🎯Skills84
A collection of 81 Claude Code skill plugins across 7 domain plugins for financial services, covering investment management, regulatory compliance, advisory workflows, and trading operations.
Provides statistical foundations for financial analysis including distributions, covariance matrices, regression, and bootstrapping, serving as a core mathematical skill within an 81-skill finance plugin collection.
Part of a collection of 81 financial services skills for Claude Code covering investment management, regulatory compliance, and advisory workflows. Provides guidance on asset allocation strategies, portfolio construction, and rebalancing frameworks.
Part of a collection of 81 financial services skills for Claude Code, this skill covers account transfer operations including ACAT and non-ACAT transfers, partial transfers, journal entries, rollovers, and estate transfers within the client-operations plugin.
Part of a comprehensive 81-skill finance plugin collection covering investment management, regulatory compliance, advisory workflows, and trading operations—this skill provides quantitative valuation models including DCF, DDM, comparables analysis, and residual income approaches with Python reference scripts.
A privacy and data security skill from a collection of 81 Claude Code financial skills, covering regulatory compliance, data protection practices, and security considerations for financial services applications.
A Claude Code skill for trade execution workflows, part of a finance skills collection covering 81 skills across investment management, regulatory compliance, advisory workflows, and trading operations.
Finance Skills for Claude Code is a collection of 81 skills across 7 domain plugins covering investment management, regulatory compliance (SEC/FINRA), advisory workflows, trading operations, and financial math — teaching Claude the quantitative methods and compliance knowledge of a professional financial services team.
Part of a collection of 81 financial services skills for Claude Code covering investment management, compliance, and advisory workflows. Covers behavioral finance and investor psychology, helping identify cognitive biases affecting investment decisions.
A skill from a financial services skills collection that teaches AI agents about currencies and foreign exchange, covering FX markets, currency risk management, exchange rate modeling, and cross-border transaction workflows.
Part of a collection of 84 finance skills across 7 domain plugins, covering investment management, regulatory compliance, advisory workflows, trading operations, risk measurement, volatility modeling, and portfolio analysis.
A financial services skill for investment policy statement (IPS) design, informed by suitability obligations and fee disclosure rules that constrain product and policy choices.
A Claude Code skill for personal debt management including debt prioritization, mortgage and loan analysis, emergency fund sizing, and savings goals. Part of a comprehensive finance skills collection covering 84 skills across investment management, compliance, and advisory workflows.
A collection of 81 Claude Code skills across 7 domain plugins covering investment management, regulatory compliance (SEC/FINRA), advisory workflows, and trading operations — including mathematical foundations, wealth management, US securities compliance, and personal finance guidance. Built for financial services professionals who need AI assistance with finance questions, tool building, and compliance flagging.
A financial data quality skill covering golden source management, data lineage tracking, validation rules, exception management, and data governance for financial services workflows.
A collection of 81 Claude Code skills across 7 financial domains covering investment management, regulatory compliance, advisory workflows, trading operations, risk measurement, and wealth management with Python reference scripts included.
A financial services skill that teaches AI agents lending fundamentals including loan structuring, credit analysis, risk assessment, interest rate modeling, and regulatory compliance for lending operations.
A Claude Code skill for computing risk-adjusted performance ratios, generating performance reports, and conducting benchmark comparisons. Part of a comprehensive finance skills collection with Python reference scripts for quantitative calculations.
A finance compliance skill that teaches Claude anti-money laundering procedures including BSA/AML requirements, CTR/SAR filing, OFAC screening, and structuring detection, citing specific rule numbers and regulatory act sections.
Part of a collection of 84 Claude Code skills across 7 domain plugins for financial services, covering investment management, regulatory compliance, advisory workflows, and trading operations with Python reference scripts.
A financial services skill for regulatory reporting covering Form PF, 13F/13H filings, Form ADV amendments, FOCUS reports, and CAT (Consolidated Audit Trail) reporting.
Teaches Claude to generate investment performance reports including benchmark comparison, goal progress tracking, and risk-adjusted performance ratios, as part of the Finance Skills wealth-management plugin.
