🔌

wealth-management

🔌Plugin

JoelLewis/finance_skills

What it does

Security check pending

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.

🏪

Part of

joellewis-finance_skills

financeinvestmentportfolioriskpersonal-financeasset-classes

Installation

Add marketplace in Claude Code:

/plugin marketplace add JoelLewis/finance_skills

Step 2. Install plugin:

/plugin install wealth-management@finance-skills

AddedFeb 24, 2026

View on GitHub Back to Plugins

More from this repository10

🎯

trade-execution🎯Skill

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.

🎯

commodities🎯Skill

Skill

🎯

asset-allocation🎯Skill

Skill

🎯

market-data🎯Skill

Skill

🎯

quantitative-valuation🎯Skill

Skill