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Finance Skills
81 Claude Code skills covering investment management, compliance, trading, and advisory operations — open-source.
Deep financial services domain knowledge, encoded as teachable skills for AI agents. 81 skills across 7 plugins: core financial math, wealth management (31 skills), US compliance (16 skills with specific SEC/FINRA rule citations), advisory practice, trading operations, client operations, and data integration.
Every skill includes structured decision frameworks, worked examples, and cross-references to related skills. The compliance skills cite specific regulations — not generic guidance, but the actual rule numbers an advisor needs.
Open-source, MIT licensed. Built for Claude Code but the patterns are platform-portable.