A financial services skill teaching Claude liquidity management concepts including margin lending, securities-based lines of credit (SBLOC), and cross-referencing with lending workflows.
A finance skill that teaches Claude portfolio management systems including diversification theory, mean-variance optimization, Black-Litterman models, risk parity, position sizing, and rebalancing strategies as part of an 84-skill financial services collection.
A finance skill that provides end-to-end financial plan assembly capabilities including retirement modeling and scenario analysis, part of a comprehensive 84-skill collection covering investment management, compliance, advisory workflows, and trading operations.
A comprehensive collection of 81 Claude Code skills across 7 domain plugins for financial services, covering investment management, regulatory compliance (SEC/FINRA), advisory workflows, trading operations, client operations, and data integration.
A skill from a financial services skills collection that teaches AI agents about digital assets as part of wealth management, covering cryptocurrency analysis, blockchain-based investments, and digital asset portfolio management.
A financial services skill that teaches AI agents savings goal planning, including target calculations, timeline projections, contribution strategies, and progress tracking for personal finance advisory.
Teaches Claude KYC compliance procedures for financial services, covering Customer Identification Program (CIP), Customer Due Diligence (CDD), beneficial ownership verification, customer profiling, and Enhanced Due Diligence (EDD).
A financial services skill for historical risk analysis, computing covariance matrices that feed into forward-risk, diversification, and asset-allocation workflows.
A collection of 84 Claude Code skill plugins for financial services across 7 domain plugins, covering investment management, regulatory compliance (SEC/FINRA), advisory workflows, trading operations, client operations, and data integration. Includes quantitative skills with Python reference scripts and compliance skills citing specific rule numbers.
Teaches AI agents equity investment analysis including factor models, index construction, earnings analysis, and related quantitative methods as part of a comprehensive financial services skills collection.
A foundational financial services skill for computing investment returns including TWR, MWR/IRR, CAGR, sub-period linking, and annualization — used as a foundation by nearly every other finance skill.
A financial services skill for position, cash, and transaction reconciliation, including break identification and three-way reconciliation processes.
A core finance skill for Claude Code covering time value of money calculations including present value, future value, NPV, IRR, annuities, and amortization schedules with Python reference scripts.
A financial services skill covering the complete order lifecycle including order states, FIX protocol basics, order types, time-in-force parameters, and cancel/replace workflows.
Teaches Claude to handle corporate action processing in financial operations, covering mandatory and voluntary actions, dividends, stock splits, M&A events, tender offers, and record date management.
A finance agent skill covering trade settlement and clearing processes including T+1 settlement, DTC/NSCC workflows, fails management, corporate actions on settlement, and DVP/RVP protocols.
A Claude Code skill for understanding fund vehicles as an asset class, part of a comprehensive finance skills collection covering investment management including equities, fixed income, commodities, real assets, alternatives, currencies, and digital assets.
Teaches Claude to identify and manage trading operational risks including trade breaks, settlement fails, error handling, loss event taxonomy, and key risk indicators (KRIs) in financial operations.
Part of a comprehensive financial services skill collection (81 skills across 7 domains) teaching Claude investment management, regulatory compliance, advisory workflows, and trading operations.
A finance skill for Claude Code covering portfolio diversification theory, mean-variance optimization, Black-Litterman models, risk parity, and rebalancing strategies within the wealth management domain.
Part of a collection of 81 financial services skills for Claude Code, this skill covers performance attribution analysis including Brinson attribution, factor-based attribution, and risk-adjusted performance measurement within the wealth-management plugin.
A finance agent skill covering portfolio rebalancing including IPS construction, tax-aware investing, asset location strategies, tax-loss harvesting, and performance attribution analysis.
A finance skill that provides a dedicated tax-loss harvesting workflow coordinating with broader tax-efficiency and rebalancing strategies, part of a comprehensive wealth management skill collection with Python reference scripts for quantitative analysis.
