joellewis-finance_skills

advisory-practice

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.

client-operations

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

compliance

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.

144

core

A Claude Code plugin providing 81 financial skills across 7 domain areas including investment management, regulatory compliance, advisory workflows, and trading operations, with core mathematical foundations for return calculations, time-value-of-money analysis, and statistical modeling.

data-integration

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

trading-operations

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

144

wealth-management

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.

More from this repository10

statistics-fundamentals🎯Skill

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.

commodities🎯Skill

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.

asset-allocation🎯Skill

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.

order-lifecycle🎯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.

account-transfers🎯Skill

Part of a collection of 81 financial services skills for Claude Code, this skill covers account transfer operations including ACAT and non-ACAT transfers, partial transfers, journal entries, rollovers, and estate transfers within the client-operations plugin.

quantitative-valuation🎯Skill

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.

finance-psychology🎯Skill

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.

market-data🎯Skill

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.

investment-policy🎯Skill

A financial services skill for investment policy statement (IPS) design, informed by suitability obligations and fee disclosure rules that constrain product and policy choices.