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.
- version
- 1.0.0
- GitHub stars
- 225
Install
/plugin install wealth-management@finance-skillsRun it inside Claude Code after adding the marketplace with /plugin marketplace add JoelLewis/finance_skills.
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- Marketplace
- JoelLewis/finance_skills
- Source
- plugins/wealth-management
- Author
- Joel Lewis
- Category
- Finance
- Keywords
- investment, portfolio, risk, personal-finance, asset-classes