Teaches AI agents qualitative valuation methods including competitive moat assessment, management quality evaluation, and ESG analysis, complementing quantitative models like DCF and comparables for comprehensive investment analysis.
A comprehensive collection of 81 Claude Code skills across 7 domain plugins for financial services, covering investment management, regulatory compliance (SEC/FINRA), advisory workflows, trading operations, client operations, and data integration.
Part of the joellewis/finance_skills collection, a comprehensive set of 80+ Claude Code skills for financial services covering investment management, regulatory compliance, advisory workflows, and trading operations. This skill falls within the wealth-management plugin's coverage of alternative investments.
A Claude Code skill from the finance_skills compliance plugin covering SEC Rules 17a-3/17a-4 and Rule 204-2 for securities recordkeeping, including WORM storage requirements and electronic communications archiving.
Teaches Claude financial reference data management including security master, client master, account master databases, security identifiers (CUSIP, ISIN, SEDOL, FIGI), and pricing data foundations for financial systems.
A financial services skill for post-trade compliance covering trade surveillance, pattern detection, best execution review, and allocation fairness analysis.
Part of a comprehensive financial services skills collection for Claude Code, this skill teaches margin operations including Reg T, maintenance margin, portfolio margin, margin calls, and liquidation waterfall within the trading-operations plugin.
Teaches Claude investment suitability analysis covering FINRA Rules 2111/2090, including reasonable-basis, customer-specific, and quantitative suitability obligations for securities recommendations.
Part of the joellewis/finance_skills collection covering 84 financial services skills across 7 domain plugins. This skill focuses on straight-through processing (STP) automation, covering STP design, exception-based workflows, STP rate metrics, and integration patterns, within the operations plugin.
A financial services skill for pre-trade compliance covering rule engines, concentration limits, restricted lists, and hard/soft block configurations.
A collection of 84 Claude Code finance skills across 7 domains, covering investment management, risk measurement, portfolio construction, regulatory compliance (SEC/FINRA), advisory workflows, and trading operations with Python reference scripts included.
Part of the joellewis/finance_skills collection covering 84 financial services skills across 7 domain plugins. This skill focuses on investment advice standards, covering the IA Act Section 202(a)(11) and the bright line between investment advice and education, within the compliance plugin.
A Claude Code skill for CFA Institute GIPS (Global Investment Performance Standards) compliance, covering composite construction, performance presentation standards, and verification procedures.
Part of a comprehensive financial services skills collection for Claude Code, this skill teaches counterparty risk management including counterparty exposure assessment, credit risk monitoring, netting, and collateral management within the trading-operations plugin.
A Claude Code skill from the finance_skills wealth-management plugin that teaches Kelly criterion bet sizing, position sizing strategies, and portfolio allocation techniques for investment management.
A collection of 84 Claude Code skill plugins for financial services across 7 domain plugins, covering investment management, regulatory compliance (SEC/FINRA), advisory workflows, trading operations, client operations, and data integration. Includes quantitative skills with Python reference scripts and compliance skills citing specific rule numbers.
Part of a collection of 84 Claude Code financial skills across 7 domain plugins covering investment management, regulatory compliance, advisory workflows, and trading operations. Includes skills for risk measurement, asset classes, portfolio construction, and more.
Part of a collection of 81 finance skills for Claude Code covering investment management, regulatory compliance, advisory workflows, and trading operations. This skill focuses on advisor order entry, block trading, allocation, and pre-trade compliance within the advisory practice plugin.
A Claude Code skill from the finance_skills compliance plugin that teaches detection and prevention of sales practice violations including churning, breakpoint abuse, selling away, unauthorized trading, and supervision requirements.
Teaches Claude business process management concepts for financial services, including task routing, approval chains, escalation rules, and SLA monitoring to automate back-office workflows.
A finance agent skill covering API design patterns for financial systems including FIX protocol, ISO 20022 messaging, event-driven architectures, and idempotency patterns.
A Claude Code skill from the finance_skills advisory-practice plugin that covers client report generation, delivery channel management, reporting frequency configuration, and compliance review for investment advisory reporting.
