# finance-skills

A collection of Claude Code skill plugins for financial services. 91 skills across 7 domain plugins teach Claude investment management, regulatory compliance, advisory workflows, trading operations, and more — so it can assist with finance questions, build

- Tier: Indexed (plain plugin)
- Category: Finance
- Page: https://www.flowy.sh/listings/joellewis-finance-skills
- Source: https://github.com/JoelLewis/finance_skills
- Price: free and open source

## Summary
finance-skills is a Claude Code plugin with 91 hand-picked skills for finance work, indexed on Flowy. Install it with the command on its page. It includes advisor-dashboards, client-onboarding, client-reporting-delivery. Its skills do not fire on their own yet. Request auto-invocation to have Flowy route them as you prompt. Free and open source.

## Install (Claude Code)
```
/plugin marketplace add JoelLewis/finance_skills
```

## Skills
- advisor-dashboards
- client-onboarding
- client-reporting-delivery
- client-review-prep
- crm-client-lifecycle
- fee-billing
- financial-planning-integration
- financial-planning-workflow
- next-best-action
- order-management-advisor
- portfolio-management-systems
- proposal-generation
- account-maintenance
- account-opening-compliance
- account-opening-workflow
- account-transfers
- corporate-actions
- reconciliation
- stp-automation
- workflow-automation
- advertising-compliance
- advice-standards
- anti-money-laundering
- books-and-records
- client-disclosures
- conflicts-of-interest
- examination-readiness
- fee-disclosure
- fiduciary-standards
- gips-compliance
- investment-suitability
- know-your-customer
- privacy-data-security
- private-placements
- reg-bi
- regulatory-reporting
- sales-practices
- return-calculations
- statistics-fundamentals
- time-value-of-money
- data-quality
- integration-patterns
- market-data
- reference-data
- counterparty-risk
- exchange-connectivity
- margin-operations
- operational-risk
- order-lifecycle
- post-trade-compliance
- pre-trade-compliance
- settlement-clearing
- trade-execution
- alternatives
- asset-allocation
- bet-sizing
- commodities
- currencies-and-fx
- debt-management
- digital-assets
- diversification
- emergency-fund
- equities
- equity-compensation
- estate-gifting
- factor-investing
- finance-psychology
- financial-statements
- fixed-income-corporate
- fixed-income-municipal
- fixed-income-sovereign
- fixed-income-structured
- forward-risk
- fund-vehicles
- historical-risk
- insurance-planning
- investment-policy
- lending
- liquidity-management
- performance-attribution
- performance-metrics
- performance-reporting
- qualitative-valuation
- quantitative-valuation
- real-assets
- rebalancing
- retirement-decumulation
- savings-goals
- tax-efficiency
- tax-loss-harvesting
- volatility-modeling

## FAQ

### What is finance-skills?
A collection of Claude Code skill plugins for financial services. 91 skills across 7 domain plugins teach Claude investment management, regulatory compliance, advisory workflows, trading operations, and more — so it can assist with finance questions, build

### How do I install finance-skills?
Run these in Claude Code: /plugin marketplace add JoelLewis/finance_skills. Then prompt normally.

### Does finance-skills auto-invoke its skills?
Not yet. It is indexed on Flowy as a plain plugin. Request auto-invocation on its page and Flowy will route its skills for you as you prompt.

### Is finance-skills free?
Yes. Flowy is free and open source, with nothing gated. You can read every skill in full before you install.