advisory-practice
JoelLewis/finance_skillsby Joel Lewis
v1.0.0finance30 stars
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.
Install
/plugin install advisory-practice@joellewis-finance_skills
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 →Contentsdiscovered from source
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Featured
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 →More from JoelLewis/finance_skillsView source
advisor · wealth-management · front-office · crm · billing