claudeindex
Plugin

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.

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