meeting
/wealth-management:financial-planBuild or update a financial plan
/wealth-management:proposalCreate an investment proposal for a prospect
/wealth-management:rebalanceAnalyze drift and generate rebalancing trades
/wealth-management:tlhIdentify tax-loss harvesting opportunities
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claude & codex plugins18 plugins