finance plugins

40 tagged finance, measured the same way as everything else here.

Browse within: compliance 7financial-services 7

finance-skills

03

JoelLewis/finance_skills

Plugin Claude Code

Claude Code skill plugins for financial services — 7 domain plugins covering investment management, compliance, advisory practice, trading, and operations. Skill counts are derived from the plugins//skills/ directories.

176 1mo ago A tokens not measured original MIT

advisory-practice

04

JoelLewis/finance_skills

Plugin Claude Code

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.

176 1mo ago A tokens not measured original MIT

client-operations

05

JoelLewis/finance_skills

Plugin Claude Code

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

176 1mo ago A tokens not measured original MIT

korean-dart-mcp

07

chrisryugj/korean-dart-mcp

Plugin Claude Code

A connector to OpenDART, South Korea’s public company filing system, through 15 tools using the Model Context Protocol (MCP), a standard way for agents to call external tools. It covers filings, financial data, XBRL reports, and attached HWP or PDF documents.

95 1mo ago A tokens not measured original MIT

tasty

08

ferdousbhai/tasty-agent

Plugin Claude Code

TastyTrade brokerage integration for account management and trading.

83 18d ago A tokens not measured original MIT

skills

09

openaccountant/skills

Plugin Claude Code

Open Accountant financial skills — P&L reports, budgeting, tax prep, debt payoff, and more for AI agents.

61 4mo ago A tokens not measured original MIT

eodhd-api

12

EodHistoricalData/eodhd-claude-skills

Plugin Claude Code

Developer-first financial data for Claude — 150k+ tickers, 70+ exchanges, real-time & historical prices, fundamentals, options, technicals, news, sentiment, macro indicators, ESG, and more via EODHD API and MCP Server.

38 5d ago A tokens not measured original MIT

quicken

13

dweekly/quicken-mac-mcp

Plugin Claude Code

Read-only access to Quicken For Mac financial data.

38 17d ago A tokens not measured original MIT

satasuk03/thai-personal-finance-planner

Plugin Claude Code

Claude skill that turns Claude into a personal financial planner for Thai residents — Thai tax rules (ภงด. 90/91), SSF/RMF/Thai ESG/ESGX, ประกันสังคม ม.33/39/40, กบข./PVD, retirement projections, debt strategy, life-event planning. Saves an interactive HTML dashboard, Excel budget, and shareable PDF locally. No data…

19 3mo ago A tokens not measured

finance-skills

18

GAJETOso/financeskills

Plugin Claude Code

43 finance skills for AI agents - accounting operations, financial analysis, tax, audit and SOX, risk, treasury, and corporate finance. Includes deterministic calculators, slash commands, output templates, and an MCP server.

14 1mo ago A tokens not measured original MIT

investorclaw

19

argonautsystems/InvestorClaw

Plugin Claude Code

Claude Code plugin marketplace entry for InvestorClaw — deterministic portfolio analysis and market intelligence.

9 2mo ago A tokens not measured original Apache-2.0

investorclaw

20

argonautsystems/InvestorClaw

Plugin Claude Code

Deterministic portfolio analysis and market intelligence. Ask anything in natural language through ic-engine's signed-envelope pipeline: holdings, performance, bonds, analyst consensus, news sentiment, multi-factor synthesis, portfolio optimization, CME futures, and CSV/Excel reporting. Direct file upload…

9 2mo ago A tokens not measured original Apache-2.0

market-sages

22

hyhmrright/market-sages

Plugin Claude Code

Summon 13 legendary investors — Buffett, Munger, Graham, Burry, Taleb, and 8 more — to analyze any stock. Real-time data via web search. Responds in your language. No API keys. No setup.

9 4mo ago A tokens not measured original MIT

canary

23

osauer/canary

Plugin Claude Code

Self-hosted marketplace for the Canary Claude Code plugin (Interactive Brokers portfolio analysis and trading research).

8 4d ago A tokens not measured original MIT

canary

24

osauer/canary

Plugin Claude Code

Canary for Claude Code and MCP clients: an Interactive Brokers daily brief, account and position data, broker-reporting status, retrospective Edge review, rulebook checks, protection proposals, and option-exercise opportunities through the local canary CLI. The MCP tools are read-only; constrained CLI broker writes…

8 4d ago A tokens not measured original MIT