🎯Skills84
A collection of 81 Claude Code skill plugins across 7 domain plugins for financial services, covering investment management, regulatory compliance, advisory workflows, and trading operations.
Provides statistical foundations for financial analysis including distributions, covariance matrices, regression, and bootstrapping, serving as a core mathematical skill within an 81-skill finance plugin collection.
Part of a comprehensive 81-skill finance plugin collection covering investment management, regulatory compliance, advisory workflows, and trading operations—this skill provides quantitative valuation models including DCF, DDM, comparables analysis, and residual income approaches with Python reference scripts.
Part of a collection of 81 financial services skills for Claude Code covering investment management, regulatory compliance, and advisory workflows. Provides guidance on asset allocation strategies, portfolio construction, and rebalancing frameworks.
A Claude Code skill for trade execution workflows, part of a finance skills collection covering 81 skills across investment management, regulatory compliance, advisory workflows, and trading operations.
Part of a collection of 81 financial services skills for Claude Code covering investment management, compliance, and advisory workflows. Covers behavioral finance and investor psychology, helping identify cognitive biases affecting investment decisions.
Part of a collection of 84 finance skills across 7 domain plugins, covering investment management, regulatory compliance, advisory workflows, trading operations, risk measurement, volatility modeling, and portfolio analysis.
A collection of 81 Claude Code skills across 7 financial domains covering investment management, regulatory compliance, advisory workflows, trading operations, risk measurement, and wealth management with Python reference scripts included.
A collection of 81 Claude Code skills across 7 domain plugins covering investment management, regulatory compliance (SEC/FINRA), advisory workflows, and trading operations — including mathematical foundations, wealth management, US securities compliance, and personal finance guidance. Built for financial services professionals who need AI assistance with finance questions, tool building, and compliance flagging.
Finance Skills for Claude Code is a collection of 81 skills across 7 domain plugins covering investment management, regulatory compliance (SEC/FINRA), advisory workflows, trading operations, and financial math — teaching Claude the quantitative methods and compliance knowledge of a professional financial services team.
A skill from a financial services skills collection that teaches AI agents about currencies and foreign exchange, covering FX markets, currency risk management, exchange rate modeling, and cross-border transaction workflows.
A finance compliance skill that teaches Claude anti-money laundering procedures including BSA/AML requirements, CTR/SAR filing, OFAC screening, and structuring detection, citing specific rule numbers and regulatory act sections.
A finance skill that teaches Claude portfolio management systems including diversification theory, mean-variance optimization, Black-Litterman models, risk parity, position sizing, and rebalancing strategies as part of an 84-skill financial services collection.
A skill from a financial services skills collection that teaches AI agents about digital assets as part of wealth management, covering cryptocurrency analysis, blockchain-based investments, and digital asset portfolio management.
A privacy and data security skill from a collection of 81 Claude Code financial skills, covering regulatory compliance, data protection practices, and security considerations for financial services applications.
A Claude Code skill for computing risk-adjusted performance ratios, generating performance reports, and conducting benchmark comparisons. Part of a comprehensive finance skills collection with Python reference scripts for quantitative calculations.
A Claude Code skill for understanding fund vehicles as an asset class, part of a comprehensive finance skills collection covering investment management including equities, fixed income, commodities, real assets, alternatives, currencies, and digital assets.
A Claude Code skill for personal debt management including debt prioritization, mortgage and loan analysis, emergency fund sizing, and savings goals. Part of a comprehensive finance skills collection covering 84 skills across investment management, compliance, and advisory workflows.
Part of a collection of 84 Claude Code skills across 7 domain plugins for financial services, covering investment management, regulatory compliance, advisory workflows, and trading operations with Python reference scripts.
A financial services skill that teaches AI agents savings goal planning, including target calculations, timeline projections, contribution strategies, and progress tracking for personal finance advisory.
A financial data quality skill covering golden source management, data lineage tracking, validation rules, exception management, and data governance for financial services workflows.
Teaches AI agents qualitative valuation methods including competitive moat assessment, management quality evaluation, and ESG analysis, complementing quantitative models like DCF and comparables for comprehensive investment analysis.
A financial services skill that teaches AI agents lending fundamentals including loan structuring, credit analysis, risk assessment, interest rate modeling, and regulatory compliance for lending operations.
Teaches AI agents equity investment analysis including factor models, index construction, earnings analysis, and related quantitative methods as part of a comprehensive financial services skills collection.
A financial services skill for post-trade compliance covering trade surveillance, pattern detection, best execution review, and allocation fairness analysis.
A financial services skill for regulatory reporting covering Form PF, 13F/13H filings, Form ADV amendments, FOCUS reports, and CAT (Consolidated Audit Trail) reporting.
A financial services skill teaching Claude liquidity management concepts including margin lending, securities-based lines of credit (SBLOC), and cross-referencing with lending workflows.
A financial services skill for historical risk analysis, computing covariance matrices that feed into forward-risk, diversification, and asset-allocation workflows.
A financial services skill for investment policy statement (IPS) design, informed by suitability obligations and fee disclosure rules that constrain product and policy choices.
Part of a comprehensive financial services skill collection (81 skills across 7 domains) teaching Claude investment management, regulatory compliance, advisory workflows, and trading operations.
A financial services skill for pre-trade compliance covering rule engines, concentration limits, restricted lists, and hard/soft block configurations.
A foundational financial services skill for computing investment returns including TWR, MWR/IRR, CAGR, sub-period linking, and annualization — used as a foundation by nearly every other finance skill.
Skill
A financial services skill covering the complete order lifecycle including order states, FIX protocol basics, order types, time-in-force parameters, and cancel/replace workflows.
Skill
Skill
Skill
A financial services skill for position, cash, and transaction reconciliation, including break identification and three-way reconciliation processes.
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
Skill
🔌Plugins7
Mathematical and statistical foundations required by all other plugins. Always installed — every plugin implicitly depends on core.
US securities regulatory guidance for broker-dealers and investment advisers. Covers FINRA, SEC, ERISA, FinCEN, and CFA Institute GIPS requirements. Guidance-only — no Python scripts.
Order lifecycle from entry through settlement, plus operational and counterparty risk. Serves advisor, algorithmic, and client-direct trading contexts.
Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.
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.
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.
Data foundations that every financial system depends on. Covers reference data management, market data feeds, integration patterns for financial systems, and data quality governance.