JoelLewis/finance_skills
30 stars7 plugins
Claude Code skill plugins for financial services — 81 skills across 7 domain plugins covering investment management, compliance, advisory practice, trading, and operations.
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/plugin marketplace add JoelLewis/finance_skills
Keeps your Mac awake while Claude Code, Codex or Cursor works. Lets it sleep when they are done.
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Connect your Claude agent to live crypto prices and trading routes via 1inch
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Block distracting apps from your iPhone permanently without a 3rd party app. Free and open source.
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belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
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Free an open-source skills that make AI coding agents easier to understand, verify, and control.
Download for free →#PluginVersion
1
advisory-practiceAdvisor-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.
1.0.02
client-operationsBack-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.
1.0.03
complianceUS securities regulatory guidance for broker-dealers and investment advisers. Covers FINRA, SEC, ERISA, FinCEN, and CFA Institute GIPS requirements. Guidance-only — no Python scripts.
1.0.04
coreMathematical and statistical foundations required by all other plugins. Always installed — every plugin implicitly depends on core.
1.0.05
data-integrationData foundations that every financial system depends on. Covers reference data management, market data feeds, integration patterns for financial systems, and data quality governance.
1.0.06
trading-operationsOrder lifecycle from entry through settlement, plus operational and counterparty risk. Serves advisor, algorithmic, and client-direct trading contexts.
1.0.07
wealth-managementInvestment knowledge for personal and institutional wealth management. Covers risk measurement, asset classes, valuation, portfolio construction, policy and planning, personal finance, behavioral finance, and reporting.
1.0.0Featured
Keeps your Mac awake while Claude Code, Codex or Cursor works. Lets it sleep when they are done.
Try free for 7 days →Connect your Claude agent to live crypto prices and trading routes via 1inch
Get the MCP →Block distracting apps from your iPhone permanently without a 3rd party app. Free and open source.
Block now (100% free) →belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →Free an open-source skills that make AI coding agents easier to understand, verify, and control.
Download for free →