joellewis-finance_skills

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.

Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.

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.

Mathematical and statistical foundations required by all other plugins. Always installed — every plugin implicitly depends on core.

Data foundations that every financial system depends on. Covers reference data management, market data feeds, integration patterns for financial systems, and data quality governance.

Order lifecycle from entry through settlement, plus operational and counterparty risk. Serves advisor, algorithmic, and client-direct trading contexts.

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.