wealth-management

wealth-management is a plugin for Claude Code from jwangkun/claude-for-financial-services-cn. Its manifest loads nothing; the 5 skills it bundles cost 426 tokens per session together, scanned A, original, Apache-2.0.

A plugin for China-focused wealth management work, including client reviews, financial plans, and investment proposals. The description does not provide more detail about its individual workflows.

In plain words
What is it for?
Use it as a general entry point for preparing client reviews, financial plans, and investment proposals for Chinese clients.
Why use it?
It groups common wealth-management tasks in one add-on, but the available information is too thin to explain specific outputs or data sources.

Plugin for Claude Code

Written for Claude Code: a Claude Code plugin manifest.

Good fit Use it as a general entry point for preparing client reviews, financial plans, and investment proposals for Chinese clients.

Compare 6 plugins from other repositories ↓
Install in Claude Code
/plugin marketplace add jwangkun/claude-for-financial-services-cn/plugin install wealth-management
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/jwangkun/claude-for-financial-services-cn

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 wealth-management

README.md
[![agentmods](https://agentmods.dev/badge/plugins/jwangkun/claude-for-financial-services-cn/wealth-management/github.svg)](https://agentmods.dev/plugins/jwangkun/claude-for-financial-services-cn/wealth-management)
Your own site
<a href="https://agentmods.dev/plugins/jwangkun/claude-for-financial-services-cn/wealth-management"><img src="https://agentmods.dev/badge/plugins/jwangkun/claude-for-financial-services-cn/wealth-management/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 wealth-management

Your own site · 80×15
<a href="https://agentmods.dev/plugins/jwangkun/claude-for-financial-services-cn/wealth-management"><img src="https://agentmods.dev/badge/plugins/jwangkun/claude-for-financial-services-cn/wealth-management.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 5 skills cost 426 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

wealth-management 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 6d 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.

vertical-plugins/wealth-management/.claude-plugin/plugin.json · 9 lines

What it actually says

{
  "name": "wealth-management",
  "version": "0.1.0",
  "description": "China wealth management — client reviews, financial plans, investment proposals",
  "author": {
    "name": "Anthropic FSI China"
  }
}
Contents

What it installs

The manifest is a name and a version. 5 skills travel with it, and installing the plugin installs all of them — 426 tokens a session between them. Each is measured on its own page, and each can be installed alone.

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. 6d ago First seen · 9 lines scan A 3874497d044d

Subscribe to this mod's changes

wealth-management is a plugin published in the GitHub repository jwangkun/claude-for-financial-services-cn (741 stars, last pushed 3mo ago), licensed Apache-2.0. 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 2026-09-03.