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
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Agent, run crypto. Access onchain data & trade routes via 1inch.
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Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
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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
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →