Not in the top 1,000 by GitHub stars
JoelLewis/finance_skills
Claude Code skill plugins for financial services — 81 skills across 7 domain plugins covering investment management, compliance, advisory practice, trading, and operations.
History
Review weekly changes to SKILL.md before updating. Dates mark the weeks in which we observed each version; checks apply to the recorded commits.
View weekly changes
plugins/advisory-practice/skills/advisor-dashboards/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/advisory-practice/skills/client-onboarding/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/advisory-practice/skills/client-reporting-delivery/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/advisory-practice/skills/client-review-prep/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/advisory-practice/skills/crm-client-lifecycle/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/advisory-practice/skills/fee-billing/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/advisory-practice/skills/financial-planning-integration/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/advisory-practice/skills/financial-planning-workflow/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/advisory-practice/skills/next-best-action/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/advisory-practice/skills/order-management-advisor/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/advisory-practice/skills/portfolio-management-systems/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/advisory-practice/skills/proposal-generation/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/client-operations/skills/account-maintenance/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/client-operations/skills/account-opening-compliance/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/client-operations/skills/account-opening-workflow/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/client-operations/skills/account-transfers/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/client-operations/skills/corporate-actions/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/client-operations/skills/reconciliation/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/client-operations/skills/stp-automation/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/client-operations/skills/workflow-automation/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/advertising-compliance/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/advice-standards/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/anti-money-laundering/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/books-and-records/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/client-disclosures/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/conflicts-of-interest/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/examination-readiness/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/fee-disclosure/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/fiduciary-standards/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/gips-compliance/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/investment-suitability/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/know-your-customer/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/privacy-data-security/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/private-placements/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/reg-bi/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/regulatory-reporting/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/compliance/skills/sales-practices/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/core/skills/return-calculations/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/core/skills/statistics-fundamentals/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/core/skills/time-value-of-money/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/data-integration/skills/data-quality/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/data-integration/skills/integration-patterns/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/data-integration/skills/market-data/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/data-integration/skills/reference-data/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/trading-operations/skills/counterparty-risk/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/trading-operations/skills/exchange-connectivity/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/trading-operations/skills/margin-operations/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/trading-operations/skills/operational-risk/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/trading-operations/skills/order-lifecycle/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/trading-operations/skills/post-trade-compliance/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/trading-operations/skills/pre-trade-compliance/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/trading-operations/skills/settlement-clearing/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/trading-operations/skills/trade-execution/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/alternatives/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/asset-allocation/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/bet-sizing/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/commodities/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/currencies-and-fx/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/debt-management/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/digital-assets/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/diversification/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/emergency-fund/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/equities/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/equity-compensation/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/estate-gifting/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/factor-investing/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/finance-psychology/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/financial-statements/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/fixed-income-corporate/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/fixed-income-municipal/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/fixed-income-sovereign/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/fixed-income-structured/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/forward-risk/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/fund-vehicles/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/historical-risk/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/insurance-planning/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/investment-policy/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/lending/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/liquidity-management/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/performance-attribution/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/performance-metrics/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/performance-reporting/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/qualitative-valuation/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/quantitative-valuation/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/real-assets/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/rebalancing/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/retirement-decumulation/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/savings-goals/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/tax-efficiency/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/tax-loss-harvesting/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
plugins/wealth-management/skills/volatility-modeling/SKILL.md
Week of Oct 26, 2026 · Line counts unavailable
Before Not checked yet → After Not checked yet
First observation → 5c498eacf705
No earlier version was observed for comparison.
Heat
4.5- Star growth, last 7 daysNot available
- Star growth, last 24 hoursNot available
- Rank movement, last 7 daysNot available
- Commits, last 30 daysNot available
- Accounts asking about it through MCP, last 7 daysNot available
- Hot votes this weekNot available
Heat never changes the order by stars, and sponsorship never touches it. How heat works
Stars over time
30-day change not yet available: not enough history.
How it works
Skills included
Repository facts
- License
- MIT
- Created
- Feb 15, 2026
- Last pushed
- Jul 18, 2026
- Forks
- 39
- Open issues
- 4
- Project activity
- Not available
Before you install
Not checked yetAutomated signals, not a guarantee
No scan has been recorded for this repository yet.
