investment-policy

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.

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.