Wealth Management
6 skills
Agent Skills for Claude Code built for financial advisors — client reporting, financial planning, portfolio rebalancing, and investment proposal workflows.
Client Report
by @anthropics
Generate comprehensive client portfolio reports with performance attribution, market commentary, and forward-looking guidance.
Client Review Prep
by @anthropics
Prepare for client review meetings with portfolio summary, talking points, agenda, and personalized market context.
Financial Plan
by @anthropics
Build comprehensive financial plans covering goals, cash flow, investment strategy, tax efficiency, and estate planning.
Investment Proposal
by @anthropics
Create tailored investment proposals matching client goals, risk tolerance, and time horizon to a recommended portfolio strategy.
Portfolio Rebalance
by @anthropics
Analyze portfolio drift from target allocation and generate rebalancing recommendations with tax and transaction cost considerations.
Tax-Loss Harvesting
by @anthropics
Identify tax-loss harvesting opportunities in client portfolios while maintaining investment exposure and avoiding wash sale rules.