Joellewis Finance Skills
joellewis-finance_skills is a Claude Code plugin for the Build phase that delivers 81 financial-services skills across 7 plugins for compliance, advisory, trading, and operations work.
by JoelLewis · github.com/JoelLewis/finance_skills
Load 81 finance-domain Claude Code skills across seven plugins for advisory, trading, compliance, and operations workflows while building fintech or wealth tools.
Add it to Claude Code
Install the plugin in Claude Code. One command, paste-ready.
/plugin install joellewis-finance_skills@JoelLewis/finance_skillsBuilt to be called by your agent
Skillselion is itself an MCP server. Your agent can pull this entry and a paste-ready install config straight from the API - no copy-paste.
Retrieve this entry with skillselion.get_details("plugin:JoelLewis/finance_skills") and the paste-ready config with skillselion.get_install_config("plugin:JoelLewis/finance_skills").
What it does
joellewis-finance_skills is a Claude Code plugin bundle aimed at builders and practitioners in financial services who need regulated, domain-correct assistance while shipping software or internal tools. JoelLewis packages eighty-one skills into seven plugins that map to real desks: front and back office, compliance, advisory workflows, trading and execution, data quality, and client lifecycle topics suggested by the keyword surface. Solo founders in fintech still wear compliance and ops hats; this collection gives the agent structured playbooks instead of improvising SEC, FINRA, or AML language. It is guidance-heavy—catalog text explicitly references guidance-only patterns—so human professionals remain accountable for filings and client advice. Install during Build when you are modeling portfolios, onboarding flows, or operational reconciliation in code. It is a vertical skill marketplace in plugin form, not a single MCP bridge to one vendor API.
Highlights
- 81 Claude Code skills organized across 7 domain plugins for financial services
- Coverage spans investment management, compliance, advisory practice, trading, and operations
- Themes include AML, FINRA, SEC, ERISA, portfolio, order management, reconciliation, and wealth management
- Python-oriented patterns and reference-data workflows implied by finance_skills keywords
- Guidance-oriented skills for advisers, broker-dealers, and institutional contexts—not generic CRUD tutorials
Why builders use it
Building or automating finance products without domain skills forces your agent to guess on regulation, security lifecycle, and desk workflows.
After you install the seven plugins, Claude Code can invoke finance-specific skills for investment, compliance, advisory, trading, and back-office tasks aligned to industry vocabulary.
At a glance
- Type - Plugin in Productivity.
- Adoption - 0 installs, 30 stars, 0 votes.
FAQ
Who is joellewis-finance_skills for?
Claude Code users building wealth, advisory, trading, or compliance-adjacent products who need structured finance skills rather than generic coding help.
When should I use joellewis-finance_skills?
Use it during Build and Operate when you implement finance workflows, document policies, or automate operations—and whenever you need consistent regulatory and desk terminology in agent output.
How do I add joellewis-finance_skills to my agent?
Install the JoelLewis/finance_skills repository plugins in Claude Code per repo instructions, enable the seven domain plugins you need, and satisfy any Python or data-feed prerequisites listed for specific skills.
Comments
Share how you use joellewis-finance_skills, gotchas, or tips for other indie builders.
No comments yet - be the first to share how you use it.