financial-advisor

financial-advisor is a plugin for Claude Code from alexclowe/awesome-claude-cowork-plugins. Its manifest loads nothing; the 3 skills, 8 commands it bundles cost 186 tokens per session together, scanned A, original, MIT.

A financial-advisory add-on for portfolio reviews, financial-plan summaries, tax-loss harvesting, environmental and social investment screens, regulatory tracking, and tax across countries or regions.

In plain words
What is it for?
Use it to prepare plan summaries, review portfolios, consider tax-loss harvesting, screen investments, track regulations, and examine multi-jurisdiction tax issues.
Why use it?
It brings several recurring financial-advisor tasks into one place and helps organize information for reviews and regulatory work. It does not replace professional judgment or legal and tax advice.

Plugin for Claude Code

Written for Claude Code: a Claude Code plugin manifest.

Good fit Use it to prepare plan summaries, review portfolios, consider tax-loss harvesting, screen investments, track regulations, and examine multi-jurisdiction tax issues.

Compare 6 plugins from other repositories ↓
Install in Claude Code
/plugin marketplace add alexclowe/awesome-claude-cowork-plugins
/plugin install financial-advisor
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/alexclowe/awesome-claude-cowork-plugins

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for financial-advisor

README.md
[![agentmods](https://agentmods.dev/badge/plugins/alexclowe/awesome-claude-cowork-plugins/financial-advisor/github.svg)](https://agentmods.dev/plugins/alexclowe/awesome-claude-cowork-plugins/financial-advisor)
Your own site
<a href="https://agentmods.dev/plugins/alexclowe/awesome-claude-cowork-plugins/financial-advisor"><img src="https://agentmods.dev/badge/plugins/alexclowe/awesome-claude-cowork-plugins/financial-advisor/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for financial-advisor

Your own site · 80×15
<a href="https://agentmods.dev/plugins/alexclowe/awesome-claude-cowork-plugins/financial-advisor"><img src="https://agentmods.dev/badge/plugins/alexclowe/awesome-claude-cowork-plugins/financial-advisor.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session not measured What this adds to a session before it is invoked.
When invoked not measured The manifest loads nothing itself; its 3 skills, 8 commands cost 186 tokens a session between them.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Security

Grade A, and why

financial-advisor scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 23d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

financial-advisor/.claude-plugin/plugin.json · 15 lines

What it actually says

{
  "name": "financial-advisor",
  "description": "Plan summaries, portfolio reviews, tax-loss harvesting, ESG screens, regulatory tracking, and multi-jurisdiction tax",
  "version": "1.1.0",
  "author": {
    "name": "The AI Career Lab",
    "email": "[email protected]"
  },
  "homepage": "https://theaicareerlab.com/professions/financial-advisor",
  "repository": "https://github.com/alexclowe/awesome-claude-cowork-plugins",
  "license": "MIT",
  "keywords": ["finance", "financial-planning", "portfolio", "wealth-management", "advisory", "tax-loss-harvesting", "esg", "compliance", "sec", "finra", "irs"],
  "category": "financial"
}
Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 23d ago First seen · 15 lines scan A 070972c94a45

Subscribe to this mod's changes

financial-advisor is a plugin published in the GitHub repository alexclowe/awesome-claude-cowork-plugins (30 stars, last pushed 4d ago), licensed MIT. Its token cost is not measured: this kind of file is read by the harness, not the model. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-24.

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