wealth-management
JoelLewis/finance_skillsby Joel Lewis
v1.0.0finance30 stars
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.
Install
/plugin install wealth-management@joellewis-finance_skills
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
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Agent, run crypto. Access onchain data & trade routes via 1inch.
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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 →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 →More from JoelLewis/finance_skillsView source
investment · portfolio · risk · personal-finance · asset-classes