Claude Code skill plugins for financial services — 81 skills across 7 domain plugins covering investment management, compliance, advisory practice, trading, and operations.
This repository also configures its own agents. See what finance_skills tells them →
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.
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.
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.
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.
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.
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.
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: