Finance Skills - Setup Guide¶

Source: joellewis/finance_skills (197⭐) Skill family: joellewis/finance_skills (91 skills across 7 domain plugins; 6 indexed on skills.sh) Combined Installs: ~53,829 across indexed listings (Sep 29, 2026 snapshot) Category: Finance Quality Tier: 🟡 Unverified (no skills.sh Trust Hub / Socket / Snyk verdicts published - verified Sep 29, 2026)

Claude Code skill plugins for financial services, built by individual author Joel Lewis. The README counts 91 skills across 7 domain plugins (the skills.sh description says 81) covering investment management, compliance, advisory practice, trading, and operations, with an explicit educational/informational disclaimer. Skills.sh indexed six entries totaling ~53,829 installs but verified 0/6 SKILL.md files in the Sep 29, 2026 sweep.

Installation¶

npx skills add joellewis/finance_skills

Roster - Top Skills¶

Skill	Installs	What It Does
asset-allocation	759	Asset allocation knowledge
statistics-fundamentals	738	Statistical math foundations
quantitative-valuation	715	Quantitative valuation models
finance-psychology	702	Behavioral finance and psychology
commodities	702	Commodities knowledge

A sixth indexed listing (~50,213 installs) has no published name in the Sep 29 sweep data. The README's 7 domain plugins are core, wealth-management, compliance, advisory-practice, trading-operations, client-operations, and data-integration.

CorpusIQ Use Cases¶

Use Case	How
Finance-domain reference	Consult wealth-management and core math skills as reference material when CorpusIQ-connected agents answer financial questions.
Compliance-aware analysis	Reference the compliance plugin's FINRA/SEC rule coverage when drafting compliance-adjacent content.
Domain skill architecture	Study the 7-plugin layout as a pattern for organizing large multi-domain skill families.

Integration with CorpusIQ¶

CorpusIQ is the connector layer that lets AI assistants read the systems a business already runs on - accounting, payments, CRM, email, files and analytics - and answer with the source named. It is read-only by design: it retrieves data and never writes to, or acts in, a connected system, which is what makes it safe to point at live accounts.

This page is part of the CorpusIQ directory, the reference we maintain for the MCP server and agent-skill ecosystem. Run alongside CorpusIQ, a third-party server like this one can be combined with a company's own business data in a single answer.

See what CorpusIQ connects

Limitations / Verification¶

Verified: skills.sh indexing (6 listings, 5 named skills), install counts, 197 GitHub stars, and the README fetched from the main branch on Sep 29, 2026.
Not verified: skills.sh verified 0/6 SKILL.md files in the sweep; no live install test was run; the README (91 skills) and skills.sh description (81 skills) disagree; the sixth indexed listing is unnamed in the sweep data. Per the README, the skills are educational and not financial, legal, tax, or investment advice.

Security¶

Audit	Verdict
Gen Agent Trust Hub	Not published
Socket	Not published
Snyk	Not published

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