JoelLewis/finance_skills
Plugin marketplace
Claude Code skill plugins for financial services — 7 domain plugins covering investment management, compliance, advisory practice, trading, and operations. Skill counts are derived from the plugins/*/skills/ directories.
- GitHub stars
- 225
- plugins
- 7
- last updated
- Nov 11, 2026
Add marketplace
/plugin marketplace add JoelLewis/finance_skillsRun it inside Claude Code, then install plugins from it with /plugin.
Plugins
1advisory-practiceAdvisor-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.1.0.0version
2client-operationsBack-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.1.0.0version
3complianceUS securities regulatory guidance for broker-dealers and investment advisers. Covers FINRA, SEC, ERISA, FinCEN, and CFA Institute GIPS requirements. Guidance-only — no Python scripts.1.0.0version
4coreMathematical and statistical foundations required by all other plugins. Always installed — every plugin implicitly depends on core.1.0.0version
5data-integrationData foundations that every financial system depends on. Covers reference data management, market data feeds, integration patterns for financial systems, and data quality governance.1.0.0version
6trading-operationsOrder lifecycle from entry through settlement, plus operational and counterparty risk. Serves advisor, algorithmic, and client-direct trading contexts.1.0.0version
7wealth-managementInvestment knowledge for personal and institutional wealth management. Covers risk measurement, asset classes, valuation, portfolio construction, policy and planning, personal finance, behavioral finance, and reporting.1.0.0version
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- Repository
- github.com/JoelLewis/finance_skills
- Categories
- finance
- Listed since
- Feb 24, 2026