claudeindex
Plugin

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.

Installation

1

Add the marketplace

/plugin marketplace add JoelLewis/finance_skills
2

Install plugins

/plugin

Run these commands in Claude Code to add this plugin to your environment. The marketplace must be added before you can install its plugins.

Repository & Links

Plugin Source

View Plugin Code

GitHub Repository

JoelLewis/finance_skills

Details & Metadata