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Independent project, not affiliated with Anthropic
joellewis avatar

Portfolio Management Systems

joellewis/finance_skills
455 installs164 stars
Summary

This one helps Claude guide RIAs through the operational heart of their practice: choosing, configuring, and running portfolio management systems like Orion, Black Diamond, Tamarac, or Addepar. It covers the full workflow from building model portfolios and setting drift thresholds to troubleshooting custodian feed breaks and configuring billing runs. The detail on reconciliation (positions, transactions, cash) and sleeve-based UMA architecture is solid, making it useful for operations teams wrestling with daily breaks or firms implementing unified managed accounts. If you're advising on PMS migration decisions or debugging why the rebalancing engine keeps proposing wash sales, this gives Claude the vocabulary and framework to actually help rather than just acknowledge the question exists.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill portfolio-management-systems --agent claude-code

Installs into .claude/skills of the current project.

CodeRabbit
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Plug Mailtrap into your AI workflow and let it handle the email.
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Make your agent a DeFi expert
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Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
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CodeScene MCP ServerCodeScene MCP Server
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Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
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Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
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belt - the only tool your agent needs
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belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
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inference shell
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create and run specialised agents in minutes
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CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
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MCP-ready Email Sending
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
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Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
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Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
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Integrate web data into your AI product. One API to scrape website & brand data.
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belt - the only tool your agent needs
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belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
inference shell
inference shell
create and run specialised agents in minutes
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Files
SKILL.md

Select a file.

Featured
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
MCP-ready Email SendingMCP-ready Email Sending
MCP-ready Email Sending
Plug Mailtrap into your AI workflow and let it handle the email.
Connect Mailtrap MCP →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
Capacitor - Shared memory for your team’s coding agents.
Capacitor - Shared memory for your team’s coding agents.
Make coding agent sessions - Searchable, Shareable, Vendor-neutral & Scored.
Try For Free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
inference shell
inference shell
create and run specialised agents in minutes
build now →
Categories
DevOps & CI/CDDebuggingPythonFinance & Trading
First SeenJun 3, 2026
View on GitHub

More from joellewis/finance_skills

All 84 skills →
  • Time Value Of Money454
  • Performance Metrics453
  • Performance Reporting453
  • Diversification452
  • Emergency Fund450
  • Bet Sizing449
  • Return Calculations449
  • Anti Money Laundering447
  • Fund Vehicles447
  • Lending447
  • Know Your Customer446
  • Reconciliation446
  • Next Best Action445
  • Tax Efficiency444
  • Digital Assets443
  • Tax Loss Harvesting443
  • Fixed Income Corporate442
  • Forward Risk439
  • Investment Suitability439
  • Regulatory Reporting439
  • Settlement Clearing439
  • Client Onboarding438
  • Equities438
  • Exchange Connectivity438

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