Finance Skills — Development skill for Claude Code

Finance Skills for Claude Code

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 financial tools, and flag compliance concerns.

Built by [Joel Lewis](https://joelelewis.com?ref=finance_skills).

**Contributions welcome!** Found a way to improve a skill or have a new one to add? See [CONTRIBUTING.md](CONTRIBUTING.md).

**Disclaimer:** These skills are provided as-is for educational and informational purposes only. The authors make no representations or warranties regarding the accuracy, completeness, or currentness of this content. Nothing in these skills constitutes financial, legal, tax, or investment advice. Users should independently verify any information before relying on it in a professional or personal context. See [LICENSE](LICENSE) for full terms.

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Plugins

`core` — Mathematical Foundations

Always installed. Provides the math that every other plugin builds on.

Skill	What Claude can do
return-calculations	Compute TWR, MWR/IRR, CAGR, sub-period linking, annualization
time-value-of-money	PV, FV, NPV, IRR, annuities, amortization schedules
statistics-fundamentals	Distributions, covariance matrices, regression, bootstrapping

Python reference scripts included for all three skills.

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`wealth-management` — Investment Knowledge

Investment knowledge for personal and institutional wealth management. Covers the full investment lifecycle from risk measurement through reporting.

**Risk measurement:** Historical volatility estimators, drawdown analysis, historical VaR, parametric VaR, Monte Carlo VaR, CVaR/Expected Shortfall, GARCH, implied volatility surfaces.

**Asset classes:** Equities (factors, index construction, earnings), fixed income (sovereign, municipal, corp