portfolio-management-systems

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.

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.

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 financial services skill covering the complete order lifecycle including order states, FIX protocol basics, order types, time-in-force parameters, and cancel/replace workflows.

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.

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, compliance, and advisory workflows. Covers behavioral finance and investor psychology, helping identify cognitive biases affecting investment decisions.

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

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.