A finance skill for Claude Code covering fixed income and structured products, including sovereign, municipal, corporate bonds and structured instruments within the wealth management domain.
A Claude Code skill from the finance_skills wealth-management plugin that teaches sovereign fixed income analysis including government bond valuation, yield curves, duration and convexity, and sovereign debt markets.
Teaches Claude regulatory compliance for brokerage account opening, covering CIP/KYC integration, suitability checks, OFAC screening, and beneficial ownership verification requirements.
A Claude Code skill for financial client disclosure compliance, covering Form ADV, Form CRS, Reg S-P privacy notices, trade confirmations, and delivery timing requirements.
A Claude Code skill from the finance_skills compliance plugin covering Reg BI conflict of interest obligations, fiduciary duty requirements, and FINRA compensation rules for identifying and managing conflicts in financial advisory.
A Claude Code skill from the finance_skills advisory-practice plugin that teaches practice analytics dashboard design including AUM tracking, revenue and flow monitoring, exception alerts, and advisor performance dashboards.
Part of a collection of 84 Claude Code financial skills covering investment management, regulatory compliance, and advisory workflows. Teaches Claude about fixed income and municipal bonds within the wealth-management domain plugin.
A Claude Code skill from the finance_skills advisory-practice plugin that enables generating investment proposals including risk profiling output, model recommendations, fee illustrations, and compliance review workflows.
A Claude Code skill from the finance_skills advisory-practice plugin that covers CRM client lifecycle management including client segmentation, household management, service tier design, and review scheduling for financial advisors.
Part of the joellewis/finance_skills collection covering 80+ financial services skills across 7 domain plugins. This skill focuses on fiduciary standards including the IA Act Section 206, SEC 2019 Interpretation, ERISA Section 404, and DOL rules, within the compliance plugin.
A Claude Code skill from the finance_skills compliance plugin covering SEC Regulation Best Interest (Reg BI) including disclosure, care, conflict of interest, and compliance obligations for broker-dealers.
A Claude Code skill for preparing client review meetings in wealth management, covering pre-meeting performance summaries, portfolio drift analysis, and talking point generation.
A Claude Code skill for investment fee disclosure compliance, covering ADV Part 2A Item 5, Reg BI cost disclosure, 12b-1 fees, wrap fee programs, and ERISA 408(b)(2) requirements.
A Claude Code skill for financial account maintenance operations, covering address changes, beneficiary updates, account re-registration, cost basis adjustments, and account restrictions.
A Claude Code skill for financial account opening workflows, covering account types, required documentation, approval processes, NIGO (not in good order) management, and regulatory holds.
A Claude Code skill from the finance_skills compliance plugin that covers SEC and FINRA examination processes, document production requirements, deficiency findings management, and mock examination frameworks for regulatory preparedness.
A Claude Code skill from the finance_skills advisory-practice plugin that covers fee calculation methods (tiered, flat, breakpoint), billing cycle management, and revenue recognition for financial advisory firms.
🔌Plugins7
A Claude Code plugin providing 81 financial skills across 7 domain areas including investment management, regulatory compliance, advisory workflows, and trading operations, with core mathematical foundations for return calculations, time-value-of-money analysis, and statistical modeling.
US securities regulatory guidance for broker-dealers and investment advisers. Covers FINRA, SEC, ERISA, FinCEN, and CFA Institute GIPS requirements. Guidance-only — no Python scripts.
Order lifecycle from entry through settlement, plus operational and counterparty risk. Serves advisor, algorithmic, and client-direct trading contexts.
Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.
Data foundations that every financial system depends on. Covers reference data management, market data feeds, integration patterns for financial systems, and data quality governance.
Investment knowledge for personal and institutional wealth management. Covers risk measurement, asset classes, valuation, portfolio construction, policy and planning, personal finance, behavioral finance, and reporting.
Advisor-facing systems and workflows. Teaches Claude how advisor platforms work so it can help design, evaluate, or integrate with them. Covers the full advisor workflow from onboarding through reporting.