JoelLewis

52 mods in 6 plugins, 1 repository, 213 stars between them.

advisory-practice

01

JoelLewis/finance_skills

Plugin Claude Code

Bundles 12 skills · 1,766 tokens together

Advisor-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.

not rated 213 +6 3mo ago A tokens not measured original MIT

client-operations

02

JoelLewis/finance_skills

Plugin Claude Code

Bundles 8 skills · 961 tokens together

Back-office account operations and servicing workflows. Covers the full account lifecycle from opening through maintenance, transfers, reconciliation, and corporate actions.

not rated 213 +6 3mo ago A tokens not measured original MIT

compliance

03

JoelLewis/finance_skills

Plugin Claude Code

Bundles 17 skills · 2,669 tokens together

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.

not rated 213 +6 3mo ago A tokens not measured original MIT

core

04

JoelLewis/finance_skills

Plugin Claude Code

Bundles 3 skills · 496 tokens together

Mathematical and statistical foundations required by all other plugins. Always installed — every plugin implicitly depends on core.

not rated 213 +6 3mo ago A tokens not measured original MIT

data-integration

05

JoelLewis/finance_skills

Plugin Claude Code

Bundles 4 skills · 652 tokens together

Data foundations that every financial system depends on. Covers reference data management, market data feeds, integration patterns for financial systems, and data quality governance.

not rated 213 +6 3mo ago A tokens not measured original MIT

trading-operations

06

JoelLewis/finance_skills

Plugin Claude Code

Bundles 8 skills · 1,156 tokens together

Order lifecycle from entry through settlement, plus operational and counterparty risk. Serves advisor, algorithmic, and client-direct trading contexts.

not rated 213 +6 3mo ago A tokens not measured original MIT

At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: