Joellewis Finance Skills
- 159 repo stars
- Updated July 18, 2026
- JoelLewis/finance_skills
joellewis-finance_skills is a Claude Code plugin that delivers 81 financial-services skills across 7 plugins for compliance, advisory, trading, and operations work.
About
joellewis-finance_skills is a Claude Code plugin bundle aimed at developers 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. 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.
- 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
Joellewis Finance Skills by the numbers
- Data as of Jul 27, 2026 (Skillselion catalog sync)
/plugin install joellewis-finance_skills@JoelLewis/finance_skillsAdd your badge
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| repo stars | ★ 159 |
|---|---|
| Last updated | July 18, 2026 |
| Repository | JoelLewis/finance_skills ↗ |
What it does
Load 81 finance-domain Claude Code skills across seven plugins for advisory, trading, compliance, and operations workflows while building fintech or wealth tools.
Who is it for?
fintech developers, advisers automating practice workflows, or engineers at small RIAs and broker-dealers using Claude Code with Python-heavy finance stacks.
Skip if: General SaaS developers with no finance domain needs, or anyone seeking licensed legal or investment advice without human review.
What you get
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.
- Seven installable domain plugins with 81 finance-focused agent skills
- Repeatable workflows for advisory, trading, compliance, and back-office scenarios
- Domain vocabulary and patterns for RIAs, broker-dealers, and institutional contexts
By the numbers
- 81 skills across 7 domain plugins
- Domains: investment management, compliance, advisory, trading, operations (per catalog description)
- Repository: JoelLewis/finance_skills
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Domain skill plugin bundle (81 skills), not a single ads or monitoring MCP server.
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.